Metadata impact assesment You’re managing a complex Salesforce Org, where every change carries risk. Driving up agility and leveraging Agentforce requires an assessment of that risk, so you can make informed business decisions with confidence. Visualize dependencies Quantify risks before making changes Drive up org agility Book a demo Explore platform Some of the clients we have helped Take back control of change Hidden dependencies create risk Changing one part of your Org can unknowingly break another, leading to unexpected failures. A comprehensive impact assessment helps quantify these risks that could slow Agentforce adoption. Unclear impact leads to costly rework Without full visibility, changes cause issues that need fixing later, wasting time and effort.. Understanding the different dimensions of the impact ensures a smoother process and positive outcomes. Errors cause downtime systems and frustration Mistakes in your Org don’t just cause downtime—they create delays, frustration, and lost productivity. The differerent views of the impact can help identify risks early and support risk mitigation. Smart features that keep your Org agile Undocumented changes, unknown dependencies, and the risk of breaking critical processes make every update a gamble. We’ve been there. Agentforce has just raised the stakes. That’s why we built Elements.cloud—to give you the clarity, control, and confidence to make changes without the guesswork. Dependency trees Dependencies can be visualized in a tree or as a spreadsheet-like grid. They help you understand the impact of any change on other metadata, but you can then drill into any aspect to quantify the risk and accurately estimate the change effort. This helps with impact evaluation and ensures potential consequences are considered before making changes. It also enables you to allocate the right level of technical resource for development and testing. Fast track low-risk changes. Allocate time to complex, high risk changes. How used insights Being able to consistently tell you not just what the dependencies are, but how and where they are used requires metadata that is almost impossible to aggregate. But we are able to do it. Whether it is identifying picklist values used in automations, identifying whether fields are used as filters or columns in reports and list views, or which automations read or write to the objects and fields, we’ve got you covered. These insights supports impact assessment and improves the quality of implementation for changes. Field population There are at least 5 reasons not to delete a field just because it has no data. We provide an aggregated view of fields, dependencies, and population, that the simple utilities or Where Used button cannot provide, so you can make informed field deletion decisions. Metadata optimization and tags help manage your technical debt reduction efforts. No need for spreadsheets. Mass assessment grids Sometimes large projects, like removing a managed package retiring or replacing applications, or permissions migration mean that impact analysis one metadata item at a time is time-consuming and unrealistic. With a mass assessment dependency grid, you can analyze dependencies for hundreds of metadata components at a time and filter it to relationships that matter — an essential impact assessment process for managing risks in complex projects. Smart reference search Org’s often have hardcoded IDs and code references in metadata using labels, API names, and IDs. Identifying dependencies usually requires full code reviews by the developers. Elements smart reference search means with a single click (literally!) we can help you find ALL hardcoded IDs across your entire Org. Or every reference to metadata by either API name, label or ID. User story / metadata linkage and conflict checking Once you’ve identified impacted metadata for any change, you want to add it to user stories. You create new user stories or add to existing ones for any metadata items directily from dependency trees and grids.You can also explore dependencies directly from the user stories. This visibility enables conflict checking before the changes hit the development teams which reduces risk and improves planning. Why the worlds leading teams trust us 541 x faster impact analysis than with most other vendors 11 x Faster work-to-be-done documentation Organizations who are in their element Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions What is Salesforce impact analysis? Salesforce impact analysis identifies and assesses the potential consequences of making changes to a Salesforce system or implementing new features. It is typically used to understand the potential impact of these changes on the system’s performance, reliability, and overall functionality, as well as on the system’s users. Impact analysis can help identify potential issues that may arise as a result of a change and for developing plans to mitigate any negative impacts. It is essential in managing and maintaining a Salesforce system, as it can help ensure that changes are implemented smoothly and without disrupting the system’s operation What is Salesforce metadata dictionary? In Salesforce, metadata describes the org’s structure and configuration. The metadata dictionary lists all of the available metadata types in Salesforce and their properties and usage. It is used to understand the implications of making changes and by any stakeholders working with the platform. Some examples of metadata that might be listed in a metadata dictionary include custom objects, fields, picklist values, and Apex classes. Does Salesforce provide a metadata dictionary? No. Salesforce has the Metadata API, which can access most metadata to build a dictionary. But then sophisticated code needs to be developed to provide the dependency and impact analysis. Doesn’t the Salesforce “Where Used” button provide analysis? The “Where Used” button gives limited analysis to custom fields. Relying on just this analysis introduces a very high level of risk. What about free apps like Field Trip, Field Spy, HappySoup and OrgCheck? These apps provide limited analysis for a subset of metadata, which introduces risk by relying on this narrow analysis, and you may spend more time gathering information from multiple apps. A complete picture of the impact and dependency analysis, automated documentation, and your manually added documentation enable you to make decisions on changes more quickly and with far greater confidence. Can I combine the free apps and Metadata API to replicate Elements? Yes, of course. You need to consider the cost of development, the effort to aggregate the results from the different apps, the gaps in analysis, and the maintenance effort to keep up with each new Salesforce release of the Metadata API. Can I trial Elements? Yes. Talk to us.
