Merge branch 'pr-143' into dev

jtviolet · jtviolet · commit 1631d86aebf4 · 2025-08-04T15:14:23.000-04:00
diff --git a/docs/platgovsalesforceflashlight/cleanup/cleanup_customizations.md b/docs/platgovsalesforceflashlight/cleanup/cleanup_customizations.md
@@ -45,9 +45,9 @@ Use these processes to Clean up Individual Customization or Clean Up Multiple Cu
 
 5. Select fields to display:
 
-- **Clean Up Classification**
-- **Clean Up Comments**
-- **Clean Up Status**
+    - **Clean Up Classification**
+    - **Clean Up Comments**
+    - **Clean Up Status**
 
 ![createlist_view_for_cleanup_800x403](/images/platgovsalesforceflashlight/clean_up/createlist_view_for_cleanup_800x403.webp)6.
 Restrict Visibility. You can choose to have the list view:
@@ -59,11 +59,13 @@ Restrict Visibility. You can choose to have the list view:
 7. Click **Save**.
 8. Once your list view has been created, you can multi-select customizations for clean up by
    checking the box beside Action.
-   ![multi_select_cleanup_800x382](/images/platgovsalesforceflashlight/clean_up/multi_select_cleanup_800x382.webp)9.
-   You can now choose what you want to edit for the multiple customizations selected.
-    For example, if you want to change the clean up status:
-9. Go to **Edit Clean Up Status**.
-10. Select a status such as To Be Cleaned Up.
-11. Choose to **Apply changes to: All the selected records**.
-12. Click **Save**.
-    ![flagging_mass_customizations_800x374](/images/platgovsalesforceflashlight/clean_up/flagging_mass_customizations_800x374.webp)
+
+   ![multi_select_cleanup_800x382](/img/product_docs/platgovsalesforceflashlight/clean_up/multi_select_cleanup_800x382.webp)
+
+9. You can now choose what you want to edit for the multiple customizations selected. For example, if you want to change the clean up status:
+    1. Go to **Edit Clean Up Status**.
+    2. Select a status such as **To Be Cleaned Up**.
+    3. Choose to **Apply changes to: All the selected records**.
+    4. Click **Save**.
+
+    ![flagging_mass_customizations_800x374](/img/product_docs/platgovsalesforceflashlight/clean_up/flagging_mass_customizations_800x374.webp)
diff --git a/docs/platgovsalesforceflashlight/cleanup/cleanup_overview.md b/docs/platgovsalesforceflashlight/cleanup/cleanup_overview.md
@@ -10,8 +10,8 @@ Clean up involves some or all of the following steps:
 
 1. Identify and remove unused customizations (either individual or multiple):
 
-- Completely unused
-- Useless or inefficient
+    - Completely unused
+    - Useless or inefficient
 
 2. Identify and fix improperly set-up customizations (eg. no help text, inactive owner).
 3. Describe each object and its clean up task (under the improvements tab.)
@@ -29,8 +29,10 @@ follow the same steps:
 4. Manage the clean up as appropriate
 5. Run the scanner
 
-NOTE: Always check the Last Date Scanned on any object and re-scan that object if necessary to
+:::note
+Always check the Last Date Scanned on any object and re-scan that object if necessary to
 ensure the information about that object is up to date.
+:::
 
 ### Select the Approach
 
@@ -55,9 +57,11 @@ Strongpoint homepage under Strongpoint Features and Reports.
 You can clean up individual or multiple customizations by going to the Customization tab and
 selecting **Create New View**. Use the filters to generate your list.
 
-NOTE: Before moving on to other clean up activities, it is often a good idea to delete unused
+:::note
+Before moving on to other clean up activities, it is often a good idea to delete unused
 customizations that are highly likely safe to delete, such as fields that have not been used in
 years or that are not used by any other customization.
+:::
 
 ### Analyze and Organize the Results
 
diff --git a/docs/platgovsalesforceflashlight/cleanup/date_last_used.md b/docs/platgovsalesforceflashlight/cleanup/date_last_used.md
@@ -11,15 +11,11 @@ last date the Customization, or the data it contains, was created, changed, acce
 used.The DLU value indicates that the customization was used at least as late as the DLU. It does
 not indicate if it was used earlier. If DLU is blank, it indicates there in no verified date.
 
-> DLU CustomField Details
->
-> Setting the DLU Expiration
->
-> DLU Metadata Types
->
-> Excluded Metadata Extended Types
->
-> DLU Scheduler
+- DLU CustomField Details
+- Setting the DLU Expiration
+- DLU Metadata Types
+- Excluded Metadata Extended Types
+- DLU Scheduler
 
 ## DLU CustomField Details
 
@@ -29,8 +25,10 @@ make better decisions about the value of maintaining specific CustomFields. Usag
 - how often the field has data (_frequency_)
 - how recently the field has been used (_recency_)
 
-NOTE: DLU analysis should only be performed in Production orgs. Sandbox orgs do not reflect actual
+:::note
+DLU analysis should only be performed in Production orgs. Sandbox orgs do not reflect actual
 usage.
+:::
 
 Usage data fields:
 
@@ -48,18 +46,18 @@ Usage data fields:
   disabled. **CreatedDate** is more accurate for the CustomField than the **LastModifiedDate** for
   the record.
 - **DLU Status** displays the current status:
-   | DLU Status | DLU | Field History Tracking | Date DLU Analyzed | Parent Last Update Date | | ---
-  | --- | --- | --- | --- | | Unavailable | Blank | Never enabled for this field. | Blank |
-  Populated | | Pending | Blank | Enabled. Waiting for the scanner to run. | Blank | Populated | |
-  Current | Populated | Enabled. DLU is current and accurate using automated nightly scans. | Today
-  | Blank | | Recent | Populated, May be stale | Disabled. Last scan when enabled was within the
-  past three months. Three months is the default time period. See Setting the DLU Expiration. |
-  Within set time period | Populated | | Expired | Populated, May be stale | Disabled. Last scan
-  when enabled was longer than three months ago. Three months is the default time period. See
-  Setting the DLU Expiration. | Older than set time period | Populated | If Field History Tracking
-  is enabled for a CustomField with a **DLU Status** of either **Recent** or **Expired**, the status
-  is changed to **Pending**. Here is an example:
-  ![Example of the DLU status fields for a CustomField](/images/platgovsalesforceflashlight/clean_up/dlu_status_example_customfield_800x294.webp)
+
+| DLU Status | DLU | Field History Tracking | Date DLU Analyzed | Parent Last Update Date |
+| ---| --- | --- | --- | --- |
+| Unavailable | Blank | Never enabled for this field. | Blank | Populated |
+| Pending | Blank | Enabled. Waiting for the scanner to run. | Blank | Populated |
+| Current | Populated | Enabled. DLU is current and accurate using automated nightly scans. | Today | Blank |
+| Recent | Populated, May be stale | Disabled. Last scan when enabled was within the past three months. Three months is the default time period. See Setting the DLU Expiration. | Within set time period | Populated |
+| Expired | Populated, May be stale | Disabled. Last scan when enabled was longer than three months ago. Three months is the default time period. See Setting the DLU Expiration. | Older than set time period | Populated |
+
+If Field History Tracking is enabled for a CustomField with a **DLU Status** of either **Recent** or **Expired**, the status is changed to **Pending**. Here is an example:
+
+  ![Example of the DLU status fields for a CustomField](/img/product_docs/platgovsalesforceflashlight/clean_up/dlu_status_example_customfield_800x294.webp)
 
 ### Notes
 
@@ -97,7 +95,7 @@ DLU can be used for the following metadata types:
 | Salesforce Family Types & Joins                | Metadata Types                                                                                       | DLU                                                                                               |
 | ---------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
 | Workflow                                       | Workflow Rule                                                                                        | Date workflow rule was last run.                                                                  |
-| Workflow Approva lProcess Flow Validation Rule | Last date base record updated, if enabled                                                            |                                                                                                   |
+| Workflow Approval Process Flow Validation Rule | Last date base record updated, if enabled                                                            |                                                                                                   |
 | Scripts                                        | Apex Class**\*** Apex Trigger**\*** Apex Component**\*** Lightning Component Lightning Web Component | The last date the code was triggered by any script based on the log of the last time it was run.  |
 | Forms                                          | Layout Compact Layout                                                                                | If assigned to a profile, it is the date the last record that belongs to the layout was updated . |
 | Apex Page**\***                                | The last date the page was accessed (the code was triggered).                                        |                                                                                                   |
diff --git a/docs/platgovsalesforceflashlight/cleanup/documented_metadata_types.md b/docs/platgovsalesforceflashlight/cleanup/documented_metadata_types.md
@@ -4,7 +4,7 @@ description: "Documented Metadata Types"
 sidebar_position: 40
 ---
 
-You can view the documented Metadata by **Type** or by Category.
+You can view the documented Metadata by [Type](#metadata-by-type) or by [Category](#metadata-by-category).
 
 ## Metadata by Type
 
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/config_and_stats.md b/docs/platgovsalesforceflashlight/gettingstarted/config_and_stats.md
@@ -15,13 +15,10 @@ Click **Download PDF** to create a PDF file of the current status.
 
 The report is divided into these sections:
 
-> Scanner Status Overview
->
-> Documentation Stats
->
-> Scanner Logs
->
-> Scanner Additional Information
+- Scanner Status Overview
+- Documentation Stats
+- Scanner Logs
+- Scanner Additional Information
 
 ## Scanner Status Overview
 
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/customizations_overview.md b/docs/platgovsalesforceflashlight/gettingstarted/customizations_overview.md
@@ -31,12 +31,7 @@ script.![drd_800x155](/images/platgovsalesforceflashlight/customizations/drd_800
 
 These reports are available from **Flashlight** > **Reports / List Views** > **Customizations**.
 
-> **All Customizations**: This enables you to use Salesforce functionality to filter searches
-> quickly for specific customizations.
->
-> **Customization Impact**: This report shows your customizations and how they impact other objects.
->
-> **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
->
-> **Object Permissions by Profile**: This report displays **Object Permissions** grouped by
-> **Profile**.
+- **All Customizations**: This enables you to use Salesforce functionality to filter searches quickly for specific customizations.
+- **Customization Impact**: This report shows your customizations and how they impact other objects.
+- **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
+- **Object Permissions by Profile**: This report displays **Object Permissions** grouped by **Profile**.
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/installing_flashlight.md b/docs/platgovsalesforceflashlight/gettingstarted/installing_flashlight.md
@@ -20,7 +20,9 @@ Strongpoint:
 4. Click **Install**
    ![Install Flashlight by Strongpoint](/images/platgovsalesforceflashlight/getting_started/install_flashlight1_800x399.webp)
 
-NOTE: Strongpoint installs in the background. An email notification is sent to you when the
+:::note
+Strongpoint installs in the background. An email notification is sent to you when the
 installation is complete.
+:::
 
 **Next Step:** [Using the Getting Started Wizard](/docs/platgovsalesforceflashlight/gettingstarted/using_getting_started_wizard.md)
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/report_a_bug.md b/docs/platgovsalesforceflashlight/gettingstarted/report_a_bug.md
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/scheduler.md b/docs/platgovsalesforceflashlight/gettingstarted/scheduler.md
@@ -12,7 +12,9 @@ Strongpoint's scheduler creates automated scans and documents the Field Usage an
 To use the scheduler tool:
 
 1. Open **Flashlight** > **Support** > **Scheduler**
-   ![scheduler](/images/platgovsalesforce/clean_up/scheduler.webp)2.
-   Toggle **Enabled**/**Disabled**by the category. Your selections are automatically saved.
-2. Select the **Frequency** , **Day** and **Time**. Your selections are automatically saved.
-3. Click any menu item to close the **Scheduler**.
+
+   ![scheduler](/img/product_docs/platgovsalesforce/clean_up/scheduler.webp)
+
+2. Toggle **Enabled**/**Disabled**by the category. Your selections are automatically saved.
+3. Select the **Frequency**, **Day** and **Time**. Your selections are automatically saved.
+4. Click any menu item to close the **Scheduler**.
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/understanding_customization_record.md b/docs/platgovsalesforceflashlight/gettingstarted/understanding_customization_record.md
@@ -35,17 +35,12 @@ Customization record fields include:
 
 These are the tabs inside a customization record:
 
-> Metadata
->
-> Improvements
->
-> Control
->
-> DRD
->
-> Raw Data
->
-> Related Lists
+- Metadata
+- Improvements
+- Control
+- DRD
+- Raw Data
+- Related Lists
 
 ### Metadata
 
@@ -81,9 +76,6 @@ as clean up:
 - **Clean-up Classification**: This field shows an overview of the clean-up classification.
 - **Add to Change Request**: Lookup tool to associate the clean up to an existing change request.
 
-- : This is one or more Customization records representing the data source(s) for this particular
-  field.
-
 ### Control
 
 The control tab describes assigned controls on a customization record for example controls assigned
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/uninstalling_flashlight.md b/docs/platgovsalesforceflashlight/gettingstarted/uninstalling_flashlight.md
@@ -12,9 +12,4 @@ Here is how to uninstall the Flashlight app from your org:
 2. Select **Apps** > **App Manager**
 3. Locate **Flashlight** in the installed list.
 4. Click the Action icon on the far right of the Flashlight entry and click
-   **Delete**![uninstall_flashlight_800x285](/images/platgovsalesforceflashlight/getting_started/uninstall_flashlight_800x285.webp)
-
-NOTE: Once you uninstall the Flashlight app you must
-email [flashlight@strongpoint.io](mailto:flashlight@strongpoint.io) to ensure you are not billed
-again. If you cancel within 48 hours of your next scheduled billing, you may be charged and then
-refunded
+   **Delete**![uninstall_flashlight_800x285](/img/product_docs/platgovsalesforceflashlight/getting_started/uninstall_flashlight_800x285.webp)
diff --git a/docs/platgovsalesforceflashlight/gettingstarted/using_getting_started_wizard.md b/docs/platgovsalesforceflashlight/gettingstarted/using_getting_started_wizard.md
@@ -11,14 +11,19 @@ The Getting Started Wizard is available after you have installed the Flashlight
 
 To use the Getting Started Wizard:
 
-1. Open the Salesforce **App Launcher** and select **Flashlight**.
-   ![Launch the Flashlight app](/images/platgovsalesforceflashlight/getting_started/install_flashlight2.webp)
+1. Open the Salesforce **App Launcher** and select **Flashlight**. 
+
+   ![Launch the Flashlight app](/img/product_docs/platgovsalesforceflashlight/getting_started/install_flashlight2.webp)
+
 2. Click on the **Flashlight** tab to open the Flashlight homepage.
 3. Open **Support** > **Getting Started Wizard**
-   ![getting_started_wizard](/images/platgovsalesforceflashlight/getting_started/getting_started_wizard.webp)
+
+   ![getting_started_wizard](/img/product_docs/platgovsalesforceflashlight/getting_started/getting_started_wizard.webp)
 
 4. Click **Run Scanner** to start the process.
-   ![Run the Scanner to start the documentation process](/images/platgovsalesforceflashlight/getting_started/run_scanner.webp)
+
+   ![Run the Scanner to start the documentation process](/img/product_docs/platgovsalesforceflashlight/getting_started/run_scanner.webp)
+   
 5. Click **Next**.
 6. Click **Done**.
 
diff --git a/docs/platgovsalesforceflashlight/tools/export_object_attachment_records.md b/docs/platgovsalesforceflashlight/tools/export_object_attachment_records.md
@@ -17,9 +17,8 @@ Salesforce. Your download file is available under **Notes & Attachments**.
 The export history is saved in Salesforce. You can view the list, or add the Export Object
 Attachments tabs to your menu bar.
 
-> Salesforce Classic View
->
-> Salesforce Lightning
+- Salesforce Classic View
+- Salesforce Lightning
 
 ## Salesforce Classic View
 
diff --git a/docs/platgovsalesforceflashlight/tools/export_objects.md b/docs/platgovsalesforceflashlight/tools/export_objects.md
@@ -13,11 +13,11 @@ to avoid timing out or exceeding the Salesforce Governor Limits. You will receiv
 link to the [Export Object Attachment](/docs/platgovsalesforceflashlight/tools/export_object_attachment_records.md) record, where you can
 download your file.
 
-NOTE: Strongpoint stores Object-level permissions in a Custom Object. There are two reports
+:::note
+Strongpoint stores Object-level permissions in a Custom Object. There are two reports
 (**Flashlight** > **Reports / List Views** > **Customizations**) for easy access to this
-information:
-**Permissions by Object**
-**Object Permissions by Profile**
+information: **Permissions by Object** and **Object Permissions by Profile**
+:::
 
 1. Open **Flashlight** > **Tools** > **Export Objects**
    **Objects** is the default tab. **Profiles and Permission Sets** and **Users** exports are on
diff --git a/docs/platgovsalesforceflashlight/tools/reports_overview.md b/docs/platgovsalesforceflashlight/tools/reports_overview.md
@@ -21,36 +21,22 @@ You can define and save your own reports.
 
 These reports are available from **Flashlight** > **Reports / List Views** > **Customizations**.
 
-> **All Customizations**: This enables you to use Salesforce functionality to filter searches
-> quickly for specific customizations.
->
-> **Customization Impact**: This report shows your customizations and how they impact other objects.
->
-> **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
->
-> **Object Permissions by Profile**: This report displays **Object Permissions** grouped by
-> **Profile**.
+- **All Customizations**: This enables you to use Salesforce functionality to filter searches quickly for specific customizations.
+- **Customization Impact**: This report shows your customizations and how they impact other objects.
+- **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
+- **Object Permissions by Profile**: This report displays **Object Permissions** grouped by **Profile**.
 
 ## Clean Up
 
 These reports are available from **Flashlight** > **Reports / List Views** > **Clean Up**.
 
-> [Default Clean Up List View](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#default-clean-up-list-view)
->
-> [Open Clean Up Status](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#open-clean-up-status)
->
-> [Clean Up Waiting for Info](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#clean-up-waiting-for-info)
->
-> [Customizations Excluded from Clean Up](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#customizations-excluded-from-clean-up)
->
-> [Unused Fields](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-fields)
->
-> [Unused Scripts](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-scripts)
->
-> [Unused Reports](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-reports)
->
-> [Customizations with Inactive Owners](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#customizations-with-inactive-owners)
->
-> [Custom Fields without Help Text](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#custom-fields-without-help-text)
->
-> [Custom Fields without Description](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#custom-fields-without-description)
+- [Default Clean Up List View](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#default-clean-up-list-view)
+- [Open Clean Up Status](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#open-clean-up-status)
+- [Clean Up Waiting for Info](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#clean-up-waiting-for-info)
+- [Customizations Excluded from Clean Up](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#customizations-excluded-from-clean-up)
+- [Unused Fields](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-fields)
+- [Unused Scripts](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-scripts)
+- [Unused Reports](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#unused-reports)
+- [Customizations with Inactive Owners](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#customizations-with-inactive-owners)
+- [Custom Fields without Help Text](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#custom-fields-without-help-text)
+- [Custom Fields without Description](/docs/platgovsalesforceflashlight/cleanup/cleanup_reports.md#custom-fields-without-description)
diff --git a/docs/platgovsalesforceflashlight/tools/running_scanner.md b/docs/platgovsalesforceflashlight/tools/running_scanner.md
diff --git a/docs/platgovsalesforceflashlight/tools/tools_overview.md b/docs/platgovsalesforceflashlight/tools/tools_overview.md
diff --git a/docs/platgovsalesforceflashlight/tools/validating_data.md b/docs/platgovsalesforceflashlight/tools/validating_data.md
diff --git a/docs/platgovsalesforceflashlight/what_flashlight_documents.md b/docs/platgovsalesforceflashlight/what_flashlight_documents.md
