Salesforce Org Models: functionality | Support for Elements.cloud

What is an Org Model?

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

Written by Ksawery Lisinski
Updated over a week ago

Supported metadata

Supported Salesforce clouds

List of supported Salesforce clouds

Written by Ksawery Lisinski
Updated over a week ago

Full list of Salesforce metadata supported in Org Models

Metadata, Org Model, Metadata types

Written by Tomasz Ramus
Updated over a week ago

Metadata dependencies

Supported Salesforce dependencies

List of metadata dependencies supported in Org Models

Written by Ksawery Lisinski
Updated over a week ago

Dependency trees

Where used visualisation; Impact analysis; Metadata dependencies;

Written by Ksawery Lisinski
Updated over a week ago

Download large dependency sets

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

Written by Ksawery Lisinski
Updated over a week ago

How to manually document dependencies in Elements

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

Written by Oliver Jeffcote
Updated over a week ago

Change logs

Salesforce metadata change logs

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

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?

Written by Ksawery Lisinski
Updated over a week ago

Manage who gets daily sync updates

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

Written by Ksawery Lisinski
Updated over a week ago

Report on all changes in your Org

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

Written by Ksawery Lisinski
Updated over a week ago

Metadata utilization

View records by record type in an object

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

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;

Written by Ksawery Lisinski
Updated over a week ago

See who has access to Salesforce fields

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

Written by Ksawery Lisinski
Updated over a week ago

Clean-up

Optimize / Clean-up tab

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

Written by Ksawery Lisinski
Updated over a week ago

Importing Optimize assessment from CSV files

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

Written by Oliver Jeffcote
Updated over a week ago

Field impact

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

Written by Ksawery Lisinski
Updated over a week ago

Page layout assignments

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

Written by Ksawery Lisinski
Updated over a week ago

Documentation

Metadata stakeholders

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

Written by Tomasz Ramus
Updated over a week ago

Import metadata stakeholders

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

Written by Ksawery Lisinski
Updated over a week ago

Importing Org documentation from a CSV file

How to mass import tags and URLs using a CSV template

Written by Oliver Jeffcote
Updated over a week ago

Mass data imports in Elements

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

Written by Oliver Jeffcote
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

Written by Ksawery Lisinski
Updated over a week ago

Finding the URL for any node in an Org Model

Written by Adrian King
Updated over a week ago

Install documentation packages

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

Written by Ksawery Lisinski
Updated over a week ago

Reporting

Salesforce Org Model reports

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

Written by Ksawery Lisinski
Updated over a week ago

Salesforce Org Model comparison

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

Written by Ksawery Lisinski
Updated over a week ago