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Original file line number Diff line number Diff line change
Expand Up @@ -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](/img/product_docs/platgovsalesforceflashlight/clean_up/createlist_view_for_cleanup_800x403.webp)6.
Restrict Visibility. You can choose to have the list view:
Expand All @@ -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](/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:
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**.

![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)
12 changes: 8 additions & 4 deletions docs/platgovsalesforceflashlight/cleanup/cleanup_overview.md
Original file line number Diff line number Diff line change
Expand Up @@ -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.)
Expand All @@ -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

Expand All @@ -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

Expand Down
44 changes: 21 additions & 23 deletions docs/platgovsalesforceflashlight/cleanup/date_last_used.md
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand All @@ -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:

Expand All @@ -47,18 +45,18 @@ Usage data fields:
the CustomField populated. This provides usage recency information when Field History Tracking is
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:
- **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](/img/product_docs/platgovsalesforceflashlight/clean_up/dlu_status_example_customfield_800x294.webp)

### Notes
Expand Down Expand Up @@ -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). | |
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -31,12 +31,7 @@ script.![drd_800x155](/img/product_docs/platgovsalesforceflashlight/customizatio

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**.
Original file line number Diff line number Diff line change
Expand Up @@ -20,7 +20,9 @@ Strongpoint:
4. Click **Install**
![Install Flashlight by Strongpoint](/img/product_docs/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)
16 changes: 0 additions & 16 deletions docs/platgovsalesforceflashlight/gettingstarted/report_a_bug.md

This file was deleted.

10 changes: 6 additions & 4 deletions docs/platgovsalesforceflashlight/gettingstarted/scheduler.md
Original file line number Diff line number Diff line change
Expand Up @@ -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](/img/product_docs/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**.
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down Expand Up @@ -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
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -13,8 +13,3 @@ Here is how to uninstall the Flashlight app from your org:
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](/img/product_docs/platgovsalesforceflashlight/getting_started/uninstall_flashlight_800x285.webp)

NOTE: Once you uninstall the Flashlight app you must
email [[email protected]](mailto:[email protected]) 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
Original file line number Diff line number Diff line change
Expand Up @@ -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**.
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](/img/product_docs/platgovsalesforceflashlight/getting_started/getting_started_wizard.webp)

4. Click **Run Scanner** to start the process.
4. Click **Run Scanner** to start the process.

![Run the Scanner to start the documentation process](/img/product_docs/platgovsalesforceflashlight/getting_started/run_scanner.webp)

5. Click **Next**.
6. Click **Done**.

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -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

Expand Down
8 changes: 4 additions & 4 deletions docs/platgovsalesforceflashlight/tools/export_objects.md
Original file line number Diff line number Diff line change
Expand Up @@ -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
Expand Down
42 changes: 14 additions & 28 deletions docs/platgovsalesforceflashlight/tools/reports_overview.md
Original file line number Diff line number Diff line change
Expand Up @@ -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)
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