Managing customizations over time, including their deployments

Once you have added any custom things to an account, including custom records, searches, forms, roles, and potentially so much more, you need a way to manage those things outside of the system. This should be part of the client’s change management process, and you will probably be asked to help them get that set up. If you have just created a couple of scripts and a workflow, it is not hard to help the client find those things in their account and to keep track of them in a simple spreadsheet or similar document.

The document you choose to use just has to list all of the custom things your solutions are using, including fields and searches, and the workflows or scripts they use too. That can be one large document listing everything or one customization-specific deployment document for each custom solution you have delivered. Handing this documentation to the client near the end of their implementation project...