Understand your Salesforce Org, clean it up and document it

Create a Ref Model with all Org meta data so you can easily view in a tree structure.

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15 articles in this collection
Written by Ksawery Lisinski

Documentation Hub for Salesforce: (PRO)

Create a Ref Model to get insights and 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

Installing Elements Integration for Salesforce managed package

How ​​to ​​install,​​ configure​​ and​​ manage​​ the​​ Elements Integration​​ for Salesforce managed package
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Written by Ksawery Lisinski
Updated over a week ago

Connect Space to Salesforce Production and Sandbox Orgs

Connect Salesforce Production and multiple Sandbox Orgs to an Elements.cloud Space
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Org sync failure - troubleshooting

Sync taking a long time, sync fails, or missing data in ref model or other problem / error
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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
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Written by Ksawery Lisinski
Updated over a week ago

Get %FILLED for each field in an object by record type

See the field population for any field in standard and custom objects - like FieldTrip
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Written by Ksawery Lisinski
Updated over a week ago

See where Salesforce fields are used in the USAGE tab

Understand if you can delete a field, or it is being used in report, page, or automation...
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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

Salesforce Org Ref 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

Adding attachments to document your Org

You can add notes, URL link, data tables and images to any node, and you can report on all attachments
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Written by Ksawery Lisinski
Updated over a week ago

Linking from requirements and process activities to document your Org

Create links from a requirement or process diagram to any node at any level
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Written by Ksawery Lisinski
Updated over a week ago

Opening Salesforce Setup in Lightning vs. Classic

Every item in the Ref Model has a link to open it in Setup in Salesforce. You choose Lightning or Classic.
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Written by Ksawery Lisinski
Updated over a week ago

Managing multiple Salesforce implementations

Connect more than one Salesforce Production Org and multiple Sandboxes to an Enterprise Space
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Written by Ksawery Lisinski
Updated over a week ago

Understand your Pardot config and then document it

Sync the Pardot data into a ref model
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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