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Exporting Information to Excel

You can export the information from the removal scenarios to Excel and then search for the customizations affected by the bundle removal. Here is an example of using the removal scenarios 5 and 6 to find affected customizations.

  • Scenario 5: Outside bundle referencing inside. All customizations built in the account that make use of the bundle components.
  • Scenario 6: In bundle referenced by outside. Opposite of Scenario 5

Export the Results​

To export the results to Excel:

  1. Select View on Removal Scenarios 5 and 6.
  2. Click on the Excel icon.
  3. Export Removal Scenario 5 and Scenario 6 to Excel.
  4. Choose the record you want to investigate. (for example, custom open task default)
  5. Each record shows all its relationships (both inside and outside bundle).

Find Relationships that Only Exist Within the Bundle​

To find the relationships that only exist within the bundle:

  1. Copy the name of a record.
  2. Go to the opposite scenario and do a search with the pasted name.
  3. This shows you the bundle components that are being used so you are aware of what will be removed when the bundle is gone. These are the records that need to be replicated.

Next Step: Final Tasks

Final Tasks

Reviewing Critical and Non Critical Sheets​

Critical sheets include all customizations that make use of the bundle components. You should make sure you are aware of what these bundle components are doing and analyze the risks of removing them. Specifically, you should review the customizations from scenarios 3 and 6: Scenario 3: are non-bundle components that are used by bundle components, so there may be fields that are set by scripts, workflows or searches that belong to the bundle. Scenario 6: are non-bundle components that use at least one bundle component for something, so their functionality and/or display may be broken.

Non critical sheets include all the customizations from scenarios 1, 2, 4 and 5.

Testing​

Testing should occur in the sandbox environment first. Retest functionality after the bundle removal to ensure everything is working as expected. As part of the testing, run the Comparing Environments tool to see all the differences after the bundle removal (sandbox vs. production). It helps you determine what needs to be moved to the production environment.

After you remove the bundle from your production environment, run a post deployment check to make sure everything is the same between the sandbox and production environments.