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Understanding the Customization Record

The customization detail contains general information about the customization record. The customization name appears in the banner with function buttons:

  • Save: saves the customization record.
  • Rescan: runs the scanner on the record. You are prompted to refresh the page.
  • Go To Record: brings up the customization record for editing or to view additional details.
  • Update Description and Help Text: editor to add or modify the Description and Help Text fields.

Customization record fields include:

  • Base Record: Link to the base record for the customization.
  • Owner ID: Link to the current owner.
  • Description: Details added to the record. Click Update Description and Help Text to update.
  • Salesforce Type: Customization type.
  • API Name: APIs associated with the record.
  • Help Text: Helpful information detailing function and use of each customization. Click Update Description and Help Text to update.
  • Related Objects: Links to related objects.
  • Details: Tabs to access details about the customization. Tabs include Metadata, Improvement, Permissions, Control, DRD, Raw Data and Related Lists.

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Customization Record Tabs​

These are the tabs inside a customization record:

  • Metadata
  • Improvements
  • Control
  • DRD
  • Raw Data
  • Related Lists

Metadata​

The metadata tab provides the metadata information about the customization, including:

  • Date Last Used: date the customization was last used. Refer to DLU for more information.
  • Data type: data type of the custom field.
  • Last Modified Date: last date the customization was modified.
  • Active: indicates whether the customization is a active.
  • Package: indicates the package (if any) of the customization.
  • List: Custom/Standard list used as a data source by the customization.
  • Last Modified File Date: last date the file was modified
  • Customization Created By: user who created the customization.
  • Customization Created Date: date the customization was created.
  • Customization Last Modified By: user who last modified the customization.
  • Script File Date: date the script file was last modified.
  • Script File: primary script file for a script customization.
  • Functions: functions used in the script.
  • Script Fields: fields used in the script file.
  • Attempt #: number of times the script has tried to execute.
  • # of Lines: number of lines in the script.
  • Manageable State: the current state if it is from a managed/unmanaged package.

Improvements​

The improvement tab provides information about improvements that can be made on a customization such as clean up:

  • Clean Up Status: This is the clean-up status of customizations that are to be deleted.
  • Change/Approval Policy: This field designates the approval policy related to a customization.
  • Clean Up Comments: This field is used to make notes during clean up and improvements.
  • Clean-up Classification: This field shows an overview of the clean-up classification.
  • Add to Change Request: Lookup tool to associate the clean up to an existing change request.

Control​

The control tab describes assigned controls on a customization record for example controls assigned on a financial report.

  • Control: determines if the customization is a control.
  • Control Frequency: frequency at which a control should be checked.
  • Track Duplicates: specifies whether duplicate issues are to be tracked or not.
  • Control Type: select count to record numbers, issues, tasks etc.
  • Control Assignee: assign tasks, issues or alerts to someone other than the owner, if blank the control alerts the owner of the customization.
  • Controlled Process: process this customization controls.
  • Control Count: custom field created for the account.
  • Alert Control Owner: check box to alert owner of the control.
  • Next Control Date Time: notes the date and time when to start monitoring.
  • Risk/Requirement: process issue associated with the customization.
  • Last Control Run Date: This is the last date the control was run.
  • Alert Process Owner: check box to alert the process owner whenever an incident is detected.
  • Alert/Task Message: The message that will be sent to the assignee on tasks or recipients of alerts.
  • Instructions for Resolution: instructions for resolving the issue.
  • Control Error/Warning: errors or warnings encountered when control was last run. Blank indicates no errors/warnings.

DRD​

Dependency Relationship Diagram (DRD) displays objects, customizations and their relationships and dependencies.

Raw Data​

This tab describes and list the XML code contained in a customization.

  • Last Scanner Date: Last date in which the scanner ran and evaluated the current customization.
  • Rescanner: information for rescanning the customization and evaluating progress of Apex Batches to show In Progress.
  • Make Join Date: date customization was last passed to Make Join script.
  • Incomplete Object: checked if the object is incomplete.
  • Suppress Changelog: prevent changes from being made.
  • Script Fields (Raw): fields in the relevant script file.
  • Scripts (Raw): scripts used by other customizations.
  • Workflow/Approval Fields (Raw): data workflow fields.
  • Workflow Scripts (Raw): data workflow scripts.
  • Extended Types Fields (Raw): CSV of fields used by a customization.
  • Report/Search Fields (Raw): fields used in filter criteria or columns for a search.
  • Layout (Raw): custom field to hold custom fields of ListView, visual pages and layouts.
  • List (Raw): references related to this field.
  • Scanner Read: check box to indicate if the retrieve and the customization was executed and read.
  • Folder File Name: name of the folder and file where Salesforce has the Metadata component.
  • Encoded API Name: field to note the retrieve with encoded API name.
  • XML/Code: XML/code representation of the page for a customization.

Links to related lists: Change Logs, Notes & Attachments and Customization History.