Salesforce Platform

Introspect Org Configuration

You get a plain summary of what is in a Salesforce org: its objects, packages, automation and data. Users rely on it to get oriented before a demo, a project kickoff or troubleshooting.

240 tasks
Method

How MeshMesh does it

  1. Searches documentation and retrieves the org's settings and permission sets to answer a specific configuration question.
  2. Queries org identity, data volumes, the opportunity pipeline, installed packages, flows and triggers, often in a single pass.
  3. Produces a visual report of the findings without changing anything in the org.
  4. Inventories custom objects, Apex classes, triggers and bots, then writes a gap analysis and a project kickoff approach.
  5. When a setting does not appear in any metadata, says so and offers to check the Setup page in the browser.

Next: Audit Org Component Inventory.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Field Service Cloud97 tasks
  2. 2Loyalty ManagementSales Cloud71 tasks
  3. 3Marketing Cloud Account EngagementMarketing Cloud69 tasks
  4. 4Revenue Cloud45 tasks
  5. 5Commerce Cloud40 tasks
  6. 6OmniStudioSalesforce Platform37 tasks
  7. 7B2B CommerceCommerce Cloud37 tasks
  8. 8Order ManagementCommerce Cloud19 tasks
  9. 9Consumer Goods Cloud9 tasks
  10. 10D2C CommerceCommerce Cloud6 tasks