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Brian FergusonBrian Ferguson 

How to see what processes are acting on a Standard field?

Hi All and Happy Monday

I'm looking to see what is the best approach to see what processes/code is acting on a standard field when a record is saved.

If this was a custom field I would go to a sandbox I was 100% sure there would be no impact and I would attempt to delete this field.

The action would be prevented and list out all the Workflows/PB/Flows/Code acting on the field.

Does anyone know the best approach to use when a standard field is involved?
Best Answer chosen by Brian Ferguson
Shweta SoparkarShweta Soparkar
Option 1: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ekWEAR try this app exchange app.

Option 2: https://teachmesalesforce.wordpress.com/2011/09/25/searching-metadata-with-the-ide/


 

All Answers

Guy KeshetGuy Keshet
Hi Brian
I would suggest extracting the org's metadata and performing a files search using your preferred metadata tool or even text based search on the generated XML files
Brian FergusonBrian Ferguson
Hi Guy

As an admin with next to no coding experince this isnt something I could easily do.

Would debug logs or having developer console open during a save give the same results?
Shweta SoparkarShweta Soparkar
Option 1: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5ekWEAR try this app exchange app.

Option 2: https://teachmesalesforce.wordpress.com/2011/09/25/searching-metadata-with-the-ide/


 
This was selected as the best answer
Brian FergusonBrian Ferguson
Hey @SwetaSoparkar

Thank you for the suggestions I really like option 2! :)