CPQ is one of the most powerful — and most feared — corners of the Salesforce platform. Between nested product rules, price rules, and bundle logic, even seasoned admins often can't say with confidence what a single change will break downstream.

With dx0, that changes. Now everyone in your org — not just your Salesforce architects — can see exactly how CPQ is configured and understand the ripple effects of any change before it hits your go-to-market engine.

No more guessing. No more "let's just test it in prod and hope."

Note: This requires "Agentic Data Access" to be enabled in your account. Reach out to help@happysoup.io for details. 

We just expanded the org index to include Profiles, Roles, and Dashboards — unlocking much richer answers about how access is really configured across your Salesforce org.

You can now ask dx0 questions like:

• Who can see or do what in this org?
• How is access structured across roles and profiles?
• Where are risky or inconsistent access patterns showing up?

One quick setup note

Dashboards are now supported, but they’re optional and need to be turned on in: Connected Orgs → Index Configuration (Include Reports and Dashboards).

Your Salesforce reports have always been a bit of a blind spot. Not anymore.

You can now include Reports in your org index, which unlocks a whole new layer of visibility:

• Field usage, finally complete. See where a field is actually used in reports, not just in code and automation. No more "safe to delete?" guesswork.
• Ask the AI agent the real questions. "Which reports are duplicates?", "Can we consolidate these sales reports?", "What reports still reference this legacy field?" — the agent can now dig into your report definitions and answer.

A quick heads-up

Reports can number in the thousands and are heavy to retrieve, so we've kept this off by default to keep everyone's indexing fast and lean. When you're ready for the deeper view, flip it on:

Connected org → Details → Index Configuration → Include Reports

It'll be picked up on the next index refresh. Turn it off any time.

dx0 now index more metadata types which power the AI agent's capabilities to understand your org. This new update includes:

- Permission Sets / Groups

- Global Picklists / Value Sets

- Workflows and their subtypes (email alert, field update, etc.)

- Approval processes

Additionally, we've enhanced the index UI so that it's always clear which metadata types are available and when they were last indexed.