Online Documentation ToolsSolution Blueprint, Solution Design Document, Technical Design Document, Data Dictionary, Deployment Log, Data Migration Mapping & Steps, Integration Mapping – are just a few documents that you need to create for Salesforce projects.

But what really surprises me is most of the organizations and Salesforce professionals still use desktop editions of Microsoft Word, Excel & PowerPoint for these documents, share it as attachments through emails, and adds v1.0, v2.0 for maintaining different versions. Maybe you also know someone who does it. Maybe you do it yourself. And if you do, it is time to have a serious discussion with yourself about using an online documentation tool. 

Online Documentation Tools makes creating and maintaining documents a lot easier. It lets you create, edit, share, and collaborate on documents online. The major benefit of using Online Documentation Tools is that you don’t have multiple versions of a document. The team can collaboratively work on the documents together and everyone sees the latest version every time. There is no ‘Last Final Version’ file needs to be attached to an email and sent to a colleague.

Here are a few best and most popular online documentation tools that you can choose from. But please do choose one and please move an online documentation tool.

(Tools, that I personally use or have used and recommend are marked with a heart)

1. Google Drive ()

  • Cloud-based
  • Create documents, spreadsheets, slides, drawings, forms etc.
  • Concurrent access and editing by multiple users
  • File collaboration and sharing
  • Free with GMail account
  • Paid plan starts from US$ 6/user/month for GSuite

2. Quip

  • Collaborative productivity software suite for mobile and the Web owned by Salesforce
  • Allows groups of people to create and edit documents and spreadsheets as a group
  • Native integration with Salesforce
  • Has a free plan with limited features
  • Paid plan starts from US$ 10/user/month

3. Microsoft 365

  • Use your favorite productivity apps like Word, Excel, Powerpoint  online
  • Create, communicate and collaborate on documents
  • Free
  • Paid plan starts from US$ 6.99/user/month

4. Confluence

  • Document management tool by Atlassian
  • Knowledge management, project collaboration, employee engagement
  • Has a free plan with limited features
  • Paid plan starts from US$ 5/user/month (Free 7 days trial)

5. Paper (by Dropbox)

  • Collaborative document-editing service
  • Brings creation and coordination together in one place.
  • Free

6. Zoho Docs

  • Online file management tool
  • Store files securely, share them across devices
  • Has free plan with limited features for teams up to 5
  • Paid plans start from US$ 3/user/month (Free 15 days trial) 

Don’t see the tool of your choice listed here? Please feel free to mention it in the comments below for other readers’ benefit.

Want to see a list of more of such useful resources & tools under different categories? Please do take a look at the resources page.