Identifying Unused Metadata with Snapshot

Snapshot is a product designed to help Salesforce administrators identify and manage unused metadata assets in a Salesforce organization (org). This document provides a step-by-step guide on how to use Snapshot for identifying and removing unused metadata in Salesforce orgs.

Prerequisites

• Access to the Snapshot product.
• Salesforce orgs to manage.

Procedure

Step 1: Set Up Salesforce Orgs in Snapshot

1. Open the Snapshot product.
2. Set up all your Salesforce orgs within Snapshot by organizing them in a visual pipeline. This helps to keep an organized view of your Salesforce instances.

Step 2: Take Snapshots

1. In the visual pipeline, take snapshots of your Salesforce orgs. This process captures the current state of the metadata in each org.

Step 3: Access the Forgotten Assets Report

1. Right-click on any Salesforce org in the visual pipeline.
2. Select the “Forgotten assets report” from the context menu. This report contains various metadata types and shows which assets are being used and which are not.

Step 4: Analyze the Report

1. On the left side of the report, you will see a list of different metadata types.
2. Click on any metadata type to view the details in the main report section.
3. For example, clicking on “Email Templates” will show you the email templates that are not being referenced by any other metadata, as well as those that are referenced by workflows, Apex classes, etc.
4. Clicking on “Custom Tabs” might show tabs that are not visible in any profile or permission sets.
5. Click on other metadata types like “Groups” to see if they are referenced by custom objects, sharing rules, or reports.

Step 5: Select Metadata Types for Report

1. Click on the metadata types you are interested in. The selected types will be included in the report.
2. This allows you to create a comprehensive report containing all metadata types that are not being used.

Step 6: Export the Report

1. Once you have selected the metadata types you are interested in, you have the option to export the report.
2. Choose the format you wish to export in, such as CSV, PDF, or HTML.
3. Share the exported report with team members for review.

Step 7: Remove Unused Metadata Assets

1. Once you have identified unused metadata assets that you want to remove, navigate to the deployment interface in Snapshot.
2. Select the metadata assets you wish to delete.
3. Execute the deletion process to remove these unused metadata assets from your Salesforce org.

Conclusion

Snapshot is an efficient tool for identifying unused metadata assets within Salesforce orgs, allowing administrators to keep their environments clean and organized. Through a series of steps including taking snapshots, analyzing reports, and managing metadata, Snapshot streamlines the process of maintaining Salesforce orgs.