After you take a snapshot, you can look at the metadata assets that were captured. The View Snapshot interface will show you everything and allow the assets to be edited and searched. There is a special interface to view and bulk edit profiles and permission sets as well. This interface is available by right clicking an item on the desktop and also from the Options Menu.
Within the Visualize option when you right-click a on a Snapshot icon or click the options menu, there are three reports we will outline.
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View Assets |
View Profiles | View Permission Sets |
View Assets visualizes each piece of metadata in your snapshot with XML. At the top of this interface you can see the snapshot details, deployment history, or setup audit trail information, as well as specific details of the metadata asset in the top right.
The three columns at the bottom outline the metadata types/subtypes you can choose from, the metadata assets associated with those types/subtypes and the XML of that asset. A good example of using a subtype instead of the type is Custom Objects. If you select a custom object, like Account, you will get the XML of the entire Account object. Instead, you can choose Fields, then choose a specific field within the Account object, and you will only get the XML of that field.
NOTE: if the metadata type is greyed out, that means it is not available in this snapshot.
Last but certainly not least, on this screen is the Search Palette. If you are curious where a piece of metadata is used within the org, you can search for it either in the search palette directly, or you can search for it within the quick find boxes on the main screen and right-click. The search palette will tell you the quality rank of the reference, the metadata type, metadata asset, if it belongs to a package, as well as a folder.
View Profiles and View Permission Sets work the same way in that they show you either all or some of the Profiles/Permission Sets and the level of access they give to all or some of the Objects selected.
In this view, you can view all of the Profiles or Permission Sets or you can use the Trim Table to edit which ones are present as well as the types of permissions. For example, maybe you only want to look at system admin and standard profile, and you want to look at the object permissions. Click the "Trim Table" button in the top left. On the left column, you'll choose which profiles are included, and on the right column, you'll select Object Permissions from the dropdown, and then if you'd like to see all permissions or be more selective.
These reports are not only great for reporting on levels of access your Profiles and Permission Sets grant, but it can be used to edit levels of access as well. Under the "Trim Table" button is the "Editing Palette" button. When you click this, a palette will appear with options related to the type of permissions you are viewing. For example, with Object Permissions, you'll get create, edit, read, etc. For Tab Visibility, you'll see Default On, Default Off, or Hidden. You can select as many cells as you'd like in the report and then edit the level of access they have within the editing palette. Once you've saved those you'll see an orange "Deploy" button appear. This allows you to make changes in your org in real time. Click deploy, and we will open the Deploy Metadata window to allow you to officially deploy those changes into your org.