Who owns the Salesforce knowledge at your company? I've spoken to dozens of RevOps and Salesforce teams who say that it just lives in their heads, so when they have questions they simply ping each other on Slack. That works in the short term...

But when a colleague leaves the company, all of their knowledge leaves with them. Now your team is in a mad scramble trying to piece the puzzle together and reverse engineer what that ex-colleague built.

Deciphering undocumented configurations, struggling to understand someone else's work, and facing a constant fear of breaking something – these are just a few of the common challenges companies face during admin transitions.

Of course, having people leave your company is inevitable. That's why having effective protocols for knowledge transfer is crucial for maintaining a smooth flow of operations. Here are a few tips to help future-proof your team.