All Octopus Reviews

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User Profile

Josh

Verified reviewer

Staffing and Recruiting, 51-200 employees

Used weekly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed May 2019

Quick Easy Setup and Gets me the Information I need

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.

User Profile

Jon

Verified reviewer

Non-Profit Organization Management, 11-50 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2019

Useful tool with a great price (free)

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.

User Profile

Joe

Verified reviewer

Legal Services, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed April 2022

not as exptected

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

Cristi

Verified reviewer

Information Technology and Services, 5,001-10,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

A Super Useful Tool That Saves Me Tons of Time

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.

Johan

Verified reviewer

Information Technology and Services, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed May 2019

Get your Salesforce metadata easily

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

Manny

Verified reviewer

Alternative Medicine, 201-500 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

Octopus

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.

Anthony W

Verified reviewer

Real Estate, 1,001-5,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2019

Make it part of your toolbox

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.

Anonymous

51-200 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed May 2019

Easy to use

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.

Anonymous

11-50 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2019

Quick and painless data collector

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.

Anonymous

11-50 employees

Used monthly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed August 2019

Great free tool

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

Teri

Non-Profit Organization Management, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2019

A Go-To Free App for Salesforce Documentation

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.

Anonymous

501-1,000 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2019

Useful, but needs to be updated

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.

Amber

Computer Software, 2-10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

1

FUNCTIONALITY

5

Reviewed May 2019

Great Tool

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.

Anonymous

51-200 employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

Octopus works!

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.

Anonymous

10,000+ employees

Used less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2019

Octopus by Astrea Review

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.

Deneen

Building Materials, 10,000+ employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed May 2019

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

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

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.

Anonymous

1,001-5,000 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed May 2019

Documentation

Quick solution to document picklist values for customer

PROS

Quickly create configuration documentation

CONS

Data extract options are limited, report ‘look’ is not modifiable

Mike

Information Services, 201-500 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2019

Very Usefule App Exchange App

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

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

Anonymous

1,001-5,000 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2019

Great free tool

PROS

Helps with data governance and change management

CONS

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

Amanda

Financial Services, 51-200 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed May 2019

Great for Overall Review of SF Instance and Documentation

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)

Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

Octopus Review

Really great free tool.

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.

Keegan

Non-Profit Organization Management, 51-200 employees

Used monthly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed May 2019

Good product though the ease of use could be better.

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.

Anonymous

51-200 employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

FUNCTIONALITY

3

Reviewed May 2019

Straightforward with no frills.

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.

Nupur

Information Technology and Services, 10,000+ employees

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2019

Awesome App

PROS

Ease of documenting the components, really saves a lot of efforts

CONS

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

Anonymous

10,000+ employees

Used monthly for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2019

Documentation Guru for salesforce

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

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

Showing 1 - 25 of 47 Reviews