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

Now you can see the references to a custom field, such as in a report or formula, with the click of a button. You can also 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 all editions.

Note

Note

We provide the Where is This Used? button for custom fields to selected customers through a pilot program that requires agreement to specific terms and conditions. For information on enabling this feature, contact Salesforce. The Where is This Used? button for custom fields is subject to change and isn’t generally available unless or until Salesforce announces its general availability in documentation or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Who: Admins can use the Where is This Used? button for custom fields through a pilot program. The Customize Application permission is required.

How: The Where is This Used? button is on the page where you manage a custom field.

The location of the Where is this used? button.

Click the button to see the field reference detail page.

An example list of references.

The list can include these references.

  • Validation Rule
  • Layout
  • Formula Field
  • Visualforce Page
  • Apex Class
  • Apex Trigger
  • Email Template (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, report, formula, or other reference.

Note

Note

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 that number field to another formula in the subscriber org, the new reference appears.