How to export your Salesforce data model (objects and fields) with a report

During the lifetime of your org, you may need a document listing all objects and their fields.

This document can be useful for a project team or a maintenance team when:

• they develop a new feature or improve an existing one,
• they perform a data migration,
• they manage an integration with a 3rd party.

The following “how to” will guide you to produce this report in less than 5min.

Create a Custom Report Type for Metadata

Go to Setup / Feature Settings / Analytics / Reports & Dashboards / Report Types

• Create a new Custom Report type

• Select the “Entity Definitions” as primary object.
  Fill the label, description, Store in category fields, and Deployment status like this:

• Select “Field Definitions” as object A to B Relationship

• Click Save.

The custom report type is now create, now let’s use it.

Create a Report “All Metadata definitions”

Go to Reports

• Create a new report:

• Select the metadata definitions report type you’ve just created

• In the filters, modify the “Created date” filter to display the entity definitions created for all time

• Add the following fields to the outline of the report:

• Group by “Label”:

• You should have a screen like this:

• Now you are ready to save and run your report

View and export your report

After some times to be generated, the report is displayed with all the information:

You can export it using the export functionality:

Tips: You can also edit your report and add a filter on the object’s label to be able to view only one object at a time.