Understand your Salesforce Org, clean it up and document it

Create a Org Model with all Org metadata so you can easily view it in a tree structure.

Customer-Success-Team avatar Ksawery Lisinski avatar
18 articles in this collection
Written by Customer-Success-Team and Ksawery Lisinski

What is an Org Model?

Org model; Salesforce Org; Explorer view; Org model tree; Metadata tree; Metadata tree view
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Written by Ksawery Lisinski
Updated over a week ago

Changes to your Org model: summary email & statuses

Email with Salesforce Org model changes; Org updates summary; Salesforce Org data model changes; Why does it show as updated?
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Written by Ksawery Lisinski
Updated over a week ago

Overview of clean up, document and build your Salesforce org with Elements Catalyst managed package: (PRO)

Create an Org Model to get insights and a clearer view of your Salesforce Org config (metadata); both Production and Sandbox
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Written by Ksawery Lisinski
Updated over a week ago

Optimize/clean-up tab

Clean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;
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Written by Ksawery Lisinski
Updated over a week ago

Dependency trees: where used?

Where used visualisation; Full impact analysis; Metadata dependencies;
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Written by Ksawery Lisinski
Updated over a week ago

View records by record type in an object

See how many records, by record type, and get track trends over time
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Written by Ksawery Lisinski
Updated over a week ago

Impact analysis / dependency/ usage tab: field % population and dependency data

Field % population; Usage; Where used; Where is field used; Can I delete a field; How populated is a field; Field usage breakdown;
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Written by Ksawery Lisinski
Updated over a week ago

Field impact

Identify fields that you can delete, understand what is worth migrating to lightning, evaluate the impact of uninstalling a managed package
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Written by Ksawery Lisinski
Updated over a week ago

Page layout assignments

Seeing which profiles / how many users can see a given page layout
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Written by Ksawery Lisinski
Updated over a week ago

See which Salesforce fields are used

View all fields being used by various Salesforce items
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Written by Ksawery Lisinski
Updated over a week ago

See who has access to Salesforce fields

Show users with access to fields based on their profile and permissions
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Written by Ksawery Lisinski
Updated over a week ago

Documentation for Salesforce Org Models and Reference models

SF nodes; Documenting Salesforce implementation; cross-org documentation; attachments; links; org model; documentation tab
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Org Model reports

Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Org Model comparison

Compare your Salesforce Orgs (Production vs Sandbox or Sandbox vs Sandbox) and see differences
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Written by Ksawery Lisinski
Updated over a week ago

Copado documentation and dependency insights

How to display documentation, usage and dependency insights on metadata in Copado
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Written by Ksawery Lisinski
Updated over a week ago

Finding URL for any node in Org Model

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Written by Customer-Success-Team
Updated over a week ago

Tracking Salesforce Lightning migration effort using Data Tables

Collect data on Salesforce customizations and time to migration to Lightning
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Written by Customer-Success-Team
Updated over a week ago

Tracking Salesforce integrations using Data Tables

Collect data on objects and fields in Salesforce that are used in integrations
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Written by Customer-Success-Team
Updated over a week ago