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.

Adrian King avatar Ksawery Lisinski avatar Customer-Success-Team avatar
26 articles in this collection
Written by Adrian King, Ksawery Lisinski, and Customer-Success-Team

Reconnecting to a Refreshed Salesforce Sandbox

Steps to reconnect a refreshed Sandbox to an existing Elements Org Model
Adrian King avatar
Written by Adrian King
Updated this week

Field impact

Identify custom fields you can delete and understand what is worth migrating to Salesforce lightning
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Tracking Salesforce Lightning migration effort using Data Tables

Collect data on Salesforce customizations and time to migration to Lightning
Customer-Success-Team avatar
Written by Customer-Success-Team
Updated over a week ago

Elements Catalyst browser extensions

Elements Catalyst analytics and documentation inside Salesforce Setup (Lightning) using the Chrome Extension
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Elements Catalyst mobile app

Installing and using the mobile app (iOS)
Customer-Success-Team avatar
Written by Customer-Success-Team
Updated over a week ago

Installation and setup

Getting going with QuickStart, Manual Setup and troubleshooting, and Frequently Asked Questions
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Written by Customer-Success-Team
Updated over a week ago

Usernames and connecting multiple Orgs to a Space

Understanding Salesforce and Elements user naming conventions and connecting Production and Sandboxes Orgs to a Space
Customer-Success-Team avatar
Written by Customer-Success-Team
Updated over a week ago

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
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Adding managed packages to sync

How do I include my managed packages in the SF Org Model?
Ksawery Lisinski avatar
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 Org Model or other problem / error
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Partially sync your Salesforce Org Model

How to update from Salesforce just a part of your Org
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Single Sign On (SSO)

Every Salesforce user can access Elements using their Salesforce credentials.
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Written by Customer-Success-Team
Updated over a week ago

Invite users to access Org Model

Grant viewer editor or manager rights to Salesforce Org Models
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated this week

Finding URL for any node in Org Model

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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

View records by record type in an object

See how many records, by record type, and get track trends over time
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Using a Namespace in your Salesforce Org

Sync behaviour when an Org has a development namespace defined
Adrian King avatar
Written by Adrian King
Updated over a week ago

See who has access to Salesforce fields

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

Salesforce Org Model reports

How to extract specific data from your SF Org Config
Ksawery Lisinski avatar
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

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

Opening Salesforce Setup in Lightning vs. Classic

Every item in the Org 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

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
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago