Salesforce documentation, done in minutes
Config Workbook reads your org's objects, fields, security, and code — then hands you an audit-ready Excel workbook. It's a 100% native Salesforce app, so your metadata never leaves your org.
Trusted by admins and consultants for 3+ years.
Across 74 countries and counting.
From 169 verified customer reviews.
100% native Salesforce app — nothing leaves your org.
Every report you'd otherwise build by hand
Config Workbook reads metadata straight from the Metadata API and formats it into workbooks your team can actually use — no copy-pasting between setup pages.
Fine-grained object metadata
For every standard and custom object, explore fields, picklists, formulas, validation rules, field sets, record types, business processes, and custom buttons/links — all in one workbook.
Download a sample reportField-level security, mapped
See exactly which profiles and permission sets can read or edit every field, across every object, in a single matrix — the report other tools don't build.
Apex, Triggers, and Visualforce, documented
Classes with code coverage, namespace, API version, and length. Triggers with DML events and object mapping. VF pages and components with last-modified history — ready for a technical design doc.
Download a sample reportLive dashboards, not just Excel exports
Beyond downloadable reports, Config Workbook ships live, in-app dashboards for the questions admins get asked every week.
Every admin change, tracked automatically
Audit Trail Explorer pulls your org's setup audit trail and scores every change High, Medium, or Low risk — filterable by profile, action, and category — so you know what to review first, not just what changed.
Your org's security posture, at a glance
The Org Security & Compliance Dashboard rolls up failed logins, admin-access users, publicly accessible objects, and high-risk changes into one view — instead of a dozen separate setup pages.
Know your limits before Salesforce enforces them
Org Limits tracks storage, API requests, permission sets, and platform event usage against your org's real ceilings — color-coded Healthy, Warning, and Critical so nothing sneaks up on you.
Three ways to actually see your org
Metadata is easier to trust when you can see it. Config Workbook turns dependencies, object relationships, and runtime behavior into interactive maps you can explore, rearrange, and export — no diagramming tool required.
Dependency Explorer
Pick any component — an Apex class, a Lightning bundle, a custom object — and instantly see everything it touches and everything that touches it. Config Workbook draws “Uses (Depends On)” and “Used By (Dependents)” as two colour-coded relationships, turning an impact analysis that used to mean clicking through Setup into a single, draggable diagram. Switch between Report, Diagram, and Tree View, expand nodes on demand, and export the whole graph to CSV before your next deployment.
Object ERD
Every lookup, master-detail, and reference relationship in your org, drawn automatically. Start from any object, choose how many levels deep to travel, exclude the system noise, and watch Config Workbook build a living entity-relationship diagram. Standard, custom, and system objects are colour-coded; parent references and child relationships use distinct line styles. Flip between horizontal and vertical layouts, go full screen, and add a node's relationships with a single click.
Process Map
Drop in an Apex Debug Log or an Event Log CSV and Config Workbook rebuilds the execution as a process map you can actually follow. Boxes are draggable, colours are data-driven, and Play traces the flow step by step. It strips thousands of framework and system calls to show your business logic only, surfaces entry points, hot spots, and the strongest call paths, then rolls governor limits — SOQL, DML, CPU, heap — into one summary. In beta, and already the fastest way to understand what a transaction really did.
A full toolkit, free with every install
Reports are the paid feature — everything else in Config Workbook is free the moment you install it.
Dashboard
Vital org usage stats — login behavior, login IP ranges, profile-wise logins, and metadata counts.
Org Comparator
Compare Apex, Triggers, Objects, and Visualforce across two orgs.
Profile Comparator
Compare every setting of one profile against another, in the same or a different org.
Metadata Update
Edit Validation Rules, Workflow Rules, Object Permissions, and Field-Level Security directly.
Mass Validation / Workflow Updates
Bulk enable, disable, or change validation and workflow rules to speed up migrations.
Impact Analysis
Trace field dependencies across Workflow Rules, Validation Rules, Approval Processes, Sharing Rules, Page Layouts, Formulas, Apex, and Visualforce.
Loved by admins, MVPs, and consultants
A mix of AppExchange reviews and direct feedback — unedited, from real Config Workbook customers.
“Config Workbook fills so many Salesforce voids. The ability to quickly analyze information around metadata, usage and other critical setup items has been invaluable. The price can't be beat and their customer service is responsive and quick. This is a must have for your Salesforce toolkit.”
“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.”
“There are so many great applications for CWB, too many to list. One very helpful and practical use: mass update field help/hover and description details. Support folks are super :) What you get for the price is so great!”
“This app exports metadata information into a nicely prepared Excel workbook. Saves a tremendous amount of time for establishing the current configuration baseline.”
“This tool is amazing and I use it for a lot of my everyday tasks. It really helps analyze metadata that would be very difficult to manually go in and check on — such as analyzing profiles and permission sets.”
“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.”
“The CWB tool has been absolutely great, and has become invaluable to me. It makes some admin tasks much easier and much more efficient. The devs are adding more functions and features on a regular basis. Highly recommend.”
“When I first became an admin I was given the task of documenting what profile could see what object. That took me two days. Now, in a matter of minutes, I have the information. What a time saver!”
“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. Keep up the great work!”
“This app allows you to get full insight into the configuration of your org. I highly recommend it for admins and consultants — it eliminates the risk of typos when documenting your Salesforce org.”
Featured in
AppExchange for Admins: Apps Every Admin Should Know
“Config Workbook was featured in a Dreamforce session on AppExchange apps every admin should know.”
Salesforce Admins' Favorite AppExchange Apps
“We use Config Workbook in conjunction with Field Trip to see what percentage of fields are being used. With one click, you can download a workbook on all of the data about an object. — Leyna Hoffer, Salesforce MVP”
App of the Week: Config Workbook
“You need a way to take all of the information you need and gather it in one place for review as quickly as possible. Check out Config Workbook. — Jared Baker”
Every feature is free. You only pay for report exports.
Explorer activates automatically on install with 8 trial reports. Paid plans are billed annually and cover unlimited admin users per org.
Explorer
Auto-activates on install. 8 trial report downloads to get started.
- Full dashboard access
- Org Comparator (beta)
- Profile Comparator
- Metadata Update (beta)
- Mass Validation/Workflow updates
- Impact Analysis
- 8 trial report downloads
Single
Unlimited users on one org.
- Valid for a single org
- Unlimited admin users
- Unlimited report downloads
- Best for a single-org admin or developer
Pro
Up to five unrelated orgs — sandbox, dev, or production.
- Valid for up to 5 orgs
- Mix sandbox, dev, and production
- Unlimited admin users per org
- Best for small consulting partners
1 Prod : N Sandboxes
One production org and unlimited sandboxes spun from it.
- 1 production org
- Unlimited attached sandboxes
- Unlimited admin users per org
- Best for teams owning full release cycles
Unlimited
Portable license across client orgs.
- License portable between orgs
- Apply, then revoke and reapply elsewhere
- Unlimited admin users per org
- Best for large consulting partners
Every capability, side by side
The free Explorer plan unlocks every module — paid plans lift the export and org-scope limits.
| Feature / Capability | ExplorerFree$0 | Single1 Org$50/mo | PopularPro5 Orgs$150/mo | 1 Prod : N SbxProd + Sandboxes$250/mo | UnlimitedPortable$500/mo |
|---|---|---|---|---|---|
| Plan scope | |||||
| Report Downloads | Max 20 | Unlimited | Unlimited | Unlimited | Unlimited |
| Org Scope & Environment | 1 Org | 1 Specific Org | 5 Specific Orgs | 1 Prod + N Sbx | 10 Concurrent |
| License PortabilityReassign / Detach | No | No | No | No | Yes |
| Modules & Explorers | |||||
| Org Summary | Enabled | Full access | Full access | Full access | Full access |
| Access Explorer | No export | Full access | Full access | Full access | Full access |
| Component Dependency | 2 levelsNo export | Full access | Full access | Full access | Full access |
| Object ERD | 2 levelsNo export | Full access | Full access | Full access | Full access |
| Apex Code Analysis | No export | Full access | Full access | Full access | Full access |
| User Role Hierarchy | No export | Full access | Full access | Full access | Full access |
| Metadata Dictionary | No export | Full access | Full access | Full access | Full access |
| Event / Debug Log Process Map | Not available | Full access | Full access | Full access | Full access |
| Object Records Analysis | No export | Full access | Full access | Full access | Full access |
| Org Security & Compliance | Enabled | Full access | Full access | Full access | Full access |
| Org Limits | Enabled | Full access | Full access | Full access | Full access |
| Audit Trail | No export | Full access | Full access | Full access | Full access |
| Impact Analysis | No export | Full access | Full access | Full access | Full access |
Simple licensing terms
- •All paid plans are for "unlimited Salesforce users in an org."
- •A single-org license is locked to that org's ID for the annual subscription — not portable (except 1 Prod:N Sandboxes and Unlimited plans).
- •All paid plans include unlimited report downloads.
- •Orgs can be Sandbox, Dev, or Production type.
- •Pricing is per org, not per user — any number of users in a licensed org can use the app.
Specialists in legacy-org to Salesforce merges
Consolidating a legacy Salesforce org into a target org is one of the hardest projects an admin team can face — overlapping metadata, duplicate records, conflicting automation, and years of accumulated technical debt, all with production data on the line. It's the work we do every day. We've delivered a long track record of successful org-to-org merges across industries — and beyond consolidations, we're hands-on Salesforce developers who build and implement Sales Cloud and Service Cloud. Custom Apex, Lightning Web Components, and integrations that take the platform far past point-and-click. Every engagement carries the same total visibility that Config Workbook gives you.
Sales Cloud
Custom-built to match how you sell
We develop Sales Cloud around your process, not the other way around — extending the standard lead-to-cash flow with the custom logic your team needs. From Apex-driven automation to bespoke Lightning components and integrations, we build what point-and-click can't.
- Apex triggers, batch & async automation
- Lightning Web Components & custom UI
- CPQ & quote-to-cash development
- REST/SOAP integrations with ERP & billing
Service Cloud
Engineered for faster case resolution
We implement and extend Service Cloud with real engineering — routing logic, console tooling, and channel integrations coded to fit how your agents actually work. Every channel wired into one console, with the automation to keep SLAs on track.
- Omni-Channel routing & Apex case automation
- Custom console LWC & Quick Actions
- CTI, chat & telephony integrations
- Platform Events & external API integrations
How we run a merge, end to end
Discovery & org assessment
We baseline both orgs down to the last field, automation, profile, and dependency — using Config Workbook itself — so nothing is missed before a single record moves.
Metadata mapping & de-duplication
Every object, field, picklist, and record type from the legacy org is mapped to its target. Conflicts, duplicates, and gaps are flagged and resolved up front, not mid-cutover.
Data migration & merge
Records are cleansed, de-duplicated, and migrated with referential integrity intact — relationships, ownership, attachments, and history all preserved.
Automation consolidation
Overlapping flows, triggers, validation, and workflow rules are rationalised into one clean, maintainable automation layer on the target org.
Security & sharing redesign
Profiles, permission sets, roles, and sharing rules are reconciled into a single, coherent, least-privilege security model — audit-ready from day one.
Cutover & hypercare
A phased, low-risk cutover with a tested rollback plan, followed by post-merge validation and hands-on support until the merged org runs clean.
Planning a legacy-org merge?
Tell us about your orgs — we'll scope the merge and map the path forward.
Start exploring Config Workbook today
Free to install, free to explore. Only pay when you're ready to export full reports.