Check a Field’s References Before You Edit It (Beta)

In a sandbox org, you can view the references to a custom field, such as in a formula, layout, or Apex class, with the click of a button. The new Where is this used? button lists where a field is used and where changes to the field appear. You can communicate changes to others who use the field in a formula or other context.

Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, and Unlimited editions, sandboxes only.

Note

Note

As a beta feature, the Where is this used? button is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for the Where is this used? button in the Dependency API / Field Usage Trailblazer Community.

Who: Admins with the Customize Application permission can use the Where is this used? button for custom fields.

How: The Where is this Used? button is on the custom field detail page.

Button location on the page.

Click the button to see the field reference details.

Example page of field references.

The list can include these references. Click a reference label to view the settings for the layout, formula, or other reference.

  • Validation rule
  • Layout
  • Formula field
  • Visualforce page
  • Apex class
  • Apex trigger
  • Email template (Salesforce Classic, text based)
  • Field set
  • Flow (query)
  • Lightning component markup (attr)
  • Process Builder (criteria)
  • URL button (formula)
  • Lightning page (related list single)
  • Lookup filter (lookup and master detail)

Click a reference label to go to the settings for that layout, formula, or other reference.

References within a managed package are not included in the list within the subscriber org. For example, you have a number field referenced in a formula. If you add the field to a package and install the package in a subscriber org, the subscriber org’s field reference detail page does not show that this number field is referenced in a formula field.

However, new references created after installing the managed package in the subscriber org do appear. For example, after you install the managed package and you add the number field to another formula in the subscriber org, the new reference appears.