Plus Metadata
Status | REVIEW |
---|---|
Link | https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000FpUSdUAN |
Pricing | FREE |
5 Users / Year | $0 |
Description | A full metadata dictionary in your Saleforce |
Details
Where has this app been all my Salesforce career? Why haven't I found it before now? Start with this BEFORE you go to any documentation tool that costs you $5k per year. THEN when you outgrow this you can move onto something like that, and just copy and paste your data in.
Why build a ticketing system in Salesforce or a quasi documentation system in Salesforce, when this tool can do this AND SO MUCH MORE!
Features
Metadata Dictionary
Metadata Search
Metadata Backup
Tagging
Reporting
Metadata Changes
Metadata Documentation
Simple Ticketing system
Deprecation List!
Field Trip
Quick SOQL Reports
Code Coverage
API Version checker
Setup
You can get started easily, but there are way more features you can add, because it is just Salesforce.
Documentation
https://sidagarwal22.medium.com/plus-metadata-dictionary-for-salesforce-5ad546479e6b
Things I’d Love to see Improved
The User Notes feature is so cool, I want to be able to use the notes feature from the Metadata Record.
I want to quickly link back to Plus from the Metadata Record (you can get to the Metadata Record from Plus.
I want to have the Tagging Manager as a popup on the Metadata record.
I want a simple junction records creator to quickly create junction records (I can do this).
I want tags automatically added to related records (I can do this).
I want to have a Metadata record for Flow Definition, not Flow Version.
I want a custom field to have a rollup of all the related metadata (I can do this).
I want a rollup of No. of Tags on a Metadata Item (I can do this).
I want a rollup of the Tag Names on this Metadata Item (I can do this).
Simpler Page Layouts
Flow Object for Record Triggered Flows
The Tags Page is a bit ugly
More with Permission Sets - eg Field not on Permission Set
More Metadata
CMDT
Things I like
The field naming convention
The User Notes Feature
The Tags Feature
Things I have Modified
Tags:
Business Unit
Feature Area
Object (may not be needed, but helpful for related metadata like Flows).
Add Chatter to Metadata record page - for extended notes or linking to data or other metadata record via slash mentions
App
Add Reports
Metadata Object
Documentation Status - values Basic, Complete
External Documentation Link - eg Loom Video
Override Link - Link to Setup for this item eg for a link to the Permission Set that doesn’t work with the formula field
Source - Custom, UnofficalSF, Community, Appexchange - Free, Appexchange Paid - where I got this thing from.
Source Link - The link to the Appexchange or Blog Post for this thing
Status - new Values - Obsolete, Inactive
Report Types
Metadata Tags and Related Metadata
Link to Metadata
Page Layouts
Custom Object
Documentation Status
External Documentation Link
Permission Set
Override Link
Compact Layouts
Include Metadata Name, Full Name, Record Type
Layouts
Tags
Report Chart with Metadata Types related to this Tag. Drill Down to see the Metadata Names and the User Notes and External Documentation Links.
How I use It
Give Access to Admins
Anyone who has Customize Application - give this to them, and allow them to MODFIY records! OR JUST MAKE A CHATTER POST.
Show them how to search for the Field Name, and then look for the related Metadata.
Features Documentation
Tag Type named Feature
Feature Name - the name your business calls it - eg I have a key report named Magic Number Report, we all know what it means, I want them to be able to search for Magic Number Report and find the report, the dashboards and links to any documentation about it.
Pick ONE or two key Metadata for that feature - and fill in the User Notes for that - eg it may be the field that shows the Magic Number.
Link to any external Documentation
Set that Metadata to Active
Tag that Metadata with the Feature
Tag all related Metadata that is used in that Feature
Add a Chatter Post with Slash Mentions to all the other related items that you can’t link via Tagging or Related Metadata
Eg CMDT records, MAS Action Configurations, Reports, Dashboards, Configuration Records.
Add Related Metadata
Not sure if this is useful yet or if Tags can do it. I think it is good for HARD relationships - eg Key fields that make this report run.
Report using Metadata Tags and Related Metadata grouped by the Feature Name and showing only the Metadata that has User Notes, and include the External Documentation Link, and Documentation Completion Status
Technical Debt Tickets
You know the ones - the things you would LOVE to do given the time. The things you acknowledge are not good and want to explain to the next person that comes along why it’s in that state.
I don’t need to run my business tickets through this, as we use Zendesk, but these are tickets for ME and any future admins.
How you could use it
Separate fields for User Documentation, Admin Documentation and Technical Documentation
Create Metadata records for other things that are important to you - eg if you have a lot of documentation artefacts, you may want to create them as specific records, that are then tagged and linked to metadata.
Release Notes: Document things as you normally would, tag it with a Tag for the Release No. then report on the Release Tags as I have done for Features! Voila - Release Notes. You can even add a custom field for Release changes rather than using the User Notes feature.