After creating an environment and fetching its business applications configuration, you are now ready to explore and search these configuration elements, see how they relate to each other and answer questions about the impact a certain change may have on other areas of your configuration, e.g . where a certain field is being used, which workflow is using a certain email template, etc.
Elements are the basic building block of information in the Salto ecosystem, they represent everything we know about the configuration of the applications we manage.
When Salto runs a fetch operation, it communicates with the upstream business applications via their APIs and translates the information it receives to Salto configuration elements.
Salto configuration elements may represent any configuration aspect of the application, e.g. custom object, custom field, layout/form definition, email template, workflow etc.
When Salto detects a configuration element that relates to another one, it generates a ‘Salto reference’, representing this information. This detection allows users to identify dependencies throughout their configuration. We commonly refer to this use case as ‘Impact Analysis’.
In some cases, Salto can detect references across more than one application, e.g., a workato recipe connecting a salesforce field and a netsuite one. This detection allows users to generate cross application impact analysis insights.
A certain configuration element may be linked to a ‘static file’ containing additional textual or binary information related to that element, e.g. code, email template, image (icon) etc.
There are two basic types of elements in Salto, Instances and Types:
- Types are used to describe the schema of configuration values. Note that In Salto, the schema itself can be part of the configuration we need to manage, for example: Salto uses types in order to describe and manage salesforce custom objects.
- Instances are used to describe the configuration values that Salto needs to manage. They generally have two parts - values and a type. The values are the actual information, the type describes the schema of the values.
Salto configuration elements also have a textual representation that is based on Salto's NaCl language.
Fetched configuration elements are translated to the NaCl format and stored in text files containing a representation of the configuration, relations to other elements and links to static files.
Maintaining the business application configuration in textual files allows Salto users to:
- View and edit their configuration via text editors.
- Leverage Git in order to manage and collaborate on configuration versions.
- Search - filter elements or files or search for content across your entire configuration data.
- Elements tab - Browse configuration elements. Click on an element to view its configuration.
- Files tab - Browse files. Click on a file in order to view its configuration.
- Content tab - Search for content across your entire configuration data. This tab is useful in various cases, typically before planning a change or while debugging an issue:
- Search for an email address, a URL or a user ID to see where they are used across your configuration.
- Search for a variable name or hard coded value to see them in relevant code snippets, picklist values, comments and more.
- Search for any term. For example, ‘GDPR’ to see usage within relevant layouts, processes, automation rules, etc..
In case an element you are looking for does not exist in search, it might be because your app connection configuration is excluding it.
Each application connection can be configured to control the scope of the configuration data that is being fetched into Salto. To learn more about app connection configurations and how to include or exclude types, check out this guide.
In case your application connection is configured properly and you still miss an element in search, let us know.
Displays the content of the selected element, file or content search
When inspecting elements, you can also view their references to learn about their relationships with other elements and identify dependencies on other parts of your configuration. This is very useful when performing impact analysis in order to understand how a change in a certain element may influence other parts of your configuration.
To view the references of an element, open it and click on ViewReference’.
Alternatively, you can view references also by right clicking over any element in the Content view or by hovering over an element in the Elements tab and clicking the ‘...’ menu.
References are grouped by their type. Expand a type from the references list to see all of the references of that type for the chosen element. Clicking on a reference will display its content.
You may want to review a specific Salto element directly in your business application. To do so, click on ‘Open in App’ via:
- The ‘...’ menu in the Elements tab
- The ‘...’ menu in Content view
- Right click over any element in the Content view
This will work only with public elements or private ones, as long as the user who created the private element is the one clicking on 'Open in App'. For example, a saved search in NetSuite.
Continue to our step-by-step video guides, for real examples:
Updated about 1 month ago