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How to Generate Compliance-Ready Documentation

aprity can generate documentation formatted for compliance audits, security reviews, and regulatory requirements. This guide explains how to configure a scan for compliance-ready output.

Prerequisites​

  • Professional or Enterprise plan.
  • At least one completed scan is recommended before generating compliance documentation.

Steps​

  1. Open the aprity app in Salesforce.
  2. Navigate to the Generate tab.
  3. Select the PDF output format. PDF is the recommended format for compliance deliverables.
  4. Optionally, also select DOCX if your compliance team requires editable documents.
  5. Configure other scan options (language, metadata scope).
  6. Click Generate to start the scan.
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On Enterprise plans, the Global Analysis feature is automatically enabled. This adds cross-object dependency analysis and a security baseline to the output, which are valuable for compliance reviews.

What Compliance Documentation Includes​

aprity-generated documentation covers several areas relevant to audits:

  • Security Baseline -- permission sets, profiles, and field-level security analysis
  • Access Catalog -- who has access to what, mapped across profiles and permission sets
  • Automation Inventory -- complete list of triggers, flows, validation rules, and their purposes
  • Dependency Map -- how objects and automations relate to each other
  • Data Model -- object relationships, field types, and constraints

Tips for Audit Preparation​

  • Run a fresh scan shortly before the audit to ensure documentation reflects the current state of the org.
  • Use the PDF format for formal submissions and DOCX for internal review.
  • Schedule recurring scans to maintain an up-to-date compliance baseline. See How to Schedule Recurring Scans.
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Combine aprity documentation with your org's change management records for a complete audit trail. aprity documents the current state; your change management process documents the history.