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.

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14 articles in this collection
Written by Customer-Success-Team and Ksawery Lisinski

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
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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
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Written by Ksawery Lisinski
Updated over a week ago

See where Salesforce fields are used & get % FILLED for each field in USAGE tab

Understand if you can delete a field, or it is being used and if so how populated it actually is - like FieldTrip
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Written by Ksawery Lisinski
Updated yesterday

Field impact

Identify fields that you can delete, understand what is worth migrating to lightning, evaluate the impact of uninstalling a managed package
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Written by Ksawery Lisinski
Updated over a week ago

See which Salesforce fields are used

View all fields being used by various Salesforce items
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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
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Written by Ksawery Lisinski
Updated over a week ago

Documentation (attachments and links) for Ref and Org Models

The different types of documentation: notes, URL, URL library links, data tables, images; requirements, stories and process activities
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Org Model reports

How to extract specific data from your SF Org Config
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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
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Written by Ksawery Lisinski
Updated over a week ago

Finding URL for any node in Org Model

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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
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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
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Written by Customer-Success-Team
Updated over a week ago

Create Ref Model from Pardot and Mailchimp

Use sync app to create a Ref Model from Pardot
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Written by Ksawery Lisinski
Updated over a week ago

Create new Ref Models to document other systems

Create a Ref Model that defines the config of your app so you can add documentation and links; quickly build by importing a CSV file
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Written by Ksawery Lisinski
Updated over a week ago