The ultimate guide to
Building a Salesforce Data Dictionary
*Includes New ChatGPT/LLM Prompts
Inside this guide, you’ll learn:
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Data foundations
Why a Salesforce data dictionary is the backbone of trustworthy reporting, compliance, and AI-ready metadata.
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Planning your dictionary
How to scope the first version, prioritize which objects and fields to document, and align stakeholders around shared standards.
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Extracting your metadata
Practical ways to pull objects, fields, and automation details out of Salesforce so nothing important is missed.
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Designing the dictionary
How to structure definitions, owners, statuses, and relationships so every team can quickly understand “what this field really means.”
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Review and rollout
Tactics for validating definitions with business owners, resolving conflicts, and turning your dictionary into a single language across Sales, RevOps, Marketing, and Finance.
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Ongoing governance & examples
How to keep your dictionary up to date as your org changes—plus real-world examples and prompt templates you can plug into your own Salesforce environment.
Customers Who Love Arovy's Automated Data Dictionary
See how teams across industries keep aligned, reduce confusion, and move faster by using their Data Dictionary as a single source of truth.
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“Without Data Dictionary even simple terms like 'customer' meant different things to different teams. You can come to the wrong conclusion if you're not aligned on the basics.”
UPSTACK
Kylie Powell, VP of Business Systems & Data
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“Our developers said that Data Dictionary makes their job a whole heck of a lot easier and faster… speeding up development time and unlocking more resources.”
Meritain Health
Sarah DeWald Sr. Salesforce Project Lead