Tuesday, February 13, 2018

Salesforce Config Workbook

If you need more than just export Salesforce fields to Excel, such as Field Level Security, Page Layout, Profile, Flow, Field usage and many many more features that help admin life easier - Config Workbook by ConfigWorkbook would be your choice.

Once installed, you will be presented with a dashboard showing metadata breakup, code breakup, user login, and much more at a glance.



Then, you will also find a bunch of metadata reports defined, from object, profile, flow, user, permission set, layout and so on.



You can try this tool for free for up to 8 reports, get it from AppExchange.


Sample page layout report for Lead object




Type: Managed Package; AppExchange

Paid/Free: free for up to 8 reports

Publisher: ConfigWorkbook

Installation: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000q4evEAA

Version: 2.99


Blog last updated: 13 February 2018