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Salesforce "Where is this used" functionality for standard and custom fields
Salesforce "Where is this used" functionality for standard and custom fields
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Written by Support
Updated over a week ago

👍 In this example we explore Salesforce metadata, but you can try it out with any other business application as well

Salesforce's native 'Where is this used" feature lets you see where a Custom Field is being used. However, you are out of luck if you want to know where a Standard Field is being used.
To Salto, a Standard Field is no different from a Custom Field - It’s just another configuration element.

In this example, we'll find all the references in our configuration data, to the Opportunity field StageName (a Standard Field) - we will see all the places where this field is being used.

If you want to see where a specific field is used in a Report or Dashboard, follow this help article in addition to the steps below.

Watch our video guide

Or read the step-by-step instructions:

First, make sure you are familiar with the Opportunity object in Salesforce, and with its Stage Standard Field:

1855

Step #1

Let's login to app.salto.io (we recommend leaving this tab open so you will be able to come back upon the completion of each step).
In the search box, type StageName (its Field Name):

Step #2

In the tree, click on StageName - you can now view its details to the right of the tree:

Step #3

Scroll down to the References section. You can now see now 2 sub-sections:

  1. 'Used by', listing all of the elements using the Opportunity field StageName.

  2. 'Depends on', listing all of the elements that the Opportunity field StageName is using.

Voilà!

Click on 'Used by' to see that 4 Opportunity Page Layouts are using the Opportunity field StageName, across all your configuration data:

  1. Opportunity-Opportunity Layout

  2. Opportunity-Opportunity (Marketing) Layout

  3. Opportunity-Opportunity (Sales) Layout

  4. Opportunity-Opportunity (Support) Layout

Click on 'Depends on' to see that the Opportunity field StageName is using the OpportunityStage instance.

You can further clicking on any of these elements to open them as a separate tab and further explore your configuration.

Known Gaps

While Salto supports extensive reference analysis, there are some limitations, related to references in Apex classes which are not fully covered by Salesforce's dependency API. Therefore, Salto may not always automatically detect references in Apex classes.

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