Astrea IT Services

Octopus for Salesforce


4.5 / 5
46 reviews

Who Uses This Software?

Salesforce CRM users & Admins


Average Ratings

46 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Astrea IT Services
  • omotenashi-pms.com/
  • Founded 2010
  • India

About Octopus for Salesforce

Octopus allows you to document all the items in your Salesforce instance. Get information about apex classes, pages, workflows, triggers, objects and much more in a single place. You can also download it as a PDF/Word/Excel file for future reference.


Octopus for Salesforce Features

  • Batch Processing
  • Collaboration
  • Digital Signature
  • Interaction Tracking
  • Multiple Output Formats
  • Templates
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management

Octopus for Salesforce Reviews Recently Reviewed!


A Go-To Free App for Salesforce Documentation

May 09, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Octopus lets me see a good overview of a Salesforce instance in just a few clicks. We use this software on each client we work with. And with the no-strings-attached free pricing it is a huge help to Salesforce administrators and reminder of the generosity and community-minded spirit that you so often see in the world of Salesforce users.

Cons: I would love to be able to export the results easily to an excel file or generate unique links to this to make it easier to embed the results in a documentation file or wiki, but we have developed some workarounds that suit us fine.

Useful tool with a great price (free)

May 07, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Octopus made it easy for us to export information about almost our entire org in one shot and use as a basis for better documentation.

Cons: The only con, and this goes for every Salesforce documentation tool I've ever found, is there isn't support for Flows (Process Builder or Flow Designer). I think it would be a welcome feature by all users to export a flow diagram of their flows.

Overall: Like many others, I adopted an org with a lot of customization and no documentation. I then continued to customize and enhance our utilization without fully documenting all of it. Starting from scratch can be frustrating but having something export metadata details with a few clicks certainly helps facilitate moving in the right direction.

Useful, but needs to be updated

May 08, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: With the price point (free) and feature set, Octopus is a winner. This is the easiest way to get a detailed list of every aspect of your Salesforce instance. There are other ways to access this information individually or by using SOQL queries (like in Workbench) but no other solution I'm aware of that's this point and click easy.

Cons: The interface and output could use an update. The interface should follow the new lightning design language. And the output should/could be more configurable. It ends up looking a bit old style, and for that reason is harder to parse than it should be.

A Super Useful Tool That Saves Me Tons of Time

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love the ease of being able to easily export information about our salesforce or without having to go in and scrape it myself into excel. It's a huge time saver.

Cons: I wish excel was included in the export formats, though i can easily copy the tables myself using a browser extension.

Overall: I've been using Octopus for years and love it.

Get your Salesforce metadata easily

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: ability to download the result into Excel, Word and PDF

Even you downloaded the information as PDF or Word document, you still can click the Name link to open the real metadata in Salesforce.

Cons: It does not support page layout assignment

Overall: We are able to check if fields used in the system easily

Great Tool

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

1 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like using this to gain an understanding of the customizations made to an org.

Cons: Its generic and basic looking. There is some limit to downloading all custom and all standard - which requires document editing and can be time consuming.

Overall: I use it for documentation and is a great tool to review page layouts with clients/end users.

Octopus

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I loved how the entire metadata is available in pdf review. It helped me as a data integrations consultant.

Cons: Not allot to dislike. It's a great tool that helps me out when starting a new job.

Overall: Overall a very positive experience and I continue to use to this day.

Make it part of your toolbox

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Pulls the data tables succinctly and easy to use when looking at the data.

Cons: Nothing, it does what it's supposed to do.

Overall: If you are looking for a tool for data research, this is it. I've been using this tool for about 5+ years.

Easy to use

May 07, 2019
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: It's very easy to use and I like that you can link directly to the item in the Name column if you need additional information.

Cons: I would like the ability to SORT in the 'Details' report. I'm typically looking for items based on Date but can't sort the results, which means i need to copy and past the information into another program.

Overall: I downloaded this in order to view components for technical documentation.

Octopus by Astrea Review

May 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: - Helps create a very detailed documentation of Salesforce Org

- Detail of each selected entity i.e. objects, fields, validations, classes, Visualforce pages, customisations & what not!

- A link to each entity in the documentation e.g. click on the link & respective class, validation rule etc. will be opened directly!

Cons: - Sometimes if an Org is very heavy in terms of customisation then it takes too much time to get all the data. So I rerun Octopus by selecting lesser items.

Overall: I have to do org assess for a client. Their Salesforce org was 15 years old with lots of customisation. It was a tedious task to document everything. Octopus came in very handy in quickly creating a very detailed documentation that helped my assessment a lot. I got information about all salesforce entities including apex classes, pages, workflows, triggers, objects, fields, validation rules etc. in a single place without any effort. Highly recommended.

Game changer when producing documentation for clients

May 21, 2019
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: As a consultant, it's incredibly easy to set up customizations ad usual then click a couple of buttons and auto-document configurations and setup. Also great that it auto links back to record/setup in Salesforce

Cons: I wish there was more functionality with customizing the format/layout of the generated document (both in word and pdf)

Overall: Custom configuration documentation (custom objects, custom fields, workflows, process builder, reports, etc)

Saved me many hours of time and helped created system documentation.

May 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to install and easy to use. The output saved me so many hours when I had to document our system.

Cons: Would be great to output an ERD of object we select.

Overall: We have used Octopus to document two different Salesforce systems. It saved many many hours. We will continue to use it going forward!

Good overview of Salesforce

May 07, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to use, accurate, and quick to compile.

Cons: Formatting isn't pretty but export options are decent

Quick Easy Setup and Gets me the Information I need

May 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is an extremely easy way to let me know what is happening in my Salesforce instance without having to run multiple time-consuming reports or queries.

Cons: Works better in classic compared to lightning.

Quick and painless data collector

May 10, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I was able to get a quick view of what reports had been made by users but effectively abandoned. Showed me lots of clutter. Very useful in debugging APEX classes or other things that might be hidden or forgotten.

Cons: No complaints. simple enough to use--you might forget you installed it--which is ironic since I used it to find what was forgotten. Can't fix bad habits.

Overall: It's a useful tool to get a view into the back-end without having to click around forever. Reports can also be shared with internal stakeholders from the tool--this saves time and trouble trying to do it by oneself.

Straightforward with no frills.

May 17, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: It allows us to easily document our current system, choose the exact items we want to include and export to a workable format while allowing us to still make comments on what we are taking. The software is simple and easy to use with no frills, but it gets the job done and saves us time in the long run when working with clients.

Cons: The software is a little basic, and the design is a little lacking for those that want something with a more sophisticated look.

Awesome App

May 09, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of documenting the components, really saves a lot of efforts

Cons: Nothing to be precise. It's a wonderful product.

Documentation

May 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Quickly create configuration documentation

Cons: Data extract options are limited, report 'look' is not modifiable

Overall: Quick solution to document picklist values for customer

Very Usefule App Exchange App

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Quick and searchable access to loads of metadata

Easy to install

Easy to use

Onscreen and pdf output

Can copy output and paste into Excel

Cons: Access to some metadata takes additional setup

That additional setup needs more detailed instructions

Highly customized SF Orgs can take a LOOOOOONG time to run, even when selecting only one metadata type. Taking too long seems to "time out" and there is no notification the report will not be generated

Overall: As a platform app builder with some admin responsibilities too, I need quick and easy searchable metadata access. There are other apps that do this, but they either cost, or are clunky to install/use

Great free tool

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Helps with data governance and change management

Cons: Provides a very large PDF, would love a way to filter out the report

Octopus Review

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Allows me to easily document my clients SF org. Easily get info with one click. What a great product!

Cons: The Octopus for Salesforce software has no cons.

Overall: Really great free tool.

Great for Overall Review of SF Instance and Documentation

May 07, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: The ability to export fields, workflows and other automation rules really helps evaluate everything set up in your instance. Coming into an org after another admin had already set up Salesforce really helped me get a sense of what the previous admin had set up and help document current state and new automation and setup as we build.

Cons: I wish the export was easier to manipulate once exported (maybe excel would be helpful)

Overall: Cleaning up old processes set up that are no longer in use and documenting current and new processes.

Octopus is a valuable tool for any Administrator

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Octopus is very intuitive to use. Documenting an instance is critical to understanding and supporting your users. Octopus is perfect for this.

Cons: Nothing really to complain about. Maybe a bit dated in the interface.

Overall: Documenting an instance is time consuming. Octopus frees you up to perform other important tasks.

Documentation Guru for salesforce

May 11, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Provide all documentation like objects, Classes, permissions, Record type, Triggers. It provide documentation of all most all type whihc is required by a developer

Cons: Linking between documentation can be better

Overall: I liked it and used for many instance where cutomer ask for documentation on technical aspects

Octopus for Salesforce

May 17, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to document whole salesforce instance information

Cons: If it support additional components then it will be helpful.

Know Schema

May 08, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Good that, its easy to know all Apex classes, schema in a document of all items.

Provides an option to select required schema and not all of them everytime.

Cons: Would love if custom object schema is provided in Excel.

Overall: Love overall for the option to select user specified schema.

Good product though the ease of use could be better.

May 07, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I love how this allows you to pull workflows, trigger, and apex class information. Many other apps that are similar to Octopus only pull fields.

Cons: The outputted document could be better. It is hard to filter for the data you actually want to see so you have to search for it.

Overall: We wanted to pull data on all our triggers and workflows without having to go in a manually get it. This made it easy to do and saved us a lot of time.

It's an Awesome

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: User experience is the best. Getting the expected results is a simple job now with this application. It simplified our work, rather life

Cons: I hope it will be also available to other platforms

Overall: We cut down lot of hours by using this application

Honest review

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: - Some clients love system documentation and this really does give everything they want

Cons: - The layout when generating the documentation is old, would be good to have the option to select from some themes

Overall: Overall good experience

An indispensable tool for a Salesforce Administrator

May 11, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This tool is critical for backups, documentation, and appropriate change management. It provides one with a 5000ft view of the Salesforce design that can be reviewed prior to deploying changes for caution.

Cons: It's rather simple in features but that's not necessarily a bad thing - it accomplishes my goals.

Overall: Octupus offers additional operational maturity for a small business without extensive overhead.

Great product to quickly learn about instance

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to install and start using right away

Cons: The descriptions on fields were shifted in the outputted report but it was still very helpful

Generally nice to use

May 14, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Nice user experience

Easy to navigate through pages

Cons: Hard to reason about

Not used with SalesFoces: steep learning curve

Overall: Satisfying

Complex, yet efficient

May 07, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Covers all the Data sources on the platform

Cons: not very user-friendly. It could use some robust toturial as well as documentation.

easy to use!

May 14, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: simple, affordable, collaborative with salesforce

Cons: glitchy, sometimes slow and hard to maneuver

Overall: it helps me but sometimes is slow

Octopus by Astrea Review

May 10, 2019
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: I liked the reports and the format everything came out to read and follow along for users

Cons: I didn't like how we had to go to an outside site and there wasn't enough documentation or speed of contact to stick with the app.

Overall: It showed great promise a year ago and if there have been additions it will be a solid app for people.

Octopus Review

May 08, 2019
3/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: 1- Easy to Use

2- Easy to configure

3- Download as a pdf, doc

4- Can see many objects, apex class and other information only on one page

Cons: 1- Does not work for lightning component

Overall: Octopus is a small but overall a good app.

I have used this app mainly when I have to create a technical doc which contains information regarding all the classes, objects, Automation process, etc(Used in a project)

A great way to get to know your Salesforce instance!

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use! Makes documenting your org much easier.

Cons: I really cannot thing of any negatives.

Overall: Great product! I've used it in many instances and love how there are various options for the output and there's the ability to save it for historical reference.

Custom field ease of use

May 17, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Easy to install and the descriptions and data type of fields on custom objects is very helpful

Cons: Field description does not capture only the help text . The field description is what is used to explain to developers and it not end-user focused

Octopus for Breaking Games

May 07, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: We can figure out all the issues for any software impact for an older legacy system. We have a five-year-old Salesforce Ord, where multiple developers have modified without any documentation. This tool documents the system

Cons: The tools need an interactive with a search meta type of UI

Overall: We are bringing Admins, Developers, and Architects up to speed very quickly.

Awesome Product

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use, download capability is great.

Cons: Would like to be able to download reports as a PDF

Overall: When analyzing a system, this tool is essential to understand all components of the system.

Org Snapshot - Great Product

May 07, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It was very easy to use to get a snapshot of our overall org in order to document all the custom processes that had been built out.

Cons: My use case was pretty simple, I didn't really have any issues.

Great Product

May 10, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: This is very helpful tool to pull a report on Salesforce customization in our org. It is just one click button to get neat and clean data where Salesforce was not able to provide these features, luckily found this product.

Happy customer!

Cons: So far it is capturing all my requirements. No cons.

Great Tool When You Inherit an Org

May 17, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Super easy to implement from the AppExchange

Analyzes your org in minutes

Options to view online or download as PDF, word or Excel

Hyperlinks to pages and processes

Cons: would have loved additional field data: i.e. where it it used (what page layouts or record types) and how often is it used (Number of records and % completion)

Overall: I joined a new company and took responsibility for a 3-year old instance with zero documentation. Octopus made the scavenger hunt much easier and I reference this document often.

Octopus use

May 10, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: I got what I want - Easily able to find the Apex class used in a certain area

Cons: Easy to use - able to extract the results what I want to find

Overall: We had a gap where we did not have a developer on board and as a Administrator was able to identify the custom class used for an object easily

It is easy to use

May 14, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: you will get most of the information but not all of it.

Cons: you will get most of the information but not all of it.

Overall: Octopus good to document what it has implemented in Salesforce, so far.

A bit rudimentary but gets the job done

May 07, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to install and runs fairly quickly. Does allow me to get a quick read on all objects and their fields (primarily used to do current state analysis on Salesforce Classic to Lightning migrations).

Cons: Can only run reports on one object at a time; can't get a full report of all objects/fields in one pass.

Overall: Has been useful for mapping out current state Salesforce orgs.