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Salesforce Org Models: functionality
Salesforce Org Models: functionality
Overview of Org Model functionality
+1
28 articles in this collection
Written by
Adrian King,
Ksawery Lisinski,
Oliver Jeffcote
and 1 other
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
Navigating metadata dictionary
How to navigate the Org Model ; Metadata dictionary ; How to
Written by
Ksawery Lisinski
Updated over a week ago
Search metadata in the Org model
How to search for metadata in the Org model
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
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