Impact analysis

See what breaks before you change or delete a Salesforce field.

Impact analysis answers one question before you touch your schema: what breaks if I change this field? It maps the blast radius — the validation rules, page layouts, lookups, and automations that depend on a field — so you can make the call with the full picture instead of finding out after you ship.

Here's the blast radius for a single field at a glance:

Built from metadata

Impact analysis works from your org's structure — rules, layouts, relationships, and Salesforce's dependency graph. It never reads, stores, or shows record data.

Where to find it

Impact analysis shows up in three places:

Field detail

An Impact section on every field's page, with a verdict and the references behind it.

Object detail

An Impact tab on every object, summarizing incoming references and automation.

Assistant

Ask "what breaks if I change Region__c" or "is this field safe to remove" in plain English.

What's analyzed on a field

The Impact section on the field detail page pulls together everything that depends on the field:

  • Same-object validation rules — rules whose formula references the field.
  • Cross-object validation rules — rules on other objects that reach this field through a parent relationship.
  • Page layouts — the layouts that expose the field.
  • Lookups the field powers — the relationship edges that depend on it.
  • Automations — Flows, Apex classes, Apex triggers, and Workflow Rules that reference the field, drawn from Salesforce's MetadataComponentDependency.

The verdict

From those references, the field's Impact section shows one of three verdicts:

VerdictMeansExample
DependsThe field is referenced — review before changing it."Referenced by 4 validation rules, 3 page layouts, 2 automations, and powers 5 lookups — review before changing or deleting."
SafeNothing references the field, and layout coverage was complete."No rules, layouts, automations, or lookups reference this field — likely safe to retire."
UnknownNo references found, but page-layout coverage was incomplete."Verify before removing."

Why "safe" is conservative

The green safe verdict only appears when SchemaForce captured complete page-layout coverage for the object. If coverage was partial, the verdict is unknown instead — SchemaForce would rather tell you to verify than claim a field is safe to retire when it can't see every layout.

On an object

The Impact tab on an object's detail page summarizes the blast radius for the whole object:

  • A verdict — for example, "Changing or deleting Account affects 12 incoming references and 4 automations."
  • Counts of fields, validation rules, layouts, and record types.
  • A Referenced by list of objects that look up to this one.
  • An Automation on this object list — Flows and Apex triggers, marked active or inactive.

Honesty about the limits

Impact analysis is precise about what it can and can't see. Keep these in mind:

What impact analysis does not do

  • Automation linkage is dependency-graph level, at object granularity. SchemaForce does not parse Flow or Apex internals to confirm exactly how a field is used inside them.
  • Automation dependencies are covered for custom fields only.
  • A safe to retire verdict is asserted only when page-layout coverage is complete — otherwise you'll see unknown, meaning "verify before removing."

Plan

Impact analysis is part of the core dictionary — it's not gated by plan.

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