Data 360 Documenter

Capture your org configuration: export to CSV, generate the Data Workbook and visualize the data model, mappings and segments.

Data 360 Documenter captures and documents your Salesforce Data 360 (Data Cloud) org so you can browse, search and export its configuration without a single API call. It reads the data straight from the network responses your org already produces when it loads each page. It never writes to your org: it only reads. WHAT IT CAPTURES - DLO (Data Lake Objects): fields and field mappings, plus the object definition (name, label, creation type, category, status and linked Data Stream). - DSO (Data Streams): fields, connector type and formula fields, with the extracted formula. - DMO (Data Model Objects): fields, mappings, relationships and the mapped data streams / data lake objects. - CI (Calculated Insights): dimensions and measures (label, API name, role, data type) and the insight query. - IR (Identity Resolutions): ruleset details, match rules with every criterion, and reconciliation rules. - SEG (Segments): segment details (definition, segment-on DMO, publish type, status, member count, data space, dates) and the include / exclude criteria as readable conditions. TWO WAYS TO CAPTURE - Capture org: point it at an open Salesforce tab, choose what you want, and it crawls the whole org in background tabs. Configurable parallel tabs (1-8), progress log and cancel at any time. - Capture current tab: capture or refresh a single object without crawling the whole org. BROWSE AND ANALYSE - Sidebar grouped by org and object type, with search, multi-select, rename and delete. - Object detail with sortable field tables, copyable formulas and queries, and a filter by mapped / not mapped on DMOs. - Combined DLO + DSO view that merges both field tables into one. - Data model diagram: boxes coloured by category (Profile / Engagement / Other), crow's-foot cardinality lines, drag to arrange, zoom, object filter and PNG download. EXPORT - CSV per object or for a whole selection (fields, mappings, relationships, segment details and criteria). Uses ";" and UTF-8 with BOM so Excel opens them correctly. - Data Workbook: a single .xlsx per org with one sheet per kind (DSO-DLO, Data Mappings, Data Relationships, IR Match Rules, IR Reconciliation, Insights Fields, Insights Query, Segments), each with autofilter and a frozen header row. LANGUAGE - Interface in English and Spanish, following your browser language. - The capture works with the org in any language: data comes from the org's own network calls, and tabs are opened by their internal id, not by their label. PRIVACY - Everything is stored locally in your browser (chrome.storage.local). No external servers, no third parties, no accounts, no outbound calls with your data. - Host access is limited strictly to https://*.lightning.force.com/*. - It never touches your Salesforce credentials or session, and you can wipe everything with "Delete all data".