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Status In Review
Categories Salesforce
Created by Oleksandr Prokopiv
Created on Oct 7, 2025

[bug] Explore PDM is not showing SF content properly

Hi Team,

We are actively using explore PDM to map new assets to existing content or checking if any new L5-L6 should be created for Salesforce project delivery.


However, as a part of explore PDM once we are selecting Salesforce as Technology we are receiving not only PMO, Quality and Salesforce content, but a lot of other content that is not Salesforce relevant.

We can select the delivery teams in filter section, but we do not see updated count for L1-L6 in bottom that is not allowing us to track if there are any changes in the contact done by global teams [e.g. as a part of delivery standards creation].


Could you please advice how we can track actual content as currently excel extracts become outdated too fast?

Also, it will be helpful to be able to extract explore PDM to excel for some analysis and prep work.


Kind regards
Olek

  • Admin
    James Schulze
    May 8, 2026

    Hi Olek, the scope with Offerings workflow now has the ability to export to excel, will this address your export analysis concerns? The team is also looking at updating Explore PDM to include a view by Offerings as we have moved off of Building Blocks.