Automation Summary
Summarize the org’s automation footprint by returning a table with
counts for: Workflow Rules, Flows, Apex Triggers, and Approval Processes.
Use this to quickly assess overall logic complexity.
Active Flows
List all active Flows with their names, trigger type, related object
(if applicable), and last modified date. Useful for identifying what’s
currently in play and potentially undocumented.
Inactive Automations
Identify automation components that are inactive or deprecated. Include
Workflow Rules, Flows, and Approval Processes. This helps surface
cleanup opportunities and legacy configurations.
Object Overview
Provide a metadata summary for the Case object. Include key fields,
validation rules, active Flows, Apex Triggers, and Approval Processes.
Useful for onboarding or scoping changes to a core object.
Security Overview
Return an overview of access control. Include the number of Profiles
and Permission Sets, and the number of users assigned to each Profile.
Helps assess legacy vs modern security models.
Metadata Inventory Mapping
Generate a high-level metadata inventory of the org. Return counts for
the following categories: Automations (Workflow Rules, Flows, Approval
Processes); Custom Code (Apex Classes, Apex Triggers, Apex Pages);
Agentforce Metadata (GenAI Planner, GenAI Plugin); Access Control
(Profiles, Permission Sets); UI Elements (Page Layouts, Lightning Pages,
Record Types); Engagement Assets (Email Templates, Approval Processes).
Present the output as a table with: Category, Metadata Type, Count.
Use this for kickoff meetings, scoping, or planning documentation and
migration.