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Exporting Information to Excel

Export the information from the removal scenarios to Excel to search for customizations affected by the bundle removal. The following example uses removal scenarios 5 and 6 to find affected customizations.

  • Scenario 5: Outside bundle referencing inside. All customizations built in the account that make use of the bundle components.
  • Scenario 6: In bundle referenced by outside. Opposite of Scenario 5

Export the Results

To export the results to Excel:

  1. Select View on Removal Scenarios 5 and 6.
  2. Click the Excel icon.
  3. Export Removal Scenario 5 and Scenario 6 to Excel.
  4. Choose the record you want to investigate. (for example, custom open task default)
  5. Each record shows all its relationships (both inside and outside bundle).

Find Relationships that Only Exist Within the Bundle

To find the relationships that only exist within the bundle:

  1. Copy the name of a record.
  2. Go to the opposite scenario and do a search with the pasted name.
  3. This shows the bundle components in use so you know what is removed when the bundle is gone. These are the records that need to be replicated.

Next Step: Final Tasks