Elements.cloud

Org model; Salesforce Org; Explorer view; Org model tree; Metadata tree; Metadata tree view

What is an Org Model?

How to navigate the Org Model ; Metadata dictionary ; How to

Navigating metadata dictionary

How to search for metadata in the Org model

Search metadata in the Org model

Custom views of metadata

Ksawery Lisinski

Oliver Jeffcote

Tomasz Ramus

Salesforce Org Models: functionality

Supported Salesforce clouds

Full list of Salesforce metadata supported in Org Models

Supported metadata

Where used visualisation; Impact analysis; Metadata dependencies;

Dependency trees

Download data sets on dependencies to cross-reference and identify technical debt

Download large dependency sets

How to document external system dependencies with Salesforce; Ref models; Org models; Documenting data flows

How to manually document dependencies in Elements

Metadata dependencies

How we can help you keep track of changes in your Salesforce Org

Salesforce metadata change logs

Email with Salesforce Org model changes; Org updates summary; Salesforce Org data model changes; Why does it show as updated?

Changes to your Org model: summary email & statuses

Change who receives post-sync updates on all changes done in an Org

Manage who gets daily sync updates

Changelog report; Report on changes: Changes in your Org; Elements reporting; Who made changes in my Org

Report on all changes in your Org

Change logs

See how many records; by record type; and get track trends over time

View records by record type in an object

Field % population; Usage; Where used; Where is field used; Can I delete a field; How populated is a field; Field usage breakdown;

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

Permission audit; Visibility audit; Check who has access to Salesforce field; Manage field level access

See who has access to Salesforce fields

Metadata utilization

Clean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;

Optimize / Clean-up tab

How to import Optimize assessments to your Org models from CSV files

Importing Optimize assessment from CSV files

Field impact analysis; Field documentation; Field usage; % population; How is field impact calculated; What is field impact;

Field impact

Checking page layouts assignments; Reporting on page layouts; Who is using page layout?; How to check page layout usage?

Page layout assignments

Profiles; Permission sets; Analysis; Consolidation; Technical debt; Similarities; Migration

How to analyse profiles and permission sets in Elements

Clean-up

Adding and removing stakeholders; My Metadata view; Salesforce; Reference models

Metadata stakeholders

Import metadata stakeholders

How to mass import tags and URLs using a CSV template

Importing Org documentation from a CSV file

How to easily import large volumes of data into Elements; Mass documentation imports;

Mass data imports in Elements

SF nodes; Documenting Salesforce implementation; cross-org documentation; attachments; links; org model; documentation tab

Documentation for Salesforce Org Models and Reference models

Finding the URL for any node in an Org Model

How to import documentation templates; How to install documentation package versions; Packaging documentation feature; Document org model

Install documentation packages

Documentation

Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes; Org Discovery

Salesforce Org Model reports

Comparing Orgs; How to compare orgs in Elements; Org model comparison; Compare your orgs