Salesforce Insights

The Insights menu provides powerful analytical and dashboard tools to help you understand, monitor, and optimize your Salesforce DevOps processes.

When you click Insights in the left navigation, you’ll see three tabs at the top:

• All: Displays every available insights tool and dashboard in one place.

• Analysis Tools: Filters to only tools that analyze code, metadata, tests, and quality metrics.

• Dashboards: Shows high-level, prebuilt visual reports for quick status overviews.

Switch between tabs to focus on the tools and views you need.

Analysis Tools

Analysis Tools perform targeted examinations of your Salesforce environments and deployments:

1. Dependency Analyzer: Identify and review dependencies among Apex classes, Lightning components, and other metadata. Learn more here.

2. Sandbox Refresh: Automate pre- and post-refresh tasks for Salesforce sandboxes (data seeding, metadata sync). Learn more here.

3. Deployment Reports: Extract detailed deployment history, correlating commits, authors, and status outcomes. Learn more here.

4. Test Class Mapping: Manage associations between Apex test classes and the components they cover. Learn more here.

5. Code Scan Insights: Aggregate static analysis and security scan results (SonarQube, Snyk, Black Duck). Learn more here.

6. Component Lookup: Search for individual metadata components and view their latest deployment, test, and scan results. Learn more here.

Dashboards

Dashboards provide visual summaries of key DevOps metrics:

1. Code Scan Insights Dashboard: Displays charts for code scan results, including issue counts, severity breakdowns, and trend lines. Learn more here.

2. User Story Insights: Presents a consolidated view of your Salesforce user stories, related objects, fields, validation rules, and relationships. Learn more here.