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 -
- Highlight one or more of the scoped items in the list
- 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
- 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)
- 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
Predefined Views
Use the View Selector button to filter the list by Common Analysis, Development, 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 -
- Click on the View Selector button
- Select to Save, Save As.., Share, Rename or Delete
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
Use this button for easy access to view the component in SFDC.
Panaya supports displaying components in Salesforce Classic or Lightning Experience.
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
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?