The Object overview is a dynamic, customizable bar chart designed to visualize the level of customization across all objects in your Salesforce Org.
Tailored for Salesforce consultants, this tool aims to simplify the identification of complex configurations and facilitate the creation of insightful reports for customers. The chart allows users to filter by component types and sort by level of customization, offering a granular view of the Object's structure.
Article outline
Prerequisites
Navigating the Dynamic Bar Chart
The dynamic bar chart is designed to be intuitive and user-friendly. The Y-axis lists the objects in the Org, while the X-axis shows the number of selected components for each object. This layout provides a straightforward way to compare the level of customization across different objects.
Component Type Selection
The chart allows you to select one component type at a time for visualization. You can choose from a variety of components:
Approval processes
Buttons, links and actions
Compact layouts
Custom fields (may need to be added to current API)
Duplicate rules
Email alerts
Field sets
List views
Matching rules
Page layouts
Process builder workflows
Record types
Restriction rules
Validation rules
Workflow field updates
Workflow rules
This feature enables you to focus on specific aspects of customization, making your analysis more targeted.
Sorting Mechanism
Users have the flexibility to sort objects in various ways: alphabetically, from high-to-low numbers, or from low-to-high numbers.
Object Filtering
You can filter the objects displayed on the chart based on their type:
Standard and Custom objects (excluding managed packages),
Just Custom Objects (excluding managed packages),
Just Standard Objects (excluding managed packages),
Objects from managed packages
This filtering capability, which is consistent with existing org analytics features, enables you to narrow down your focus to specific object types.