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What is Impact Analysis in Salesforce?

Understand how changes ripple across your org before you hit deploy.

Pablo Gonzalez avatar
Written by Pablo Gonzalez
Updated over 3 weeks ago

Salesforce orgs can get complicated quickly. Between custom fields, duplicated automations, and Apex classes with hard-coded IDs, it’s easy to lose track of what depends on what.

That’s where impact analysis comes in. It helps you see how one change in your org could affect everything else that’s connected to it.

What is Impact Analysis?

Impact analysis shows you all the places where a piece of metadata, like a field, workflow, or picklist value, is referenced.

For example, imagine a custom field that’s used by:

  • 10 Apex classes

  • 2 process builders

  • 7 workflow rules

If you modify or delete that field, all of those connected pieces could break. Impact analysis gives you a clear map of those dependencies before you make the change.

Why does it matter?

Sometimes even the smallest changes can cause big problems.

Take renaming a picklist value:

  • Reports that filter by that value could stop working

  • Workflow or validation rules might not fire

  • Apex code checking for that value could fail silently

Without impact analysis, you wouldn’t know until something breaks in production. With it, you can catch those dependencies early, adjust them, and include the right fixes in your deployment.

HappySoup

Impact analysis is about confidence. It gives you the full picture of what’s connected, so you can make changes safely instead of guessing and hoping nothing breaks.

HappySoup makes this easy by instantly showing you where fields, automations, and Apex are used so you can understand the impact of any change in minutes.

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