After each sync of your Salesforce Org our system compares the list of fetched metadata against the Org Model structure from the previous sync. Differences in your Salesforce configuration are highlighted as:
- Proposed (metadata that is planned to be created)
- New (there is metadata that wasn't there before the latest sync)
- Updated (some aspect of the metadata has been altered)
- Not synced (item has either been deleted or we failed to fetch it)
- Keeping track of Org changes
- Rules behind the "Updated" status
- Rules behind the "Not synced" status
- Clearing all "Not synced" nodes from the Org model tree
Keeping track of Org changes
Keeping track of any changes to your Salesforce Org is easy. After every sync, we send the Org Model owner an email, listing all the new items that have been proposed, added, updated or removed from your Salesforce Org. That list allows you to click on a matching URL to open the Org model on an appropriate node and inspect it.
You can also see status changes while exploring the Org model:
Rules behind the "Updated" status
Elements Catalyst alerts you that something has been updated in your Salesforce Org but we do not specifically tell you what has changed - you need to do the investigation yourself. With time, as we continue to fetch more metadata out of Salesforce, we might provide you with more detailed summary. Until then here are the 3 important rules behind the "Updated" status:
- Salesforce ID has changed :
This usually happens when you refresh your connected sandbox or when a new version of a managed package has been released. Very rarely this can be forced by Salesforce if they migrate your Org to a new instance.
- Node summary has changed:
"Summary" is an Elements field where we summarize some key metadata for different items. If summary has changed between syncs we would flag that item as updated. Here as some example summaries for different items:
1. Fields of type picklist: summary contains picklist values
2. Fields of type formula: summary contains API names of fields used in the formula
3. Permission sets and profiles: summary contains information on how many users are assigned to each one + profile summary contains some settings
Each Salesforce item's summary contains slightly different information, it is good to inspect each updated item type separately.
- Last modified date has been updated : for each type of node this date is updated after different actions, for instance:
1. Apex code has been changed
2. Description or help text have been added/updated on a field
3. Profile permissions on a particular object have been changed
The last modified date can be altered by a lot of different actions on each item - so it is good to inspect the "updated" node very closely.
Rules behind the "Not synced" status
A node will be marked as "not synced" if our system failed to get the metadata from Salesforce. This can happen when:
- item has been deleted
- manage package has been disconnected from the Org
- item's API name has been altered (in this case the old node with an old API name will be shown as "not synced" but there will be a new node with that new API name in state "new")
- Salesforce error occurred on a request to get the metadata. If that is the case, it is likely that during the next sync the item will be successfully re-synced.
Clearing all "Not synced" nodes from the Org model tree
If the "not synced" nodes were actually removed from your Org by design and you would like to get rid of their reference from your Org model tree, you can either remove them manually or perform an automatic action to clear all not synced nodes.
Select the "not synced" node and select "Delete node" in the right-side panel.
Or select the top level node in the Org model tree and select "Remove not synced nodes" to remove all of them at once.