Once you have connected your Org and synced your metadata, the system will create an Org Model. It is a hierarchical tree composed of "nodes" which represent your Salesforce metadata configuration.

The Org Model is the primary tool for your Org clean-up, documentation and impact analysis. In order to open your Org Model, go to app.q9elements.com. 

Article outline:

  • How to open the Org Model

  • Org Model structure

  • Supported metadata

How to open the Org Model

Click on the Salesforce Orgs in the main menu on the left hand side. Then click on the name of one of the connected Orgs to open up the Org Model.

The Org Model will be opened in a new browser tab. 

Org Model structure

The Org Model is organized alphabetically by metadata types. By opening each item in the list (click on the grey arrow) you can see individual metadata belonging to that type (also organized alphabetically).

Metadata types which are associated with objects (or belong to objects) such as process builders or validation rules are grouped under the objects. Simply open up the specific object to find that metadata. You can also use the search bar to find a specific metadata by label.

Supported metadata

Below is the list of supported metadata. Each metadata comes with different analytics (e.g. for fields we check dependencies & field % population while for roles or profiles we show the list of assigned active users). If you can't find the metadata you need, or you would like us to get more information about the metadata already supported, talk to us.

  • Apex Classes

  • Apex Triggers

  • Approval Processes

  • Aura Component Bundles

  • Buttons, Links & Actions

  • Compact Layouts

  • Dashboards (in public folders and private)

  • Email Alerts

  • Email Services

  • Email Templates

  • Field Sets

  • Fields

  • Flows

  • Global Actions

  • Lightning Pages

  • Lightning Web Components

  • List Views

  • Objects (Custom Metadata)

  • Objects (Custom)

  • Objects (Standard)

  • Page Layouts

  • Permission Sets

  • Permission Set Groups

  • Platform Events

  • Process Builder Workflows

  • Profiles

  • Queues

  • Record Types

  • Reports (in public folders and private)

  • Records (configuration records for nCino and Salesforce industries)

  • Roles

  • Sharing Rules

  • Validation Rules

  • Visualforce Components

  • Visualforce Pages

  • Workflow Field Updates

  • Workflow Rules

  • Managed packages

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