How does the Modernization tool work?
The tool will go through a 5-step process to ensure your Salesforce implementation is optimized in the most efficient way possible. The steps are below:
- Authorize a secure connection from Diagnostics Toolset to the client org via OAuth2.
- Collect metadata and data counts to a temporary, secure container filesystem to which no human has access.
- Scan metadata to create aggregated analysis.
- Delete secure token from client org and all retrieved metadata.
- Utilize aggregated analysis in visualizations, benchmarks, and insights.