# Octopus Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Octopus the right Document Generation solution for you? Explore 49 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/186074/Octopus/reviews --- Octopus 4.4 (49) [View alternatives](https://www.capterra.com/p/186074/Octopus/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Octopus Ease of use 4.5 Customer Service 4.0 ## Showing most helpful reviews Showing 1-25 of 49 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jon H. Director of Information Technology Non-Profit Organization Management Used the software for: 1-2 years ### "Useful tool with a great price (free)" May 7, 2019 4.0 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. 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. Review Source VR Verified Reviewer Documentation Manager Higher Education Used the software for: 1-2 years ### "Easy to use" May 7, 2019 5.0 I downloaded this in order to view components for technical documentation. 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. Review Source Joe D. IT Manager Legal Services Used the software for: 2+ years ### "not as exptected" April 26, 2022 3.0 not very satisfied from this tool. Pros the KPIs and the statistics of the team, surveys and performance of each team/member Cons missing alot of facilities that facilitate the job of the team members comparing to other tools Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Remedyforce](https://www.capterra.com/p/110648/BMC-Remedyforce-Service-Desk/)[ServiceNow](https://www.capterra.com/p/254088/ServiceNow/) Review Source Josh D. Salesforce Administrator Staffing and Recruiting Used the software for: 1-2 years ### "Quick Easy Setup and Gets me the Information I need" May 7, 2019 5.0 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. Review Source VR Verified Reviewer Adminstratro Information Services Used the software for: 1-2 years ### "Quick and painless data collector" May 10, 2019 4.0 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. 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. Review Source CH Cristi H. Salesforce Administrator Information Technology and Services Used the software for: 2+ years ### "A Super Useful Tool That Saves Me Tons of Time" May 7, 2019 5.0 I've been using Octopus for years and love it. 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. Review Source JY Johan Y. Consultant Information Technology and Services Used the software for: 2+ years ### "Get your Salesforce metadata easily" May 7, 2019 4.0 We are able to check if fields used in the system easily 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 Review Source MM Manny M. Tech lead - Sr Salesforce developer Alternative Medicine Used the software for: 2+ years ### "Octopus " May 7, 2019 5.0 Overall a very positive experience and I continue to use to this day. 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. Review Source VR Verified Reviewer Associate Director Financial Services Used the software for: 2+ years ### "Great free tool " August 12, 2019 5.0 Pros For a free product, it is a great way to easily access metadata and settings in salesforce Cons format is not visually appealing, and there is no ability to pull flows Review Source AWB Anthony W B. Senior Business Analyst Real Estate Used the software for: 2+ years ### "Make it part of your toolbox" May 10, 2019 5.0 If you are looking for a tool for data research, this is it. I've been using this tool for about 5+ years. 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. Review Source VB Valentine B. Administratrice et directrice de publication Publishing Used the software for: 1-2 years ### "Pratiques frauduleuses et mensonges !" April 15, 2025 1.0 On m'a vendu un service qui n'existe pas. Car ce n'est pas possible d'utiliser seulement le module de facturation. Et on m'a demandé de payer tout en ne me prévenant pas que je ne pourrais pas utiliser le service. Quand j'ai demandé la suspension de mon abonnement ou un remboursement, ça m'a été refusé. Pros J'ai utilisé le logiciel Octopus pour son module de facturation. On m'avait dit que je pouvais l'utiliser sans l'option module de comptabilité, et bien que mon comptable utilise un autre logiciel. Cons À la fin de l'année, je ne peux pas cloturer l'exercice et éditer les factures de la nouvelle année. Au bout de la première année, j'ai demandé comment faire et le sav a cloturé pour moi. Mais en janvier de la 3e année, j'ai reçu une facture me pressant de payer pour l'année entière ce que j'ai fait, en demandant qu'on me cloture à nouveau l'exercice. Or on m'a dit que c'était pas possible que seul un comptable utilisant octopus pouvait le faire ou que je devais payer 252euros en plus de l'abonnement annuel déjà réglé. Ce qui est une grosse pour notre toute petite asbl. Review Source KA Keegan A. Business Ops Non-Profit Organization Management Used the software for: 6-12 months ### "Good product though the ease of use could be better." May 7, 2019 4.0 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. 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. Reason for choosing Octopus We chose this product because it pulls more data than just the field data. Review Source WC Will C. Functional consultant Information Technology and Services Used the software for: 1-2 years ### "Honest review" May 7, 2019 5.0 Overall good experience 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 Review Source RM Razae M. CRM Manager Electrical/Electronic Manufacturing Used the software for: Less than 6 months ### "Custom field ease of use " May 17, 2019 4.0 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 Review Source TP Thomas P. Salesforce Admin Non-Profit Organization Management Used the software for: I used a free trial ### "Great product to quickly learn about instance" May 10, 2019 5.0 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 Review Source CS Cathy S. Director of Operations Computer Software Used the software for: I used a free trial ### "easy to use!" May 14, 2019 4.0 it helps me but sometimes is slow Pros simple, affordable, collaborative with salesforce Cons glitchy, sometimes slow and hard to maneuver Review Source US Uday S. Business Analyst Consumer Electronics Used the software for: I used a free trial ### "Octopus use" May 10, 2019 5.0 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 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 Review Source GS Gust S. Accountant Accounting Used the software for: 2+ years ### "Octopus, een absolute aanrader voor elk accountantskantoor" January 13, 2026 5.0 Ik werk met Octopus sinds 2020 en ben het met de jaren alleen maar meer en meer gaan appreciëren. Octopus evolueert mee met alle moderne technologieën en is zeer gebruiksvriendelijk, overzichtelijk, e.a. Ik durf Octopus met een gerust hart aan elke collega aanbevelen. Pros Een boekhoudpakket moet in de eerste plaats zijn : eenvoudig in gebruik, snel, en makkelijk aan te leren. Voor mij is Octopus het beste boekhoudprogramma op de markt (document koppeling, Peppol, de facturatie tool zijn allen top gebruiksvriendelijk) ! En een helpdesk die bereikbaar is zonder twee weken te moeten wachten. Cons De eerste indruk zou kunnen zijn dat het programma wat oubollig oogt, maar dat is eerlijk gezegd een fout beeld. Want de presentatie van de gevraagd gegevens zijn helder en duidelijk... bij elk pakket dat je kiest, is het anders en altijd wennen. Bij Octopus was ik heel snel aangepast. Switched from [Taxprep](https://www.capterra.com/p/185193/Taxprep/) Werd opgedoekt en verplichte migratie naar adsolute / te duur en te ingewikkeld Review Source TW Teri W. CEO Non-Profit Organization Management Used the software for: 2+ years ### "A Go-To Free App for Salesforce Documentation" May 9, 2019 4.0 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. Review Source VR Verified Reviewer Manager Hospitality Used the software for: 1-2 years ### "Useful, but needs to be updated" May 8, 2019 4.0 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. Review Source AW Amber W. Owner Computer Software Used the software for: 2+ years ### "Great Tool" May 7, 2019 5.0 I use it for documentation and is a great tool to review page layouts with clients/end users. 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. Review Source Amanda S. Salesforce Admin Financial Services Used the software for: 6-12 months ### "Great for Overall Review of SF Instance and Documentation" May 7, 2019 4.0 Cleaning up old processes set up that are no longer in use and documenting current and new processes. 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) Review Source VR Verified Reviewer Director of Operations Computer Software Used the software for: I used a free trial ### "Straightforward with no frills." May 17, 2019 4.0 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. Review Source VR Verified Reviewer CRM Systems Manager Human Resources Used the software for: 1-2 years ### "Octopus works!" May 14, 2019 5.0 I have been using Octopus for a couple of years. I presented on using Octopus at Dreamforce. The presentation was geared toward new users and to provide them apps I use to help me manage my org as a solo admin. Pros This is the best app out there that helps us maintain a "data dictionary". This works really well when you are trying to find out where fields are referenced in formulas or apex. Also helps keep you organized to make sure you are not creating duplicate fields. Cons The UI could have a bit of a visual update to match with Salesforce Lightning. Reason for choosing Octopus For the price (free) it was worth downloading and using. It has really helped us keep track of what metadata we have for our org. Review Source VR Verified Reviewer Solution Architect Information Technology and Services Used the software for: Less than 6 months ### "Octopus by Astrea Review" May 7, 2019 5.0 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. 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. Review Source Similar Products Featured