Scan State and Country/Territory Data and Customizations
Scanning an organization for text-based state and country values reveals where and how text-based state and country data appears in existing records.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions except Database.com |
| User Permissions Needed | |
|---|---|
| To scan state and country data and customizations: | Modify All Data AND Create Documents |
For example, you can see all the ways United States is saved as a text value, such as U.S., US, America, Estados Unidos, and even misspelled entries like Untied States. In addition, scanning shows you where state and country data is used in customizations, including:
- List views
- Reports
- Validation rules
- Custom buttons and links
- Workflow rules
- Email templates
- Field sets
- Apex classes and triggers
- Visualforce pages
When the scan is complete, you receive 2 emails with links to detailed reports: one on address data and one on customizations. After analyzing the reports, begin the tasks of converting existing data to picklist values and updating customizations so that they work with the new picklist fields.
- From Setup, enter State and Country/Territory Picklists in the Quick Find box, then select State and Country/Territory Picklists.
- On the State and Country/Territory Picklists setup page, click Scan for state and country/territory data
- On the Scan for Affected Data and Customizations page, click Scan for State and Country/Territory Data.
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Wait for an email that contains the results.
Depending on the size and complexity of your organization, the results take anywhere between a few minutes and a few hours to generate.
Note The emails are sent from noreply@salesforce.com. They have the subject line, “Salesforce Address Data Scan” or “Salesforce Address Customization Scan.” If you don’t receive the emails, make sure that they weren’t caught in a spam filter. - Click the link in each email to go to a document that contains the report of affected data or customizations.
- On the Document detail page, click View file.
