AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Data Dictionary Builder

The smarter way to a well-maintained, real time, Salesforce data dictionary

Overview

Build and maintain trusted Salesforce data dictionaries. Track documentation gaps, update field metadata and classifications, and give users permission-aware, read-only access to approved definitions with configurable visibility and Excel exports

1 of 12

See How Data Dictionary Builder Works

  • Centralised field documentation Centralise Salesforce field documentation: review Descriptions, Help Text, Field Usage, Sensitivity, Highlighted Data and Compliance Category from one workspace.

  • Field documentation completeness Measure documentation completeness across Salesforce fields and objects, with visibility into missing Descriptions and Help Text and permission-based coverage.

  • Profile and Permission Set documentation Identify documentation gaps across Profiles, Permission Sets and Permission Set Groups, including descriptions that are missing, populated or editable.

  • Data sensitivity and classification Classify sensitive and regulated data with metadata categories for sensitivity, usage and compliance, including classifications relevant to PII, GDPR, HIPAA and PCI.

  • Permission-based filtering Filter field documentation by standard or custom object, Salesforce user, Profile or multiple Permission Sets to focus each review on relevant metadata and access.

  • Bulk metadata updates Edit and update supported metadata in bulk, then use controlled review and deployment where supported to keep Salesforce documentation consistent.

  • Secure read-only access Give users a read-only data dictionary limited to objects and fields they can already access through Salesforce permissions and Field-Level Security.

  • Configurable visibility Configure which metadata columns appear for each User, Profile or Permission Set, so audiences see approved documentation relevant to their roles.

  • Search and Excel exports Search and export data dictionary information to Excel for offline reviews, stakeholder discussions and audit evidence.

Data Dictionary Builder & User helps Salesforce teams create accurate metadata documentation and make it available to the right people, without exposing information they are not authorised to see. With Data Dictionary Builder, review and maintain field Descriptions, Help Text, Field Usage, Sensitivity, Highlighted Data and Compliance Category in one place. Track documentation completeness across fields, objects, Profiles, Permission Sets and Permission Set Groups, and identify missing descriptions. Filter by object, user, Profile and multiple Permission Sets. Update supported metadata in bulk and apply changes through controlled deployment where supported. Data Dictionary User gives Salesforce users a read-only dictionary that respects existing object permissions and Field-Level Security. Administrators control which metadata columns are visible by User, Profile or Permission Set. Users can browse approved definitions and export documentation to Excel. Together, the two tools make Salesforce metadata easier to document, maintain and understand. Book a demo to see how the two tools work together.

Categories

Business Needs
IT & Administration
Audit & Compliance
Data Management
Industries
Horizontal Product
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Supported Languages
English

More from Application Perfection Ltd

  • Permissions Audit Planner Pro
    by Application Perfection Ltd
    Plan Salesforce permission audits with reusable steps, owners and reminders. Monitor unused access, track review dates, identify documentation gaps and privileged permissions, and export evidence for security and compliance reviews
    IT & AdministrationAudit & Compliance

  • Instant Permissions Cloner
    by Application Perfection Ltd
    Migrate from Profiles to Permission Sets, clone users and their access within or across Salesforce orgs, consolidate Permission Sets and manage licences. Reduce manual setup and simplify onboarding, handovers and access changes.
    ProductivityIT & Administration

  • Ultimate User Manager
    by Application Perfection Ltd
    No Ratings
    Understand and manage user access from one place. Identify security risks, make informed permission changes and document findings to support ongoing reviews and audits.
    IT & AdministrationAdmin & Developer Tools

  • Burgess Cloud Consulting Ltd
    by Application Perfection Ltd
    No Ratings
    Whether you are looking to lean on us for skillsets outside your core Salesforce team or implementing Salesforce for the first time. Feel free to reach out and we can discuss your requirements to see if we are a good fit.

  • Report Manager Pro
    by Application Perfection Ltd
    Find stale unused reports, check dashboard dependencies and subscriptions, then move, archive or delete in bulk. Automate cleanup, analyse report usage, fields and Report Types, improve documentation and schedule report delivery.
    Admin & Developer ToolsDashboards & Reports

  • Permissions Manager Pro
    by Application Perfection Ltd
    Compare and bulk-update Salesforce object and field permissions, investigate record access, document security settings with 40 Intel reports and produce audit evidence. Review privileged access and role hierarchies from one Salesforce-native app.
    IT & AdministrationAudit & Compliance

  • Report Manager Free
    by Application Perfection Ltd
    Report Manager Free helps Salesforce admins identify reports that haven't been run, review cleanup opportunities and receive an emailed business case with inactive report counts and estimated manual archiving hours. Explore Report Manager Pro.
    IT & AdministrationAdmin & Developer Tools

  • The Security & Access Manager Suite
    by Application Perfection Ltd
    Document your Salesforce access model, compare and update permissions, investigate user access and produce audit evidence. Manage metadata, identify underused fields and clean up reports with one Salesforce-native suite.
    IT & AdministrationSecurity

  • Field Trip Analysis
    by Application Perfection Ltd
    Analyse Salesforce field usage, population, dependencies, layout visibility, and risk to identify low-value fields, support safer clean up decisions, and reduce manual review effort across your org.
    IT & AdministrationAdmin & Developer Tools