The document discusses the importance of understanding and managing metadata within Salesforce, emphasizing the risks of removing unused custom fields without proper analysis. It highlights the benefits of using Eclipse and the Force.com plug-in as tools for searching and managing these metadata elements effectively. Additionally, it provides guidance on installation and usage, encouraging administrators to utilize these tools for better control over their Salesforce environment.

1. Looking Under the Hood of Your
Org with Eclipse
jbuck@foundationsource.com, @jbotmania
Jamie Buck-Tomek, Business Intelligence Manager

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3. Jamie Buck-Tomek
Business intelligence Manager
jbuck@foundationsource.com
@jbotmania

4. Change is Beautiful… and Complicated

5. Example: “No One Uses This Field, Get Rid of it”
You see an old field that you don’t recognize.
There’s no description, help text or documentation
A report shows it is used rarely
None of your power users know what it is either
You *know* your org backwards and forwards
You’re satisfied – DELETE IT!
Huh – that’s funny. There’s a panicked call from the head of another department saying
that her critical report is no longer working…

6. Where is this Used?
When decommissioning a custom field, there are upwards of 20 places that you need to look:
This should be EASY, right?
• Validation Rules
• Workflows
• Reports & Dashboards
• List Views
• Assignment Rules
• Formula Fields
• Approval Processes
• Email Templates
• Sharing Rules
• Field Sets
• Custom Buttons
• Global Actions
• Apex Triggers
• Apex Classes
• Visualforce Pages
• Lightning Components
• Processes
• Flows
• External Integrations
• Communities
Source: “Time to Clean up Those Unneeded Salesforce Customizations”
(bit.ly/time-to-clean)

7. How Can We Make This Process
Easier and Also More Reliable?

8. Ideally…
We need a tool that can:
• Search every nook and cranny of our org
• Provide a complete list of all of the places that a field is referenced, including email templates and even
dashboard footers
• The list must be detailed and easy to navigate
• The list must be easy to generate on demand
If only such a tool existed…

9. Enter Eclipse and the Force.com Plug-in
What is Eclipse?
• Eclipse is an Integrated Development
Environment (IDE). A text editor on steroids.
• Developers use it for many types of projects
beyond just Salesforce
What is the Force.com Plug-in for Eclipse?
• The Force.com Plug-in for Eclipse adds tools to
Eclipse specifically designed to allow Eclipse to
work with Salesforce
Made for Developers AND valuable for
admins!
FREE

10. How Does it Work?
XML XML
XML
Workspace
(Folder)
Project(s)
(Subfolders)
Salesforce Components
(Subfolders)
Metadata
(Files)

11. What is Metadata?
Metadata describes how the objects, fields, page layouts, workflows, flows, etc. of your Salesforce
org look and function
Metadata is NOT the actual data in a record, such a the value for someone’s first name or
Company. That’s just plain data.

12. What is Metadata?

13. What is Metadata?

14. What is Metadata?

15. So What Can You Do?
A few examples

16. So What Can You Do?
You can:
• Search on the name of a field and find all of the places that it is referenced throughout your
Saleforce org
• Quickly update attributes of a field
• Copy a field from one object to another
• Batch move Salesforce reports from one report folder to another
• Recover a deleted version of a Flow!
…and much more
A few examples
Today we will cover searching

17. If it’s So Great, Why Don’t More
Admins Use it?

18. No One’s Perfect
It’s not a simple one-click install like most software
• You may need to install the full Java 7 JDK along with Eclipse
• You need to pick the right version of Eclipse
• The Force.com plug-in is a separate install
• Not the friendliest interface
The solution – find a great installation tutorial
Install instructions from Meighan Brodkey
bit.ly/eclipseforce

19. Now We Need Some
Metadata (DEMO)
Getting the Metadata onto your machine

27. This is fine. Not all components
are available.

28. Select the areas you
want to search from
this list.

29. Searching Your Metadata
(DEMO)

30. Scenario: Meh, I’m Done With This Formula
Sometimes you don’t want the value of a formula field to change even if the calculation itself does
EXAMPLE: Your pricing calculation changes and you have open opportunities that need to remain
on the old model
SOLUTION: Going forward this can be handled via a workflow rule that copies that value a
formula returns and stores it in a non-formula field, such as a currency or number field.
PROBLEM: Your current pricing formula field is used all over the place and you need
to make sure that the new non-formula field gets used instead.

37. run?rate?final*

42. Let’s Look at Some Results

43. Let’s Look at Some Results

44. Let’s Look at Some Results

45. Let’s Look at Some Results

46. Let’s Look at Some Results

47. Let’s Look at Some Results

48. Let’s Look at Some Results

49. Let’s Look at Some Results

50. Let’s Look at Some Results

51. Let’s Look at Some Results

52. Your Mission (should you choose to accept it)
1. Install Eclipse and the Force.com Plugin on your computer this week
2. Download one or two groups of metadata (layouts and workflows, for instance)
3. Do a quick search for something you know should be there and take a look through the
results

53. Tools made for developers can also have big benefits for admins
Eclipse and the Force.com plug-in are worth the effort
Key Takeaways

54. Application
Lifecycle
Management
Change
Management
Salesforce
Technology Model
Where Can I Learn More?
“Time to Clean up Those Unneeded Salesforce Customizations”
bit.ly/time-to-clean
Install instructions from Meighan Brodkey
bit.ly/eclipseforce