diff --git a/.github/CODEOWNERS b/.github/CODEOWNERS new file mode 100644 index 0000000000..347c6cd297 --- /dev/null +++ b/.github/CODEOWNERS @@ -0,0 +1,154 @@ +# CODEOWNERS file for product team ownership +# Teams have ownership over their product's documentation areas +# Last matching pattern takes precedence + +# Global fallback - all files require review from a default team if no specific owner +# Uncomment and specify a default team if desired +# * @netwrix/docs-admin + +# Product-specific ownership +# Each team owns their docs directory, sidebar files, static files, and images + +# 1Secure team +docs/1secure/ @netwrix/1secure-docs +sidebars/1secure.js @netwrix/1secure-docs +static/files/1secure/ @netwrix/1secure-docs +static/images/1secure/ @netwrix/1secure-docs + +# Access Analyzer team +docs/accessanalyzer/ @netwrix/accessanalyzer-docs +sidebars/accessanalyzer/ @netwrix/accessanalyzer-docs +static/files/accessanalyzer/ @netwrix/accessanalyzer-docs +static/images/accessanalyzer/ @netwrix/accessanalyzer-docs + +# Access Information Center team +docs/accessinformationcenter/ @netwrix/accessinformationcenter-docs +sidebars/accessinformationcenter/ @netwrix/accessinformationcenter-docs +static/files/accessinformationcenter/ @netwrix/accessinformationcenter-docs +static/images/accessinformationcenter/ @netwrix/accessinformationcenter-docs + +# Activity Monitor team +docs/activitymonitor/ @netwrix/activitymonitor-docs +sidebars/activitymonitor/ @netwrix/activitymonitor-docs +static/files/activitymonitor/ @netwrix/activitymonitor-docs +static/images/activitymonitor/ @netwrix/activitymonitor-docs + +# Auditor team +docs/auditor/ @netwrix/auditor-docs +sidebars/auditor/ @netwrix/auditor-docs +static/files/auditor/ @netwrix/auditor-docs +static/images/auditor/ @netwrix/auditor-docs + +# Change Tracker team +docs/changetracker/ @netwrix/changetracker-docs +sidebars/changetracker/ @netwrix/changetracker-docs +static/files/changetracker/ @netwrix/changetracker-docs +static/images/changetracker/ @netwrix/changetracker-docs + +# Data Classification team +docs/dataclassification/ @netwrix/dataclassification-docs +sidebars/dataclassification/ @netwrix/dataclassification-docs +static/files/dataclassification/ @netwrix/dataclassification-docs +static/images/dataclassification/ @netwrix/dataclassification-docs + +# Directory Manager team +docs/directorymanager/ @netwrix/directorymanager-docs +sidebars/directorymanager/ @netwrix/directorymanager-docs +static/files/directorymanager/ @netwrix/directorymanager-docs +static/images/directorymanager/ @netwrix/directorymanager-docs + +# Endpoint Policy Manager team +docs/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs +sidebars/endpointpolicymanager.js @netwrix/endpointpolicymanager-docs +static/files/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs +static/images/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs + +# Endpoint Protector team +docs/endpointprotector/ @netwrix/endpointprotector-docs +sidebars/endpointprotector/ @netwrix/endpointprotector-docs +static/files/endpointprotector/ @netwrix/endpointprotector-docs +static/images/endpointprotector/ @netwrix/endpointprotector-docs + +# Identity Manager team +docs/identitymanager/ @netwrix/identitymanager-docs +sidebars/identitymanager/ @netwrix/identitymanager-docs +static/files/identitymanager/ @netwrix/identitymanager-docs +static/images/identitymanager/ @netwrix/identitymanager-docs + +# Password Policy Enforcer team +docs/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs +sidebars/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs +static/files/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs +static/images/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs + +# Password Reset team +docs/passwordreset/ @netwrix/passwordreset-docs +sidebars/passwordreset/ @netwrix/passwordreset-docs +static/files/passwordreset/ @netwrix/passwordreset-docs +static/images/passwordreset/ @netwrix/passwordreset-docs + +# Password Secure team +docs/passwordsecure/ @netwrix/passwordsecure-docs +sidebars/passwordsecure/ @netwrix/passwordsecure-docs +static/files/passwordsecure/ @netwrix/passwordsecure-docs +static/images/passwordsecure/ @netwrix/passwordsecure-docs + +# PingCastle team +docs/pingcastle/ @netwrix/pingcastle-docs +sidebars/pingcastle/ @netwrix/pingcastle-docs +static/files/pingcastle/ @netwrix/pingcastle-docs +static/images/pingcastle/ @netwrix/pingcastle-docs + +# Platform Governor NetSuite team +docs/platgovnetsuite/ @netwrix/platgovnetsuite-docs +sidebars/platgovnetsuite.js @netwrix/platgovnetsuite-docs +static/files/platgovnetsuite/ @netwrix/platgovnetsuite-docs +static/images/platgovnetsuite/ @netwrix/platgovnetsuite-docs + +# Platform Governor NetSuite Flashlight team +docs/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs +sidebars/platgovnetsuiteflashlight.js @netwrix/platgovnetsuiteflashlight-docs +static/files/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs +static/images/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs + +# Platform Governor Salesforce team +docs/platgovsalesforce/ @netwrix/platgovsalesforce-docs +sidebars/platgovsalesforce.js @netwrix/platgovsalesforce-docs +static/files/platgovsalesforce/ @netwrix/platgovsalesforce-docs +static/images/platgovsalesforce/ @netwrix/platgovsalesforce-docs + +# Platform Governor Salesforce Flashlight team +docs/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs +sidebars/platgovsalesforceflashlight.js @netwrix/platgovsalesforceflashlight-docs +static/files/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs +static/images/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs + +# Privilege Secure team +docs/privilegesecure/ @netwrix/privilegesecure-docs +sidebars/privilegesecure/ @netwrix/privilegesecure-docs +static/files/privilegesecure/ @netwrix/privilegesecure-docs +static/images/privilegesecure/ @netwrix/privilegesecure-docs + +# Privilege Secure Discovery team +docs/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs +sidebars/privilegesecurediscovery.js @netwrix/privilegesecurediscovery-docs +static/files/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs +static/images/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs + +# Recovery for Active Directory team +docs/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs +sidebars/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs +static/files/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs +static/images/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs + +# Threat Manager team +docs/threatmanager/ @netwrix/threatmanager-docs +sidebars/threatmanager/ @netwrix/threatmanager-docs +static/files/threatmanager/ @netwrix/threatmanager-docs +static/images/threatmanager/ @netwrix/threatmanager-docs + +# Threat Prevention team +docs/threatprevention/ @netwrix/threatprevention-docs +sidebars/threatprevention/ @netwrix/threatprevention-docs +static/files/threatprevention/ @netwrix/threatprevention-docs +static/images/threatprevention/ @netwrix/threatprevention-docs \ No newline at end of file diff --git a/docs/platgovsalesforceflashlight/cleanup/cleanup_customizations.md b/docs/platgovsalesforceflashlight/cleanup/cleanup_customizations.md index 01b56fc536..18dea07a32 100644 --- 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 index 6c9f9d1b6d..75c4b2d4e3 100644 --- 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 index 5226ed1f43..fdfbdcd09a 100644 --- 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 index 8682e48898..51094b0ad3 100644 --- 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 index e4e7f61b7a..fd4769aeac 100644 --- 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 index 427e2d2094..28d2d27079 100644 --- 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 index 555d1da653..c6be1b3aeb 100644 --- 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 deleted file mode 100644 index 18d938733e..0000000000 --- a/docs/platgovsalesforceflashlight/gettingstarted/report_a_bug.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: "Report a Bug" -description: "Report a Bug" -sidebar_position: 100 ---- - -# Report a Bug - -If you encounter any problems using Flashlight or you have suggested improvements, we would love to -hear from you! Your feedback is incredibly valuable to us and the continued success of Flashlight. -Follow these simple steps to provide feedback: - -1. Open **Flashlight** > **Support** > **Report a Bug** -2. Complete the form and our support team will contact you. - -![Report a Bug](/images/platgovsalesforceflashlight/getting_started/report_bug_800x399.webp) diff --git a/docs/platgovsalesforceflashlight/gettingstarted/scheduler.md b/docs/platgovsalesforceflashlight/gettingstarted/scheduler.md index eaf4aacf0b..2b8ad42eaa 100644 --- 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 index 71d54b7832..a4db6e246d 100644 --- 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 index 4927428b81..a8a8579bf5 100644 --- 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 index 09135fdb54..90562d97e5 100644 --- 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 index 5cf2f1bc68..02ccdd364e 100644 --- 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 index ba008d8362..05b3d2617a 100644 --- 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 index 6ebb7213ed..10abd9e610 100644 --- 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 index 1654e1c5ba..2fe906f10e 100644 --- a/docs/platgovsalesforceflashlight/tools/running_scanner.md +++ b/docs/platgovsalesforceflashlight/tools/running_scanner.md @@ -13,7 +13,9 @@ Metadata type of the affected customization, instead of scanning the entire envi of scan reduces the run time. For example if you change a Report, pick reports as the Metadata type and Strongpoint only scans reports. -NOTE: The scanner is only available to Administrators. +:::note +The scanner is only available to Administrators. +::: To run the scanner: @@ -21,10 +23,12 @@ To run the scanner: 2. Optional: You can enter all of part of a **Type** in **Search Types** to filter the list. 3. You can select several types to scan or you can scan the whole environment by clicking the **+** by **Name** to select all the types. - ![scanner](/images/platgovsalesforce/installing_strongpoint/scanner.webp)4. - Click **Run Scanner**. -4. The batch runs in the background. You receive an email notification when the scan is complete. -5. You can open **Flashlight** > **Support** > **Status Report** to view the **Flashlight + + ![scanner](/img/product_docs/platgovsalesforce/installing_strongpoint/scanner.webp) + +4. Click **Run Scanner**. +5. The batch runs in the background. You receive an email notification when the scan is complete. +6. You can open **Flashlight** > **Support** > **Status Report** to view the **Flashlight Configuration and Stats**. If you are missing objects, you can run a scan on a **Customization** from the open record by diff --git a/docs/platgovsalesforceflashlight/tools/tools_overview.md b/docs/platgovsalesforceflashlight/tools/tools_overview.md index 84864c2183..4b2bef2307 100644 --- a/docs/platgovsalesforceflashlight/tools/tools_overview.md +++ b/docs/platgovsalesforceflashlight/tools/tools_overview.md @@ -10,14 +10,10 @@ There are links to access **Key Tools** on the Flashlight **Home** page. The Flashlight **Tools** tab accesses: -> **Dependency Relationship Diagram** (DRD): displays a graphical view of relationships and -> dependencies between objects. -> -> **Strongpoint Scanners**: runs scans of your Salesforce instance. -> -> **Finder**: searches for standard and custom objects. -> -> **Export Objects**: exports objects to an Excel file. +- **Dependency Relationship Diagram** (DRD): displays a graphical view of relationships and dependencies between objects. +- **Strongpoint Scanners**: runs scans of your Salesforce instance. +- **Finder**: searches for standard and custom objects. +- **Export Objects**: exports objects to an Excel file. In addition to the menu items, this section contains information fpr [Accessing Reports](/docs/platgovsalesforceflashlight/tools/reports_overview.md) from the **Reports / List Views** tab, and an example of diff --git a/docs/platgovsalesforceflashlight/tools/validating_data.md b/docs/platgovsalesforceflashlight/tools/validating_data.md index f6aa3b9f45..b44c2e6b83 100644 --- a/docs/platgovsalesforceflashlight/tools/validating_data.md +++ b/docs/platgovsalesforceflashlight/tools/validating_data.md @@ -19,7 +19,7 @@ Open **Flashlight**> **Support** > **Status Report.** ![statusreport_800x419](/images/platgovsalesforceflashlight/tools/statusreport_800x419.webp) -## Strongpoint Dependency Relationship Diagram +## Dependency Relationship Diagram You can check data by navigating through the Strongpoint Dependency Relationship Diagram (DRD) and selecting object(s) types. @@ -32,7 +32,7 @@ To validate data with the DRD: ![entity_diagram_800x309](/images/platgovsalesforceflashlight/tools/entity_diagram_800x309.webp) -## Strongpoint Customization Quick Search +## Customization Quick Search The Customization Quick Search opens a report with all customizations. From this report, you can add filters to find specific customizations that you need to validate the data. diff --git a/docs/platgovsalesforceflashlight/what_flashlight_documents.md b/docs/platgovsalesforceflashlight/what_flashlight_documents.md index a63ac73257..fc349839e3 100644 --- a/docs/platgovsalesforceflashlight/what_flashlight_documents.md +++ b/docs/platgovsalesforceflashlight/what_flashlight_documents.md @@ -7,7 +7,7 @@ sidebar_position: 20 # What Does Flashlight Document? Flashlight documents over 120 Salesforce metadata types. For display within the Flashlight -application, metadata is organized into eight categories.Open the +application, metadata is organized into eight categories. Open the [Documented Metadata Types](/docs/platgovsalesforceflashlight/cleanup/documented_metadata_types.md) topic for a complete list of Metadata sorted by Type and by Category.