From 0707f47cb014c4008b118deb9724145320359d7a Mon Sep 17 00:00:00 2001 From: Shannon Kelley Date: Sun, 13 Jul 2025 16:52:37 -0600 Subject: [PATCH] PG for Salesforce Sidebar Cleanup --- .../changemanagement/_category_.json | 2 +- .../platgovsalesforce/cleanup/_category_.json | 2 +- .../customizations/_category_.json | 2 +- docs/platgovsalesforce/index.md | 98 ++++++++++++++++++- .../installingstrongpoint/_category_.json | 2 +- .../jiraintegration/_category_.json | 2 +- .../jiraintegration/jira_troubleshooting.md | 2 +- .../jira_walkthrough_example.md | 2 +- .../{welcome => }/navigate_strongpoint.md | 2 +- .../releasemanagement/_category_.json | 2 +- .../platgovsalesforce/scanner/_category_.json | 2 +- .../scanner/running_scanner.md | 9 ++ .../settings/_category_.json | 2 +- docs/platgovsalesforce/tools/_category_.json | 2 +- .../platgovsalesforce/welcome/_category_.json | 10 -- docs/platgovsalesforce/welcome/welcome.md | 96 ------------------ .../what_does_strongpoint_document.md | 2 +- .../{welcome => }/whatsnew.md | 2 +- 18 files changed, 120 insertions(+), 121 deletions(-) rename docs/platgovsalesforce/{welcome => }/navigate_strongpoint.md (99%) create mode 100644 docs/platgovsalesforce/scanner/running_scanner.md delete mode 100644 docs/platgovsalesforce/welcome/_category_.json delete mode 100644 docs/platgovsalesforce/welcome/welcome.md rename docs/platgovsalesforce/{welcome => }/what_does_strongpoint_document.md (98%) rename docs/platgovsalesforce/{welcome => }/whatsnew.md (94%) diff --git a/docs/platgovsalesforce/changemanagement/_category_.json b/docs/platgovsalesforce/changemanagement/_category_.json index 2c9e661b45..877c03090a 100644 --- a/docs/platgovsalesforce/changemanagement/_category_.json +++ b/docs/platgovsalesforce/changemanagement/_category_.json @@ -1,5 +1,5 @@ { - "label": "Change Management Overview", + "label": "Change Enablement", "position": 80, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/cleanup/_category_.json b/docs/platgovsalesforce/cleanup/_category_.json index a9282dc28e..f1bda4ba38 100644 --- a/docs/platgovsalesforce/cleanup/_category_.json +++ b/docs/platgovsalesforce/cleanup/_category_.json @@ -1,5 +1,5 @@ { - "label": "Clean Up Overview", + "label": "Clean Up Salesforce", "position": 90, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/customizations/_category_.json b/docs/platgovsalesforce/customizations/_category_.json index b190d6e07d..f5d72165f5 100644 --- a/docs/platgovsalesforce/customizations/_category_.json +++ b/docs/platgovsalesforce/customizations/_category_.json @@ -1,5 +1,5 @@ { - "label": "Customizations Overview", + "label": "Customizations", "position": 70, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/index.md b/docs/platgovsalesforce/index.md index 83f577abc5..ff49cebdc5 100644 --- a/docs/platgovsalesforce/index.md +++ b/docs/platgovsalesforce/index.md @@ -1 +1,97 @@ -# Strongpoint for Sales Force +--- +title: "Welcome" +description: "Welcome" +sidebar_label: Netwrix Platform Governance for Salesforce +sidebar_position: 1 +--- + +# Welcome + +Platform Governance for Salesforce is integrated into the Salesforce backend keeping all your data +within your Salesforce account. Your documentation is automatically maintained so it is always up to +date. + +By implementing Platform Governance for Salesforce you can: + +- Automatically catalog all custom fields, scripts, forms, searches, records and workflows. +- Visually browse standard and custom fields, lists and records to find all related scripts, + searches, users and departments. +- Capture and search script comments and identify poorly commented code. +- Automatically track changes to your customizations using the change logs, so you can see what + customizations were changed, how they were changed, when they were changed and who changed them. + +## Installation and Initial Scan + +Once you install Platform Governance for Salesforce, you simply click the **Start Spider** button +and your customizations are documented over the course of 4-5 days with minimal impact on system +performance. Once completed, you have a searchable database of all your customizations. + +## Documentation and Optimization + +After installation, it takes 4-5 days to document your customizations and approximately 3 weeks to +have your account both fully documented and optimized. + +### Clean Up + +Use the end to end documentation of custom objects and our Clean Up Tools to: + +- Identify unused fields, searches and other custom objects. +- Quickly identify dependencies to reduce the risk of breaking things in your account (i.e. see if a + search is being used in a script or workflow). +- Use Change Requests to keep your changes organized and capture approvals. + +### Script Management + +Critical Script Analysis enables you to determine how healthy your scripts are and what areas you +can fix to improve your account. With the tools and the Critical Script Analysis methodology you +can: + +- Identify high priority scripts based on usage. +- Identify people and departments triggering scripts to focus on scripts that could be + inappropriately triggered. +- Understand script execution times. + +## Intelligent Change Management + +Platform Governance for Salesforce is the only application for Salesforce that enables end to end +change management and compliance. This process can be achieved effectively in only 5 weeks after +install. + +By implementing Platform Governance for Salesforce you give your customers the ability to: + +- Track all changes to custom objects in Salesforce. +- Automatically be alerted to non-compliant changes. +- Set compliance requirements by risks based on System Complexity and Processes that are then + automatically tracked. +- Manage changes right in Salesforce by using the Change Request. +- Use automated impact analysis to identify the risks associated with changing custom objects. +- Use test records to manage tests in a central repository linked to the customization records. + +## Enterprise Compliance + +Once Intelligent Change Management is complete, it only takes between 3 to 4 weeks to achieve +Enterprise Compliance. + +### Environment Comparison + +The Environment Management Module enables Salesforce customers and consultants to quickly and +accurately identify differences between any two Salesforce accounts that have Intelligent Change +Management installed. Since both accounts have Platform Governance for Salesforce documentation in +place, the tool can quickly and easily compare them. It is principally used in four scenarios: + +- Sandbox Refreshes +- Migrating Customizations Between Developer and Sandbox Accounts +- User Acceptance Testing (UAT) and Performance Testing Environment Validation +- Deploying Changes to Production + +### Automated Audit + +Agent automates IT and financial controls and critical change practices to ensure configuration and +master data are compliant. It can: + +- Check for process problems regularly without user event scripts. +- Automatically generate and assign tasks and cases for each detected problem. +- Automatically alert key stakeholders. +- Log control violations for clearance. +- Store relevant data as a CSV to create a snapshot for compliance or troubleshooting purposes. +- Block unauthorized changes to critical records and fields (requires Advanced Change Management). diff --git a/docs/platgovsalesforce/installingstrongpoint/_category_.json b/docs/platgovsalesforce/installingstrongpoint/_category_.json index b7d009b64d..9e98115bf8 100644 --- a/docs/platgovsalesforce/installingstrongpoint/_category_.json +++ b/docs/platgovsalesforce/installingstrongpoint/_category_.json @@ -1,5 +1,5 @@ { - "label": "Install Platform Governance for Salesforce", + "label": "Installation", "position": 20, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/integrations/jiraintegration/_category_.json b/docs/platgovsalesforce/integrations/jiraintegration/_category_.json index 752014fd9e..4089f95cdd 100644 --- a/docs/platgovsalesforce/integrations/jiraintegration/_category_.json +++ b/docs/platgovsalesforce/integrations/jiraintegration/_category_.json @@ -1,5 +1,5 @@ { - "label": "Set Up the Jira Integration", + "label": "Jira", "position": 10, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/integrations/jiraintegration/jira_troubleshooting.md b/docs/platgovsalesforce/integrations/jiraintegration/jira_troubleshooting.md index 721bc71076..b22f51d87d 100644 --- a/docs/platgovsalesforce/integrations/jiraintegration/jira_troubleshooting.md +++ b/docs/platgovsalesforce/integrations/jiraintegration/jira_troubleshooting.md @@ -53,7 +53,7 @@ Error message: error=invalid_client_id&error_description=client%20identifier%20invalid -Refer to [Access Data with API Integration](/docs/platgovsalesforce/integrations/jiraintegration/jira_integration.md#access-data-with-apiintegration) for +Refer to [Access Data with API Integration](/docs/platgovsalesforce/integrations/jiraintegration/jira_integration#access-data-with-apiintegration) for more information on setting up the connected app. ## Error with Consumer Secret diff --git a/docs/platgovsalesforce/integrations/jiraintegration/jira_walkthrough_example.md b/docs/platgovsalesforce/integrations/jiraintegration/jira_walkthrough_example.md index 904612b9c7..5e02b67598 100644 --- a/docs/platgovsalesforce/integrations/jiraintegration/jira_walkthrough_example.md +++ b/docs/platgovsalesforce/integrations/jiraintegration/jira_walkthrough_example.md @@ -53,7 +53,7 @@ The walkthrough demonstrates these steps: ### Connected App Use the **Connected App** tab if you set up the connected app using the procedure: -[Access Data with API Integration](/docs/platgovsalesforce/integrations/jiraintegration/jira_integration.md#access-data-with-apiintegration) +[Access Data with API Integration](/docs/platgovsalesforce/integrations/jiraintegration/jira_integration#access-data-with-apiintegration) 1. Open the **Connected App** tab. diff --git a/docs/platgovsalesforce/welcome/navigate_strongpoint.md b/docs/platgovsalesforce/navigate_strongpoint.md similarity index 99% rename from docs/platgovsalesforce/welcome/navigate_strongpoint.md rename to docs/platgovsalesforce/navigate_strongpoint.md index 87fabe0d43..4d112e0177 100644 --- a/docs/platgovsalesforce/welcome/navigate_strongpoint.md +++ b/docs/platgovsalesforce/navigate_strongpoint.md @@ -1,7 +1,7 @@ --- title: "Launch Platform Governance for Salesforce" description: "Launch Platform Governance for Salesforce" -sidebar_position: 30 +sidebar_position: 7 --- # Launch Platform Governance for Salesforce diff --git a/docs/platgovsalesforce/releasemanagement/_category_.json b/docs/platgovsalesforce/releasemanagement/_category_.json index 6bb3380218..3c39f30d03 100644 --- a/docs/platgovsalesforce/releasemanagement/_category_.json +++ b/docs/platgovsalesforce/releasemanagement/_category_.json @@ -1,5 +1,5 @@ { - "label": "Release Management Overview", + "label": "Release Management", "position": 110, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/scanner/_category_.json b/docs/platgovsalesforce/scanner/_category_.json index 3b819919d5..6ac7419957 100644 --- a/docs/platgovsalesforce/scanner/_category_.json +++ b/docs/platgovsalesforce/scanner/_category_.json @@ -1,5 +1,5 @@ { - "label": "Scanner Overview", + "label": "Scanner", "position": 40, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/scanner/running_scanner.md b/docs/platgovsalesforce/scanner/running_scanner.md new file mode 100644 index 0000000000..71a953d59c --- /dev/null +++ b/docs/platgovsalesforce/scanner/running_scanner.md @@ -0,0 +1,9 @@ +--- +title: Manual Scanners +description: "Manual Scanners" +sidebar_position: 20 +--- + +import ManualScanners from '/docs/platgovsalesforce/installingstrongpoint/running_scanner.md'; + + \ No newline at end of file diff --git a/docs/platgovsalesforce/settings/_category_.json b/docs/platgovsalesforce/settings/_category_.json index a97d63ee0d..c7b8ec6117 100644 --- a/docs/platgovsalesforce/settings/_category_.json +++ b/docs/platgovsalesforce/settings/_category_.json @@ -1,5 +1,5 @@ { - "label": "Settings Overview", + "label": "Settings", "position": 30, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/tools/_category_.json b/docs/platgovsalesforce/tools/_category_.json index 0c00897e56..c536e09224 100644 --- a/docs/platgovsalesforce/tools/_category_.json +++ b/docs/platgovsalesforce/tools/_category_.json @@ -1,5 +1,5 @@ { - "label": "Tools Overview", + "label": "Tools", "position": 50, "collapsed": true, "collapsible": true, diff --git a/docs/platgovsalesforce/welcome/_category_.json b/docs/platgovsalesforce/welcome/_category_.json deleted file mode 100644 index f4fec08824..0000000000 --- a/docs/platgovsalesforce/welcome/_category_.json +++ /dev/null @@ -1,10 +0,0 @@ -{ - "label": "Welcome", - "position": 10, - "collapsed": true, - "collapsible": true, - "link": { - "type": "doc", - "id": "welcome" - } -} \ No newline at end of file diff --git a/docs/platgovsalesforce/welcome/welcome.md b/docs/platgovsalesforce/welcome/welcome.md deleted file mode 100644 index 83b1748dc1..0000000000 --- a/docs/platgovsalesforce/welcome/welcome.md +++ /dev/null @@ -1,96 +0,0 @@ ---- -title: "Welcome" -description: "Welcome" -sidebar_position: 10 ---- - -# Welcome - -Platform Governance for Salesforce is integrated into the Salesforce backend keeping all your data -within your Salesforce account. Your documentation is automatically maintained so it is always up to -date. - -By implementing Platform Governance for Salesforce you can: - -- Automatically catalog all custom fields, scripts, forms, searches, records and workflows. -- Visually browse standard and custom fields, lists and records to find all related scripts, - searches, users and departments. -- Capture and search script comments and identify poorly commented code. -- Automatically track changes to your customizations using the change logs, so you can see what - customizations were changed, how they were changed, when they were changed and who changed them. - -## Installation and Initial Scan - -Once you install Platform Governance for Salesforce, you simply click the **Start Spider** button -and your customizations are documented over the course of 4-5 days with minimal impact on system -performance. Once completed, you have a searchable database of all your customizations. - -## Documentation and Optimization - -After installation, it takes 4-5 days to document your customizations and approximately 3 weeks to -have your account both fully documented and optimized. - -### Clean Up - -Use the end to end documentation of custom objects and our Clean Up Tools to: - -- Identify unused fields, searches and other custom objects. -- Quickly identify dependencies to reduce the risk of breaking things in your account (i.e. see if a - search is being used in a script or workflow). -- Use Change Requests to keep your changes organized and capture approvals. - -### Script Management - -Critical Script Analysis enables you to determine how healthy your scripts are and what areas you -can fix to improve your account. With the tools and the Critical Script Analysis methodology you -can: - -- Identify high priority scripts based on usage. -- Identify people and departments triggering scripts to focus on scripts that could be - inappropriately triggered. -- Understand script execution times. - -## Intelligent Change Management - -Platform Governance for Salesforce is the only application for Salesforce that enables end to end -change management and compliance. This process can be achieved effectively in only 5 weeks after -install. - -By implementing Platform Governance for Salesforce you give your customers the ability to: - -- Track all changes to custom objects in Salesforce. -- Automatically be alerted to non-compliant changes. -- Set compliance requirements by risks based on System Complexity and Processes that are then - automatically tracked. -- Manage changes right in Salesforce by using the Change Request. -- Use automated impact analysis to identify the risks associated with changing custom objects. -- Use test records to manage tests in a central repository linked to the customization records. - -## Enterprise Compliance - -Once Intelligent Change Management is complete, it only takes between 3 to 4 weeks to achieve -Enterprise Compliance. - -### Environment Comparison - -The Environment Management Module enables Salesforce customers and consultants to quickly and -accurately identify differences between any two Salesforce accounts that have Intelligent Change -Management installed. Since both accounts have Platform Governance for Salesforce documentation in -place, the tool can quickly and easily compare them. It is principally used in four scenarios: - -- Sandbox Refreshes -- Migrating Customizations Between Developer and Sandbox Accounts -- User Acceptance Testing (UAT) and Performance Testing Environment Validation -- Deploying Changes to Production - -### Automated Audit - -Agent automates IT and financial controls and critical change practices to ensure configuration and -master data are compliant. It can: - -- Check for process problems regularly without user event scripts. -- Automatically generate and assign tasks and cases for each detected problem. -- Automatically alert key stakeholders. -- Log control violations for clearance. -- Store relevant data as a CSV to create a snapshot for compliance or troubleshooting purposes. -- Block unauthorized changes to critical records and fields (requires Advanced Change Management). diff --git a/docs/platgovsalesforce/welcome/what_does_strongpoint_document.md b/docs/platgovsalesforce/what_does_strongpoint_document.md similarity index 98% rename from docs/platgovsalesforce/welcome/what_does_strongpoint_document.md rename to docs/platgovsalesforce/what_does_strongpoint_document.md index cf8af40aac..bb0b20316f 100644 --- a/docs/platgovsalesforce/welcome/what_does_strongpoint_document.md +++ b/docs/platgovsalesforce/what_does_strongpoint_document.md @@ -1,7 +1,7 @@ --- title: "What is Documented" description: "What is Documented" -sidebar_position: 20 +sidebar_position: 5 --- # What is Documented diff --git a/docs/platgovsalesforce/welcome/whatsnew.md b/docs/platgovsalesforce/whatsnew.md similarity index 94% rename from docs/platgovsalesforce/welcome/whatsnew.md rename to docs/platgovsalesforce/whatsnew.md index 4616bbd2f1..a277654159 100644 --- a/docs/platgovsalesforce/welcome/whatsnew.md +++ b/docs/platgovsalesforce/whatsnew.md @@ -1,7 +1,7 @@ --- title: "What's New" description: "What's New" -sidebar_position: 10 +sidebar_position: 3 --- # What's New