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Understand your Salesforce Org, clean it up and document it
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.
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
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 today
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
Written by
Ksawery Lisinski
Updated today
Optimize / Clean-up tab
Clean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;
Written by
Ksawery Lisinski
Updated today
Dependency trees: where used?
Where used visualisation; Full impact analysis; Metadata dependencies;
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
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
Field impact
Identify fields that you can delete, understand what is worth migrating to lightning, evaluate the impact of uninstalling a managed package
Written by
Ksawery Lisinski
Updated over a week ago
Page layout assignments
Seeing which profiles / how many users can see a given page layout
Written by
Ksawery Lisinski
Updated over a week ago
See which Salesforce fields are used
View all fields being used by various Salesforce items
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
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
Written by
Ksawery Lisinski
Updated over a week ago
Install documentation packages
How to import documentation templates ; how to install documentation package versions
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; Org Discovery
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
Written by
Ksawery Lisinski
Updated over a week ago
Finding URL for any node in Org Model
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
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
Written by
Ksawery Lisinski
Updated over a week ago