You can use the Optimize / Clean-up tab in your Salesforce Org Model to identify and mark metadata that need to be deleted, optimized, documented or investigated. It is an easy to use and quick tool to aid you in your clean-up efforts.
- How to use the Optimize / Clean-up tab
- Optimize workflow
- Reporting on optimization actions
- Planned improvements
How to use the Optimize / Clean-up tab
The Optimize / Clean-up tab is present in the right panel for all synced Salesforce metadata in your Org model. It is available under the broom icon.
Users with edit rights on the org model can change the status, choose the assignee and leave a comment on why they chose a particular action.
Important: Assignees will not receive a notification upon being selected for a particular metadata. This is intended as a documentation and can be used when reporting on specified clean-up actions.
You can choose any Optimize / Clean-up status at any point. There is no fixed workflow restricting you. However, in order to make sense of the provided statuses, we recommend you follow the approach outlines below:
The Optimize / Clean-up tab is meant to help you manage your org clean-up quickly and effortlessly. However, to plan and document specific actions, we recommend you raise business requirements and user stories to document how the metadata should be optimized.
Reporting on optimization actions
You can spot metadata that was classified as needing some optimize action in the org model by looking at the "Optimization" column.
For more focused search, you should generate an "Optimize" report in the org model.
The report will bring back the list of all metadata in the org model with their optimization status (for most of them it will be "unassessed"), user comment, assignee, metadata type and other information. You can use filters to narrow down the list of results to metadata that are in particular state.
At the moment the optimize / clean-up tab allows you to manually mark metadata that should be optimized. Going forward we plan to automate and highlight metadata that we consider to be "Optimize potential". Among the planned rules are:
- Low impact fields
- Profiles without active users
- Page layouts without assigned profiles or with profiles without active users
- Reports that haven't been run in a long time
- Email templates that haven't been used in a long time
If you have suggestions on what metadata could be automatically classified as "Optimize potential", let us know!