[SalesForce] Easy method/tool for determining unassigned page layouts

Poorly maintained SF instances can end up with a lot of clutter: case in point, page layouts. In my new org there are dozens for each object, along with dozens of record types. Many are outdated and unused, but were never cleaned out by the former admin.

My process for cleaning out old layouts has been cumbersome and manual: I compare the list of layouts against the layout assignment page in salesforce, carefully navigating across the table and searching to see if a given layout was assigned to any profiles for any record types, then deleting it if it isn't.

I'm surprised my searches for tools/solutions around this have been so unfruitful, since I imagine this is a common experience.

Anyone know of any tools, or a way to programatcially determine which page layouts haven't been assigned to any profiles?

Best Answer

My solution was to use metadata files for profiles.

Get access to Salesforce metadata. You can do this using the metadata API directly, or indirectly through pulling metadata files via an IDE like Eclipse or MavensMate
Get metadata for profiles and for layouts. The layouts metadata provides you a full list of page layouts across all objects, while the profile files contain the info on which page layout/record type combos the profile is associated with.
Compare the profiles' assignments to page layouts to the list of page layouts. I did this using some scripting code which parsed through the xml files.

Related Solutions

[SalesForce] Deploying page layouts

If the page layout assignment has not changed then i would not include profiles as the metadata of the page layout assignment is still same .

<?xml version="1.0" encoding="UTF-8"?>
<Profile xmlns="http://soap.sforce.com/2006/04/metadata">
 <!-- Field permissions --> 
  <!-- Layout Assignments
  <layoutAssignments>
 <layout>Account-Institution</layout>
 <recordType>Account.Institution</recordType>
 </layoutAssignments>
 <!-- object permssions -->
 <!-- Record Type visibilities -->

so if record type association and layout assignment has not changed you can skip migrating profiles

[SalesForce] Mass Edit Field Accessibility

You can edit field level security for all fields, but only 1 profile at a time.

I still use the old profile interface, which would use this path setup - profiles - field level security - account - edit

You can do the same for record type access - set access for all record types, 1 profile at a time: setup - profiles - record type setings - accounts (edit)

In the new profile UI, its similar to doing this on permission sets, where you would click on a profile, then select the account object, where you can set record type access and field level security from the same page.

Best Answer

Related Solutions

[SalesForce] Deploying page layouts

[SalesForce] Mass Edit Field Accessibility

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