Penny's Admin Toolkit · Building in public

Answers about your Salesforce org in minutes. Nothing to install.

Drop in a metadata ZIP and see every Workflow Rule, Process Builder, Flow and Apex trigger per object, with risk flags and an effort estimate. The scan is free. Pay once only if you want the full migration plan.

Scan your automations, free See a sample report

Free scan reads files in your browser
PayPal checkout
14-day refund
No install, no org login

Sample Automation Inventory report: 37 Workflow Rules, 12 Process Builders, 24 Flows and 9 Apex triggers, a bar chart per object, four risk flags and a migration effort of about 46 hours. — Sample data, for illustration.

How it works

Three steps. No access to your org.

You retrieve the metadata. We read it. Nobody logs in to your org.

ExportRetrieve metadata with the sf CLI, Workbench or VS Code. Step-by-step guide.
Scan freeYour browser reads the ZIP. Nothing is uploaded for the free inventory.
Get the planBuy the $19 report only if it helps. Pay with PayPal or a card in PayPal's own checkout.

Toolkit and pricing

Pay once per report. No subscription.

All prices are one-time, in US dollars.

Automation Inventory

Live

Free scan

$19 one-time for the full migration report

Free scan: counts per object, risk flags, effort estimate
The $19 report adds:
Per-object consolidation plan
Flow build order
Deactivation checklist
Test plan
PDF + CSV

Scan your automations, free

Data Dictionary

Coming soon

$49 planned, one-time

Not on sale yet. You cannot pay for it until it exists.

Objects and fields
Record types
Validation rules
Who can see what
Built from the same metadata export

See how it will compare

Best value

Admin Toolkit bundle

Planned

$59 planned, one-time

When the Data Dictionary launches. $9 less than both reports bought separately.

Automation Inventory full report
Data Dictionary report
For one org

Not on sale yet.

Every paid report has a full refund within 14 days. Refund policy

Sample report

What's in the report

The free scan tells you what you have. The $19 report tells you what to build, in which order, and how to switch off the old automations safely.

Sample page of the full migration report: a consolidation plan for Account (4 legacy automations into 3 Flows), a Flow build order, a deactivation checklist and a test plan row. PDF and CSV badges. — Sample data, for illustration.

In the free scan Free

Inventory per objectWorkflow Rules, Process Builders, Flows and Apex triggers, counted for each object.
Risk flagsFor example, two Process Builders on one object, or legacy automation next to an Apex trigger.
Effort estimateApproximate hours to migrate and test. The formula is shown with the result.

Added in the full report $19

Consolidation plan per objectWhich before-save, after-save and scheduled-path Flows replace which automations.
Flow build orderThe order in which to build and deploy the new Flows.
Deactivation checklistSandbox, pending time-based actions, deploy window and rollback steps.
Test planTest cases with the expected result for each object.
PDF + CSVShare the PDF with your team. Use the CSV to track the work.

Compare

How it compares

Some options do more than we do, and the table shows where. Prices come from public pages, in USD.

Automation inventory and migration planning

Automation inventory and migration planning: green check means yes, yellow dash means partial, red cross means no
What matters	Automation Inventorythis site	KeelCadence	Freelance consultant	Elements.cloudCore	Metazoa Snapshot
Low cost for one org	YesFree scan · $19 report	Partial$149 workbook	Partial~$50–85/h	NoFrom $6,800/yr	PartialQuote only
No install, no org login	Yes	PartialUses your session	PartialUsually org access	NoConnected app	NoInstall needed
Metadata stays with you	YesScan stays in browser	PartialReads via session	PartialNeeds org access	NoSynced to vendor	PartialSee vendor
Whole-org view per object	Yes	Yes14-sheet workbook	Yes	Yes	Yes
Migration plan and Flow order	Yes$19 report	PartialHealth score	Yes	PartialAnalysis	PartialSee vendor
Does the migration for you	NoPlan only	NoReport only	YesHands-on	PartialAnalysis tools	YesRemediation
Ongoing monitoring	NoOne-time snapshot	NoOne-time	PartialIf retained	YesContinuous sync	Yes
No subscription	Yes	Yes	YesHourly	NoAnnual	NoAnnual license

Data dictionary

Data dictionary: green check means yes, yellow dash means partial, red cross means no
What matters	Data Dictionarythis site, coming soon	Field Dump ProP0P	Data Dictionary BuilderApplication Perfection	Elements.cloudCore	Metazoa Snapshot
Available today	NoComing soon	Yes	Yes	Yes	Yes
Low cost for one org	Yes$49 one-time (planned)	Partial$250/yr	No$1,500/user/yr	NoFrom $6,800/yr	PartialQuote only
No install	Yes	NoAppExchange app	NoAppExchange app	NoConnected app	NoInstall needed
Metadata stays with you	PartialPlanned: in browser	YesRuns in your org	YesRuns in your org	NoSynced to vendor	PartialSee vendor
Live, editable in Salesforce	NoSnapshot document	PartialRe-run any time	YesBulk-edit fields	PartialIn platform	PartialReports
No subscription	Yes	NoAnnual	NoAnnual	NoAnnual	NoAnnual license

Full comparison

How to

How to export your metadata

You need a ZIP of your retrieved metadata. Pick the tool you already use.

Get the package.xml

Copy the ready-made package.xml from the export guide.
Retrieve with the sf CLI

Run this command in a folder that contains the package.xml:
```
sf project retrieve start --manifest package.xml --target-metadata-dir out
```
Use the ZIP in the out folder. If you get a folder instead, compress it into a ZIP.
Or use Workbench or VS Code

Retrieve with the same package.xml in Workbench or in VS Code with the Salesforce Extensions. Then zip the result.
Drop the ZIP on the scanner

Open Automation Inventory and drop the ZIP. Your browser reads it.

Full export guide

FAQ

Questions admins ask

Is my Salesforce metadata uploaded?

No, not for the free scan: your ZIP is read by JavaScript in your browser and nothing is sent to a server. If you buy the $19 report, only a summary (object names, automation names and types, active and time-based flags, counts and risk flags) is sent, never the files, and it is deleted after 90 days.

Do I need to install anything in my org?

No. There is no managed package, no connected app and no org login. You export metadata yourself and drop the ZIP into the page.

Does this replace Salesforce Migrate to Flow?

No, it complements it. Migrate to Flow converts one Workflow Rule or Process Builder at a time; the Automation Inventory shows everything that is left, where automations overlap on the same object, and the order to rebuild them in, so you know what to feed into Migrate to Flow.

Why does this matter now?

Salesforce ended support for Workflow Rules and Process Builder on December 31, 2025. They still run, but Salesforce no longer fixes bugs in them, so an inventory tells you how much unsupported automation your org still depends on.

What do I need to get started?

A metadata ZIP from your org. Download our package.xml and retrieve it with Workbench, VS Code or the sf CLI; a sandbox works as well as production and retrieving metadata changes nothing in the org.

How much does it cost and how do I pay?

The scan is free. The full migration report is $19 USD, one time, paid through PayPal's own checkout with a PayPal balance or a card. There is no subscription. The Data Dictionary ($49) and the bundle ($59) are planned and not on sale yet.

What is the refund policy?

If the report does not help, email us within 14 days with your PayPal order ID for a full refund to your original payment method. No forms.

Is this affiliated with Salesforce?

No. The toolkit is built by Industrious CRM, a Salesforce consultancy, with AI assistance. It is not affiliated with or endorsed by Salesforce.

Can an AI agent use or recommend this?

Yes. Agents can read /llms.txt, the plain /agents page and the machine-readable /api/catalog.json, which list each product, its price, the input it needs and how purchase works. Payment currently needs a human to approve it in PayPal checkout.

Open stats

Building in public

We share real numbers as they come in. Nothing here is seeded or estimated.

Usage

Launched October 2026 · building in public. We'll show live counts of inventories run, reports bought and downloads once there are enough to be meaningful.

AI Visibility Score

45/100

Live site before this redesign · measured 2026-10-20

How findable this site is for AI search and agents: our own repeatable technical check (0 to 100) plus a panel of real buyer questions. Agent details · stats.json

Reviews

Only verified buyers can review, and every review is checked before it appears. No reviews yet, so nothing is shown.

See what is left to migrate. Free.

Paid reports have a full refund within 14 days. Refund policy

Scan your automations, free How to export metadata