You can report on and extract specific data from your Salesforce Org Model. You can then use these reports to analyze your data in greater detail by filtering and sorting relevant information, or you can export it to Excel files if you wish to import it into other systems.
Article outline
Prerequisites
How to generate a report in the Org model
Selecting the objects you want to report on
Types of reports and how you could use them
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Prerequisites
Registered and verified Elements account
Sync'd Salesforce Org
Permissions to access Org Model
How to generate a report in the Org model
Click on the reports icon on the toolbar in the upper-right section of your screen.
Clicking on the "Run new report" text button will bring back a dialog where you can choose the type of report you want to run.
Selecting the objects you want to report on
Every report is generated against the currently displayed scope of the org model.
By default, the whole Org Model is opened and so the reports will be generated against the entire Salesforce configuration - which can sometimes cause reports to crash due to the amount of data being fetched.
When generating a new report you will be prompted to select the object you want for the scope of the report.
You can also limit the scope of the org model by selecting a specific section of your org model and clicking on the "Make node root" icon on the toolbar or the right-click context menu. This will re-generate the org model to focus only on that specific hierarchy of your configuration. Generating reports (especially field ones) should then work better.
Using the "set as root node" icon:
Right-clicking to make the node root:
You can see which node is the 'root' by checking the path at the top of the Org model.
Types of reports and how you could use them
Identify fields for deprecation based on utilization and dependencies :
List all fields for a selected object with utilization by record types and dependenciesAudit fields by how they are being granted access:
Lists all fields with associated profiles, permission sets, and permission set groupsReview the scope of changes to metadata across time frame:
Lists all detected changes by metadata API name, type, user, and type of change.Audit users with dangerous system permissions:
Lists all users with dangerous system permissions and how they have that permission.Understand size and purpose of profiles and permission sets:
Lists all profiles and permission sets and what types of permissions are being granted.Review custom information captured via data tables
Pick one of the pre-built data tables and see captured data across metadataReview key stakeholders and their roles across metadata
Lists all users documented as stakeholders with their role and description against relevant metadata.Understand who is and isn’t using Salesforce
Lists all users in your Salesforce Org with profile assignment and last registered log in date to Salesforce.Adoption of Salesforce in-app help
Lists all notes, links, and diagrams available as in-app help in Salesforce UI via Elements browser extension and how many people have opened each one.Review which user groups are allowed to capture feedback from Salesforce UI
Lists all objects in your Org with groups of users who are allowed to raise feedback in Salesforce UI via Elements browser extension.