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Config Workbook
Salesforce metadata, at your finger tips.
Overview
ConfigWorkbook gives you full command over your org meta data. In just a few clicks, you can generate complete metadata Excel workbooks for field level security, object ERDs, run deep impact analyses, and convert raw debug logs into visual process map.
Stop manually building spreadsheets for compliance or releases. Extract fully structured, audit-ready Excel workbooks detailing: Security & Access: Profiles, Permission Sets, Field-Level Security (FLS), and Object Permissions.
Schema & Model: Custom & Standard Objects, Fields, Picklists, Page Layouts, and Record Types. Automated ERD Diagrams: Generate clean Entity-Relationship Diagrams across standard and custom objects in minutes.
Deep Impact Analysis: Trace field, class, and Flow references across your entire org to know exactly what will break before you make a change. Transform raw, hard-to-read logs into actionable operational insights.
Debug Log Analyzer: Instantly identify performance bottlenecks, silent errors, and governor limit risks. Event Log Process Maps: Convert Salesforce Event Monitoring data into visual process maps to understand user journeys and system interactions.
Monitor your environment's vital signs from a centralized command center: Track active users, assigned profiles, identity settings, and Auth Provider. Monitor code coverage, recent deployments, and system stability.Prevent downtime with real-time tracking
Managing complex Salesforce environments doesn’t have to mean endless manual documentation, risky deployments, or untangling opaque metadata. ConfigWorkbook is the ultimate org intelligence engine built for Salesforce Admins, Architects, and Developers. It delivers complete visibility into your Salesforce architecture—turning hundreds of hours of tedious technical documentation into automated, click-of-a-button insights. Whether you are preparing for a major release, undergoing a security audit, or refactoring legacy automation, ConfigWorkbook gives you full command over your org's metadata, dependencies, and performance logs.
Categories
- Business Needs
- IT & AdministrationAdmin & Developer ToolsAudit & Compliance
- Industries
- Horizontal Product
- Personas
- AdministratorArchitectConsultant
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package