Data Dictionary

Prerequisites

Salesforce org must be connected via Opsera Tool Registry.

Generate

1

Navigate to Salesforce → Insights → Data Dictionary

2

Select Salesforce org from dropdown — verify connection indicator

3

Select one or more objects (standard, custom, or metadata)

4

Click Generate Data Dictionary

CSV output fields per object

The exported CSV is fully editable — annotate with field usage notes, compliance requirements, or business context and reuse as a living reference document.

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