Documents Salesforce metadata, analyzes dependencies and logs, and monitors org configuration in Salesforce Platform.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYAdmin and developer tools
UPDATED ON MARKETPLACE
Config Workbook — screenshot from the Salesforce AppExchange listing

What it does

Config Workbook exports Salesforce security, access, schema, and model details to structured Excel workbooks. It generates entity-relationship diagrams and traces references across fields, classes, and Flows. The add-in analyzes debug logs and converts Salesforce Event Monitoring data into process maps. It also monitors users, profiles, identity settings, Auth Providers, code coverage, deployments, and system stability.

Key capabilities

from the Salesforce AppExchange listing

Configuration Workbooks

Exports profiles, permission sets, field-level security, object permissions, objects, fields, picklists, page layouts, and record types to Excel workbooks.

Entity-Relationship Diagrams

Generates diagrams covering standard and custom Salesforce objects.

Dependency Analysis

Traces references across fields, classes, and Flows.

Debug Log Analysis

Identifies performance bottlenecks, silent errors, and governor limit risks in debug logs.

Event Process Maps

Converts Salesforce Event Monitoring data into visual process maps.

Org Monitoring

Tracks active users, assigned profiles, identity settings, Auth Providers, code coverage, recent deployments, and system stability.

Use cases

  • Prepare documentation for a major Salesforce release.
  • Trace dependencies while refactoring legacy automation.

Who it's for

Salesforce admins, architects, and developers.

How it compares

Config Workbook covers metadata documentation, schema diagrams, dependency tracing, log analysis, event process maps, and org monitoring. Permissions Xplorer focuses on auditing, comparing, and migrating user permissions, profiles, and permission sets. The Security & Access Manager Suite focuses on access, permissions, data governance, and report cleanup, while Intelligent Assistant adds AI-guided investigation, documentation, quality analysis, and remediation for metadata and related areas.

NamePricingDeploymentUpdated
Config Workbookthis pluginPaidCloud
Permissions XplorerFreeCloud
The Security & Access Manager SuitePaidCloud
Intelligent Assistant - Total Org Intelligence for AdminsPaidCloudNot published

In the catalog

464 plugins in Salesforce Platform · Admin and developer tools

Price distribution: 274 free, 25 freemium, 165 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
CWB Software Tools India Private Limited
Updated on marketplace
Facts verified