Understand your Salesforce Org, clean it up and document it

What is an Org Model?

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

Written by Ksawery Lisinski
Updated this week

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 this week

Optimize / Clean-up tab

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

Written by Ksawery Lisinski
Updated this week

Dependency trees

Where used visualisation; Impact analysis; Metadata dependencies;

Written by Ksawery Lisinski
Updated this week

Download large dependency sets

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

Written by Ksawery Lisinski
Updated this week

Salesforce metadata change logs

Keep track of who changed what in your Salesforce Org environment

Written by Ksawery Lisinski
Updated this week

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 this week

Manage who gets daily sync updates

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

Written by Ksawery Lisinski
Updated this week

Report on all changes in your Org

You can run a report against an Org model listing all changes done to any metadata

Written by Ksawery Lisinski
Updated this week

Metadata stakeholders

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

Written by Ksawery Lisinski
Updated this week

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 this week

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 this week

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 this week

Page layout assignments

Seeing which profiles / how many users can see a given page layout

Written by Ksawery Lisinski
Updated this week

See which Salesforce fields are used

View all fields being used by various Salesforce items

Written by Ksawery Lisinski
Updated this week

See who has access to Salesforce fields

Show users with access to fields based on their profile and permissions

Written by Ksawery Lisinski
Updated this week

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 this week

Install documentation packages

How to import documentation templates ; how to install documentation package versions

Written by Ksawery Lisinski
Updated this week

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 this week

Salesforce Org Model comparison

Compare your Salesforce Orgs (Production vs Sandbox or Sandbox vs Sandbox) and see differences

Written by Ksawery Lisinski
Updated this week

Finding the URL for any node in an Org Model

Written by Adrian King
Updated this week

Tracking Salesforce Lightning migration effort using Data Tables

Collect data on Salesforce customizations and time to migration to Lightning

Written by Adrian King
Updated this week

Tracking Salesforce integrations using Data Tables

Collect data on objects and fields in Salesforce that are used in integrations

Written by Ksawery Lisinski
Updated this week