Salto

Salesforce "Where Is This Used" Functionality for Standard and Custom Fields

"Where Is This Used" for Fields in Reports and Dashboards

This article explains the behavior when deploying Flows with Salto, along with some considerations for managing flow versions.

Managing Salesforce Flows

Fetching Salesforce Installed Packages

Learn how to specify which Apex tests are run when deploying Salesforce changes

How To Run Apex Tests During Salesforce Deployment

Impact Analysis for All Salesforce Metadata Types

Supported Salesforce Types

CPQ triggers can fire during a data load and this may not be what you want

Why We Recommend You Disable CPQ Triggers When Deploying CPQ Data

Salto can be used to treat CPQ data as metadata and to align this data across multiple Salesforce orgs. This article describes how to do so.

Treat CPQ Data As Metadata And Align Data Across Multiple Orgs

You can use Salto to seed CPQ data from production to a sandbox org for testing and development purposes.

How To Seed A Sandbox With CPQ Data

This article provides a detailed walkthrough for determining the number of records associated with specific types in Salesforce

How to Count Elements in Salesforce

Customize which records are fetched by Salto e.g. maxInstancesPerType

Limiting the Number of Salesforce Data Records Fetched

Advanced Salesforce Configuration Settings

Support

Reut Barak

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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