Wouldn't it be great if you could easily search your Salesforce Metadata? How much time and effort would be saved if you could just open up your Salesforce Org, search for a custom field and it show up without installing developer tools or some browser extension. Maybe you want to find where it's used and what Capabilities use it, and why it's used in that scenario?

This is all possible thanks to Catalio! We store your Salesforce Metadata in an object called Components, because they are just that, components that have been created to serve a business need. Whether it's a custom field, a process builder, or a page layout, you can tie those to a Use Case so it can document how and why it was built.

Upon installing Catalio in your Salesforce Org, one of the first things we ask you to do is to schedule our Tooling Batch job. This batch job runs how often you want it to, if you update your Salesforce Org often, then have it run multiple times a day. Some may only want to run it once a week, but what this job does is take all of your Salesforce Metadata and store it in our Components object.

Sounds simple right? We try to make it simple for you. Now all of your Salesforce Metadata is instantly searchable, and can be tied to your Use Cases to help you to connect it to specific Use Cases.

In the future we have plans to help with governance, like letting you know that maybe you have two fields that store similar data, or maybe you might want to think about consolidating Process Builders because they are pretty similiar or aren't being used!

Having your Salesforce Metadata exposed as an object has so many possibilities, and all of this is possible just by installing Catalio and scheduling one batch job!

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