Welcome To Config Workbook

Get days worth of work in few minutes

Multiple Reports

More than 10 unique metadata based reports for download in Ms Excel format

100% Data Security

No data is exported out of Salesforce Org for report generation, its 100% native Salesforce App.

Proven Success

Huge Time Saver

Generate Metadata Config workbooks not in days, but in few minutes.

Well Trusted

35000+ installs on Salesforce AppExchange in past 3 year.

Cost Effective

Sensible pricing for practical usage, pricing that works well across unlimited number of users in sandboxes, production and dev orgs.

Easy to Use

Single landing page with simple navigation, to generate all required config workbooks.

Key Features

Fine Object Metadata Details

For all objects (standard and custom), explore fine details about fields, picklists, formulas, validation rules, fieldsets, record types, business processes, custom buttons/links etc.

Check animation on right side for quick glimpse of report, or download a report sample.

Salesforce Object CRUD/FLS and Metadata details

Apex, Trigger, Visualforce Page & Component Details

Apex : List of all classes, code coverage, namespace prefix, validity, created/last modified info, api version, and length without comments.
VF Components and pages: Lists all components/pages with created/last modified info, namespace prefix, and api version etc.
Triggers : List of all triggers, code coverage, object name, associated DML events, namespace prefix, validity, created/last modified info, api version, and length without comments.

Check animation on left side for quick glimpse of report, or download a report sample.

Salesforce Apex, Visualforce, Trigger details

Your time is precious

We are committed to success and productivity of Config Workbook customers, in 1812+ cities across 74 countries. We're glad our customers are getting days worth of configuration reporting done in few minutes.

Trusted by best Salesforce Technocrats

Featured in Dreamforce Talk

AppExchange for Admins: Apps Every Admin Should Know (2)

Config Workbook was featured in Dreamforce session titled "AppExchange for Admins: Apps Every Admin Should Know"
Note: Scroll/Forward this video to 28.45

Watch Dreamforce Video Recording

Featured in Salesforce Blog

“We use Config Workbook in conjunction with Field Trip to see what percentage of fields are being used. With one click of a button, you can download a workbook on all of the data about an object.”
- Leyna Hoffer (Salesforce MVP)

View Salesforce Blog

Featured in Salesforce MVP Phil's Salesforce Tips - Week #168

“This AppExchange tool allows an Excel workbook to be downloaded containing details of the Org configuration including the Objects, Security settings, change history, and it will include items such as the picklist values..... - Dave Humm”

View Phil's Blog

Featured in CloudMyBiz Blog

“You need a way to take all of the information you need and gather it in one place for your review as quickly as possible. Well, I’ve got good news for you – there’s an app for that. Check out Config Workbook - Jared Baker”

View Jared's Blog

"To my knowledge, this is the only app that extracts Field Level Security. I picked a bunch of profiles, and 7 objects of interest and it spit out the matrix of security......"

Michael Farrington (Salesforce MVP)

"This app exports metadata information into a nicely prepared excel workbook. Saves a tremendous amount of time for establishing the current configuration baseline."

Jeff Goree (Director Sales @CodeScience)

"This app. is an awesome tool for admins and consultants who need to document the customization of a Salesforce org. It's very easy to use, and the generated Excel files are well designed (no rework needed!)."

Mehdi Cherfaoui (Tech Solution Architect @Salesforce)

" Love this tool!!! When I first became an admin, I was given the tasks of documenting what profile could see what objects. I went into every profile, of which there were many, and look at all the objects, of which there were many, to create a spreadsheet. This task took me two days. Now, in a matter of minutes, I have the information. What a time saver!!!"

Julie Mellema (Sys Admin @MN.IT Services)

"Très bonne appexchange permettant de générer facilement les workbook et document design d'une application Salesforce. Merci aux développeurs."

Mohammed BEZRHOUD (Sr. Consultant CRM)

"I was tired of using Metadata API to update my custom excel workbooks to keep a consistent Data Dictionary for my Development Team. I found my way to this product from a comment on the Developer site, and I'm sure glad I did! I was able to install, configure and pull down all of my custom types to a nice, neat & clean Excel Workbook in under 30 minutes. The only limitation at the time of this writing is lack of being able to report on Custom Metadata Types. They have since indicated they will support this soon. Keep up the great work!."

John McKenney (CTO & Co-Founder @ContributeCloud.com)

"This app allows you to get full insights into the configuration of your org. I highly recommend it for admins and consultants. It eliminates the risk of typos when documenting or analyzing your salesforce org. The new page layout export is amazing and provides insight into field usages/availability."

Jason Patterson (Senior Principal Success Manager @Salesforce)

"Great asset to my toolbox when it comes to understanding the overall rules behind Salesforce environments. Easy to set up, simple and provided me with the information I needed for my current org migration. Thank you guys!"

Alexander Kirschniok (Salesforce Consultant bei Cloud Consulting)

Pricing

All of the features in Config Workbook are FREE to use, we only charge for Ms Excel based reports generated out of app.

Free Plan

This auto activates on installation in any Salesforce org. All other features mentioned below are completely FREE. Excel based report downloads are only chargable, we offer 8 trial reports to start with, in case you run out of those reports, please purchase a paid plan.

Explorer

$0

8 trial reports available.

To get more reports, please upgrade to any paid plan.

Dashboard

A rich dashboard showing vital org usage stats about login behavior, login ip range, profile wise logins, and metadata count (fields, labels, classes etc)

Org Comparator (beta)

Lets you compare Apex, Triggers, Objects and Visualforce

Profile Comparator

Compare each and every bit of one profile with other, in same or across different orgs

Metadata Update (beta)

Allows easy update of Validation, Workflow, Object permissions, and Field Level Security

Mass Validation/Workflow Updates

It makes migrations easy, by offering ability to bulk change/enable/disable validation and workflow rules

Impact Analysis NEW

Figure out dependencies of Object fields in Workflow rules, Validation rules, Approval Process, Sharing Rules, Page Layouts, Formula Fields, Apex(text match), and Visualforce page/components

Paid Plans

Charged Annually, & Unlimited admin users per org.

Single

$50 /month

Valid for a SINGLE org.

This plan will work on the given single org for unlimited users. This plan is very popular among admins / developers working out of single Salesforce org.

Best suited for Salesforce Admins/Developers with Single Org to document.

Pro

$150 /month

Valid for upto FIVE orgs.

These five orgs could be any unrelated five sandbox, dev or production orgs. This plan gives total flexiblity to document and use app tooling across many orgs.

Best suited for small consulting partners and Salesforce admins.

1 Prod : N Sandboxes

$250 /month

Install our app any 1 production org, and use it across any number of sandboxes attached / spinned out of the same production org.

Best suited for Salesforce admin who are responsive for well being and good health of an enterprise, i.e. its production and all sandboxes.

Unlimited

$500 /month

License is portable between org. Apply license in client's org when project is done then revoke the access from org and apply it in other org.

Best suited for large consulting partners.

Simple Licensing Terms

All paid plans are for "Unlimited Salesforce Users in an Org"
Org once attached to a paid plan can't be changed for the period of annual subscription i.e. a single org license is not portable to other orgs, it will be locked to that given org's ID.
Note: it is not applicable for sandbox if license is 1 PROD : N SANDBOXES or Unlimited
All paid plans offer unlimited report downloads.
This org could be any of Sandbox, Dev, or Production Type.
Any of free or paid license is not limited by number of users. Only chargable unit is Org, any number of users in that org can use the app.