So, previous consultants have left our organization with a MESS of sales process labels (Closed Won, Closed Won - 100, AND Opportunity Won!) And we need to clean it up! But I want to ensure that we have documented the places where changing a sales process step / label (We're planning to Merge similar values, not just deactivate/delete them) could affect automation. *Can you help me think of categories where I should check / have our team check* before we start messing about with the Sales Process values?
My current list: Opportunity Validation Rules, Quote Validation Rules (bascially and child objects), Workflow Rules, Process Builders & Flows, Reports & Dashboards, Apex Classes & Triggers, VisualForce Pages. *What am I missing?*
@Richard Johnson I love this description "all the automation bits and pieces" ... it's precisely my concern!
BONUS outcome of your comment: I realized we could soql query the metadata (We have two BRILLIANT DEVELOPERS) for the text string, AND we have just recently completed a documentation and (started the) clean up project to identify all the places where previous devs/admins had hard coded specific user IDs or names where it should have been roles (or other scalable-assignments) so I'm thinking we can use the same template (and perhaps the same team!) to accomplish the double-check hand documentation!
