All Components view
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All Components view

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Article Summary

The All Components view provides an inventory of all the components that have been mapped in your authenticated Salesforce Org.

  • Hover over the Overview tab and select All Components to display the List view with selected details listed below.


Working with the list view

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

List Columns

  • Active - Yes/No, relates to components that can be set to Active in the Salesforce org
  • API Name
  • Creation Date
  • Component Name
  • Description
  • Extracted From Sandbox/Production
    Click here to learn how to authenticate your Production org
  • Impacted Components - The number of components that are referencing each item, directly and indirectly
  • Impacting Components - The number of components that are referenced by each item, directly and indirectly
  • Last Used
  • Namespace
  • Origin (Custom, Standard, 3rd party, Other)
  • Package - the name of the package (custom or 3rd party) associated with the component
  • Path
  • Production Last Modified (Date)
  • Production Last Modified By (User)
  • Record Objects - relevant for Apex Triggers, Approval Processes, Flows, Process Builders, Workflow Rules
  • Referenced Fields - relevant for Apex Triggers, Approval Processes, Flows, Process Builders, Workflow Rules
  • Referenced Objects - relevant for Apex Triggers, Approval Processes, Flows, Process Builders, Workflow Rules
  • Salesforce ID
  • Sandbox Last Modified (Date)
  • Sandbox Last Modified By (User)
  • Type
  • Updated Fields - relevant for Apex Triggers, Approval Processes, Flows, Process Builders, Workflow Rules
  • Usage

Actions in the list view

Good to Know!

Panaya supports displaying components in Salesforce Classic or Lightning Experience.



Predefined Views

Use the View Selector button to filter the list by a variety of preset views to help quickly identify Technical Debt candidates for cleanup.

 TypeFilter 2Filter 2 ValueFilter 3Filter 3 valueUse Case
Formulas and LookupsFieldImpacting
Components
Min = 1API NameContains __cComplex Formula Fields to be simplified
Package ComponentsAllPackageNot (No Package)  Components related to packages that may no longer be used
All Inactive ComponentsAllActiveNo  Inactive versions of Automation
Inactive Email TemplatesEmail TemplateActiveNo   
Inactive Validation RulesValidation RuleActiveNo   
Deprecated ComponentsAllComponent NameContains deprecated  Components tagged for deprecation
Unused Custom SettingsCustom Label
Custom Metadata (4)
Custom Setting (2)
Impacting
Components
Max = 0   
Unused Reports and DashboardsReport
Dashboard
UsageUnused
Rarely Used
  Reports and Dashboards not relevant to the business.
TIP: Export the Salesforce ID and load CSV list to Data Loader tool for mass delete of Unused Reports.
Follow these instructions for more guidance
Empty Description FieldsField
Field Set
Custom Metadata Type Field
Custom Metadata Record Field
Custom Setting Field
Description(Empty)API NameContains __cNon documented fields
TIP: Use the Creation Date to filter to take action on more recently created fields

View a Demo



Use Case Tips

  • Impacted/Impacting Components - filter on Min/Max = 0 to find all the components without any upstream or downstream dependencies, hence no dependency impact risk when deprecating