The Forgotten Assets report will show metadata and whether they are deemed forgotten or not. We've created a custom algorithm for each metadata type. We created this algorithm because the things that would deem an apex class as forgotten are different than what deems and email template to be considered forgotten.
On the first tab, you have the list of available metadata types. Here you can choose to preview one metadata type, which will populate on the righthand panel, or select the green x of multiple types to pull into the Display Report tab.
This report is color coded red or green. Red means that particular asset is considered forgotten, and the assets in green are referenced by 'something', and that something will depend on what type of metadata it is. For the above example, email templates can be called by a lot of different things, like workflows, auto response rules, etc. If its not referenced by anything, its color coded red.
Knowing there are these 'forgotten assets' is great, but being able to actually take action and delete these assets is even better, and we make that possible. Navigate to the Display Report tab to view all of the metadata you selected on the first tab. You have radio buttons that allow you to turn off color coding, or to remove all of the 'remembered' assets, but the best part of this tab is the Smart Deploy button in the top right. As always, if you need to export this report, right-click and choose which format you'd like to export to.
When you click this button we queue up every asset in red into a delete job list. You could delete these forgotten assets from your org without leaving Snapshot. Don't worry though, if you want to remove something from the delete list, you have full control of the delete job list.
The Forgotten Assets Report in Metazoa Snapshot is designed to display inactive, hidden, or unassigned metadata assets in your Salesforce org. This includes entities that are not visible in any profile, not assigned to any user, or not referenced by any other metadata assets.
The report is structured with various metadata types listed down the left-hand side. Examples of metadata types include:
Custom Applications: These are applications not visible in any profile or permission set.
Custom Fields: Discover fields that are not referenced by any other metadata asset. Profiles and permission sets are excluded as they always have a reference to a field.
Duplicate Rules: See whether these rules are active or not.
Workflow Rules: Find individual rules that are either active or inactive.
Report Types: Identify where report types are referenced and where they are not.
Email Templates: Find templates not referenced by any other metadata asset among the multitude of possible metadata assets that might reference a template.
Some of these reports can oscillate between the data domain and the metadata domain. An example of this is the User Roles, where the report finds roles not assigned to any active user.
Using the Report
The user interface allows you to select the reports you are most interested in, which will automatically show up on the display tab. To provide an overview, you can also remove the details to see just the types of metadata assets that are not referenced by any other metadata asset.
Scheduling the Report
For continuous monitoring and administration, you can schedule these reports to run automatically each time a new snapshot is created. This makes it easier to stay on top of forgotten assets and keep your Salesforce org tidy and efficient.
This forgotten assets report function is a powerful tool for Salesforce org management. It helps identify unused assets and keeps the organization clean, streamlined, and efficient.