Tuesday, July 12, 2016

Document your Salesforce org with Octopus

In short, Octopus is a free app available in AppExchange built by Astrea It Services Pvt Ltd. Octopus allows you to document all the items in your Salesforce org. Get information about apex classes, pages, workflows, triggers, objects, fields and much more in a single place. You can also download it as a PDF/Word file for future reference.

To get information about Approval Processes, Validation Rules, Workflow Rules, Workflow Field Updates, please ensure that your Salesforce instance URL has been added in the remote site settings - navigate to Setup | Administer | Security Controls | Remote Site Settings, for example, if your Salesforce instance is ap1.salesforce.com, the Remote Site URL would be https://ap1.salesforce.com

Once installed from AppExchange, navigate to Octopus tab, select items you would like to document, or you can select all items. Click View button or PDF or Word icon, and done. With just an easy a few clicks, you will get result from Salesforce org with information of:
  • Name
  • Namespace Prefix
  • Table Enum or Id
  • Active
  • Last Modified Date

Sample result:

Even you downloaded the information as PDF or Word document, you still can click the Name link to open the real metadata in Salesforce.

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Astrea It Services Pvt Ltd


Version: 1.25

Blog last update: 12 July 2016

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