You can use the data tables feature to customize forms which you can use to capture lots of additional information. You can then use "attach data tables" in the Org Model to capture information about any integrations between your Salesforce Org and external systems.
Article outline
Prerequisites
Example data table for capturing integration information
Adding a data table to the Org Model metadata
Capturing integration information
Reporting on integrations
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Prerequisites
Registered and verified Elements account
Sync'd Salesforce Org
Permissions to Org Model
Editors can be given rights to create and edit Data Table forms.
Any Editor can add a Data Table to any Org Model node.
Any Editor or Viewer can add data to a Data Table
Example data table for capturing integration information
For general information about the data tables and how to configure them, visit this article.
Here is an example of a Data Table for tracking integrations.
Endpoint - dropdown
Integration technology - dropdown
Integration function name - mandatory free text
In/Out - options are dropdown
Details - mandatory free text area
Adding data tables to Org Model nodes
For any node in an Org Model go to the DOCUMENTATION tab and select Add documentation and Data Table. Then select the Data Table. You can add any Data Table to any number of Org Model nodes.
You can choose who can see the Data Table (and therefore who can add records) by choosing which user groups can see the attachment.
Capturing integration information
To add a new record simply click on the attachment in the right panel for the selected item, then in the modal window click "Add record" to fill in the custom fields.
You can see how many records are in a data table for that particular node by the small blue circle. Click on the data table to open up the form to see the data or add more data.
Reporting on Data Tables across a map
You aggregate integration data by running the data table report for the Org Model. You can sort, filter, group and export.
See report for more detail.
Below is a report where records are grouped by the endpoint and subgrouped by integration technology.
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