Finding Undocumented Salesforce Fields, Flows and Validation Rules With Queries
A DEV Community post argues that much of the knowledge behind a Salesforce org lives only in senior staff members' heads and is rarely written down. It proposes using Salesforce CLI queries against the Tooling API and SOQL to export custom fields, active flows and validation rules. The author's approach flags components that lack a description or help text, and skips fields from managed packages the org does not own. A short pandas script then matches each gap to the user who last modified it and whether that user is still active. The resulting list, grouped by person, is suggested as an agenda for knowledge transfer between a senior and a new admin.
This is an AI-generated summary. ShortSingh links to the original source for the complete article.
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