I was tasked with creating a Data Dictionary to document fields and objects in my Salesforce Org. The dictionary would be a reference point to all teams that would be used to rationalize the existing data model and propose new field additions for integrations and other internal projects. The point of this file is to expose it externally to other teams that don't necessarily work in Salesforce directly.
I was wondering if anyone has accomplished this and had any tools / resources that are optimal for:
- Extracting custom and standard Object and Field metadata to a CSV format (or other)
- Organizing the extracted metadata in a clean fashion?
I have found some tools on the appExchange:
- Helpful tools, creates a metadata custom object and a daily job to update the records with metadata info that we can configure, filter and export.
- Meaning to try, They do not have a client for MacOS, so will need a Windows machine or image.
…and various other tools.
Can anyone recommend a tool to use to efficiently accomplish this?
Best Answer
Disclosure: I'm part of the team that builds the tool and elevating an earlier comment as this answer per OPs request.
Realfire is a desktop tool that provides this capability along with many other features like objects explore, compare profiles, compare users, dataload, metadata deploy, field analysis etc.,
The feature Schema Describe, which takes one or more objects and generates either excel or Google sheet with details of those objects/fields/picklist value. Here is an example of that output.
It comes with no strings attached full evaluation for 60 days and has free version with limited capabilities you can revert to. Check it out at https://www.datasert.com/products/realfire