Welcome to the Metazoa Technical Debt Center! This suite comprises six applications that help manage all aspects of your technical debt, helping you not only identify but also eliminate it from your Salesforce organization (org).
To get started, simply install our desktop player and launch it. From the main screen, you can select any of the six applications listed on the left. You will need to enter your Salesforce org credentials on the right and click the 'Launch' button below.
Applications
1. Field and Pick List Usage
This application generates a report showing underutilized fields and pick lists in your Salesforce org.
How to Use:
- Select any standard or custom object on the left.
- Choose to work with all records or apply a filter.
- Click on the 'Preview Report' tab to generate the report.
Report Features:
- Detailed information on each field.
- Edit the compliance information for each field directly from the report.
- The 'Smart Deploy' button allows you to delete fields from your org using Metazoa deployment tools.
2. Forgotten Assets
This report allows you to select from 50 different metadata types and displays those that are inactive, unconnected, or disabled.
How to Use:
- Select the metadata types you're interested in on the left.
- Progress to the 'Display Report' tab.
Report Features:
- The 'Smart Deploy' button allows you to remove the inactive, hidden, or disabled metadata types from your org.
3. Change Impact Analysis
This report helps you understand the complexity of your Salesforce org.
How to Use:
- Select any metadata type on the left and any asset on the right.
- Click on the 'View Dependency' tab.
Report Features:
- Shows everything that refers to the selected object and everything that the object refers to.
- Drill into relationships by double-clicking an arrow to see how an object is referenced.
4. User Connection Cleanup
This powerful tool helps to see how users are connected to your org and enables you to fix connections between an inactive user and your org.
How to Use:
- Select an inactive user on the left and the types of connections on the right.
- Go to the 'Display Report' tab.
Report Features:
- Allows you to fix connections by selecting the changes you want to make in the center column and clicking the 'User Cleanup' button.
- The 'Owner Cleanup' tab lets you remap ownership of standard and custom objects from inactive users to active users.
- Remap user license assignments to save costs.
5. License Expense Management
This report helps manage license assignments and understand how your licenses are used, indicating where you can save money.
How to Use:
- Select a user on the left to view their assigned licenses.
- Click on the licenses to make instant assignment changes.
- View various reports under the 'Select Reports' tab.
Report Features:
- Allows you to make bulk license assignments.
- The 'Combined Differences Report' shows users that either have a license without necessary permission or have permission without the appropriate license.
- Make permission or license changes to bring those two things into balance.
With the help of the Metazoa Technical Debt Center, you can optimize and clean up your Salesforce org in a more efficient way. This suite of tools brings ease and efficiency to the management of technical debt in your Salesforce environment.