How to Auto-Document Your Data Dictionary Using AI

Overview

Autodoc uses AI to automatically generate field descriptions, help text, and definitions across your Salesforce environment — directly from the Data Dictionary. This article walks you through both single-column and bulk documentation workflows, and explains how to review and approve AI-generated content.

Applies to: All Salesforce objects | Feature: Autodoc (Data Governance)

Prerequisites

• Access to the Data Governance section of the application
• Permissions to edit Data Dictionary fields
• A connected Salesforce environment with at least one object configured

Estimated Time

• Setup: ~2 minutes
• Processing (bulk): ~2–3 minutes per object (runs in the background)

Step-by-Step Instructions

Option A: Document a Single Column

1. Navigate to Data Governance in the main navigation and select Data Dictionary.

2. Open the object you want to document (this example uses the Opportunity object).

   

3. Locate the AI sparkle icon (✦) at the top of the column you want to document.
4. Hover over the sparkle icon to reveal the tooltip: "Generate AI content for this column."
5. Click the sparkle icon. The system will generate a description, help text, or definition for each field in that column, depending on the column type.
6. Review the generated content directly in the field.

Option B: Bulk Document All Fields (Recommended)

1. From the object view in Data Dictionary, click the bulk selector checkbox in the top-left corner next to Field Name.

   This selects all fields — for example, all 215 fields on the Opportunity object.

   

2. Click Edit in the toolbar. Select the checkbox under Text Field Actions.
3. In the edit panel, choose which content types to generate:
   • Definitions
   • Descriptions
   • Help Text
   • Or select all three

4. Click Generate, then click Update to confirm.

   

5. The system kicks off a background job. A progress indicator appears at the bottom of the screen.

   Note: Bulk processing takes approximately 2–3 minutes for a full object. You can navigate elsewhere in the app while the job runs — it will complete in the background.

6. When the job finishes, fields that received AI-generated content display a sparkle icon (✦) next to their entry.

Reviewing and Approving AI-Generated Content

1. To review AI-generated fields, click the Filter icon and select AI Generated Descriptions.

   This filters the field list to show only fields with AI-generated content.

   

2. Click into any field to review its generated content.
3. Make any edits needed — or leave the content as-is. Either action marks the field as people-reviewed: the sparkle icon is removed, and the field is logged as human-verified going forward.

Expected Results

After completing either workflow:

• Documented fields display their generated descriptions, help text, or definitions inline
• AI-generated fields are marked with a ✦ sparkle icon until reviewed
• Once reviewed, fields are reclassified as people-generated and tracked accordingly
• All updates sync automatically back to Salesforce — no manual export required

Troubleshooting

Related Articles

• [Link: Connecting and Syncing Your Salesforce Environment]