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Documentation Center - Compliance Documentation with Data Dictionary
Actionable org intelligence for audit, visualization, and remediation.
Overview
Document schema with the Data Dictionary. Visualize metadata relationships with Impact Analysis. Generate actionable org intelligence including compliance documentation, picklist tables, and code quality insights. Export to Excel, PDF, CSV, and HTML.
See How Documentation Center - Compliance Documentation with Data Dictionary Works
Generate a Data Dictionary for objects, fields, relationships, automations, formulas, help text, usage metrics, and 200+ configurable properties for compliance documentation, schema documentation, integration, and governance.
Create an Org Dictionary for 350 metadata types. Turn nested XML into readable tables with selected elements, virtual properties, filters, color rules, exports, audit-ready reports, and scheduled delivery.
Use Change Impact Analysis to map dependencies across 350 metadata types and 1500+ relationships. Trace references, understand delete risk, document architecture, and build related deployment job lists.
Find and fix Apex technical debt with Code Quality reports powered by PMD static code analysis. Detect security, performance, style, and best-practice issues, then use AI to explain or correct code before deployment.
Improve Apex Code Coverage with test execution results, stack traces, line-by-line color coding, custom thresholds, scheduled alerts, failed-test diagnostics, and AI-generated missing test cases.
Compare fields against Page Layouts and Lightning Record Pages. See which fields are editable, read-only, required, hidden, or missing so teams can simplify layouts, reduce clutter, and improve usability.
Audit record types and picklists with a Picklist Matrix Report. Review active values, defaults, value sets, object assignments, global value sets, and configuration gaps that affect record creation.
Document controlling and dependent picklists with a Dependent Picklist Report. Reveal value mappings, dependent options, global and standard value sets, uncontrolled values, and cleanup candidates.
Produce audit-ready documentation for compliance, corporate governance, data stewardship, release planning, org transformation, technical debt remediation, schema reviews, and enterprise change control.
DATA DICTIONARY • Document objects, fields, relationships, automations, formulas, help text, descriptions, classifications, compliance groups, business status, usage metrics. ORG DICTIONARY • Convert 350 metadata types into readable tables with selected XML elements, virtual properties, color rules, filters, exports, and scheduling. IMPACT ANALYSIS • Map dependencies across 350 metadata types and 1500+ relationships to trace references, assess delete risk, identify impact, and build deployment lists. APEX CODE QUALITY • Run PMD static code analysis for security, performance, and best-practice findings, then use AI to remediate. APEX CODE COVERAGE • Review test results, stack traces, uncovered lines, thresholds, alerts, and AI-generated missing tests. FIELDS VS PAGE LAYOUTS • Compare fields against layouts and record pages to reveal editable, read-only, required, hidden, and missing fields. RECORD TYPES VS PICKLISTS • Audit active values, defaults, value sets, assignments, and gaps that affect record creation and data quality. DEPENDENT PICKLISTS • Document controlling mappings, dependent options, value sets, and uncontrolled values. Export CSV, HTML, PDF and Excel reports.
Categories
- Business Needs
- Document GenerationAdmin & Developer ToolsAudit & Compliance
- Industries
- Horizontal Product
- Personas
- AdministratorArchitectDeveloper
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.
- Lightning ReadyMultiple CurrenciesPerson AccountsSalesforce Shield