SalesForce

How to review your ForeSight Analysis?

Once you have defined the scope of your analysis, you can select one or more items to analyze using our Dynamic Graph or List view

Jump to - 

  1. Highlight one or more of the scoped items in the list
  2. Select from the following Impact Analysis options - 

    Impact Analysis
    Displays a filtered list of impacted components

    360° Analysis
    Displays both impacted and impacting components

    Components Analysis
    Displays a filtered list of impacting components 

  3. You can view the analysis in List or Graph view 

 


List View

Panaya displays a list of all impacted components as well as the details listed below -

  • API Name
  • Comments - You can add or view any existing comments related to the impacted component
  • Description
  • Enabled - Yes/No, relates to any component that could potentially be activated at the given time
  • Extracted From Sandbox/Production
    Click here to learn how to authenticate your Production org
  • In Changes
    Use the Add to Changes button to add the Impacted Component to your list of Changes
  • Last Used
  • Namespace
  • Origin (Standard, Custom, 3rd Party)
  • Package - the name of the package (custom or 3rd party) associated to the component
  • Path
  • Production Last Modified (Date)
  • Production Last Modified By (User)
  • Reviewed - Use the Reviewed toggle button to mark any Impacted Component as Reviewed or Not Reviewed
  • Sandbox Last Modified (Date)
  • Sandbox Last Modified By (User)
  • Scope Impact (Directly Impacted, Indirectly Impacted, Directly Impacting, Indirectly Impacting)
  • Scope Items
  • Usage

Use the Select Columns button to add or remove columns from the list

 

Good to Know!


Predefined Views
Use the View Selector button to filter the list by Common AnalysisDevelopment, Declarative, or Data Usage components.
Learn more about predefined views in your Salesforce analysis


 

Custom Views
Create your own custom views by adjusting filters and adding, sorting, moving, or grouping columns.
You can then share your view with other project users. 

To view, save, share, rename or delete a custom view -

  1. Click on the View Selector button
  2. Select to Save, Save As.., Share, Rename or Delete

 

Add Scope Item.
Click on the Add Scope Item button and select Add New Scope Item in order to select additional components to analyze. Alternatively, select a component from the list of Impacted componets, and click on Add Selected as Scope Item in order to add the component to the Scope Item list, and it is ready for further analysis.

Assess Impact
Click on the Assess Impact button to see the Graph view of the selected component and its relationship to the Scope Item as well as its other related dependencies.

View Source Code
For code-based components (Apex Class, Apex Test Class, Apex Trigger, Visualforce Component, Visualforce Page, Lightning Web Component), Panaya pinpoints the exact impact within the code.
Click on the View Source Code button to view the source code. Panaya highlights areas of impact within the code.


You can toggle between Light and Dark mode

View in Salesforce

Use this button for easy access to view the component in SFDC.
Panaya supports displaying components in Salesforce Classic or Lightning Experience

 

Permission/RTs.
Click on the Permission/RTs button to see a list of all the Profiles, Permission Sets and Record Types associated with the selected component..This can be used in conjunction with the Profiles and Permission Sets filter to isolate all the impacted components that relate to the same Profiles and Permission Sets as the selected object.

 

 

Graph View
The graph allows an immediate understanding of how components are impacting one another.
Learn more about the Graph View

Changes List
Whether you use the analysis list or graph view, you can add components to your list of changes.

  • When in list view, select a component from the list and click on Add to Changes
  • When in graph view, right-click on a component and select Add to Changes

 

  • NOTE: A component that is Added to the list of Changes from a Component Analysis, will automatically be added as a Scope Item as well, in order to see if there are Impacted Components for that item which need to be reviewed before making any changes.

 

To view the list of Changes

  • From the list or graph view of your analysis, click on Scope to go back
  • Select the Changes section from the left pane

     

To add a component to the list, click on Add Changes. To remove a component from the list, click on Remove Changes.
You can select one or more Components from your Changes list and Export them to a Package XML



Use this list to link to an existing Task or generate a new Task (Level 3) for one or more Changes. If the buttons are not enabled, you may need to create a User Story (Level 2) first.


 

See also
How to analyze risk for impacted Salesforce components?