Connect and run the Automation Inventory.
Runs read-only checks through your active Salesforce browser session. Free on-screen summary first. The full $149 XLSX workbook is optional and yours to keep.
Step 1 · Save the bookmarklet
Save this bookmarklet once, then use it from Salesforce.
To connect: open Salesforce, stay on the Salesforce tab, and click this saved bookmarklet from your bookmarks bar.
Lightning users: if a page listing API versions opens, click the bookmarklet again from that tab. That second click completes the connection. Classic and Setup users connect on the first click.
Free on-screen summary · Full XLSX report: $149
How to add the bookmarklet
Sessions expire after about 2 hours. To reconnect, go back to Salesforce and click the bookmarklet again.
On a phone or tablet? Bookmarklets need a desktop browser. Save this page for your desktop, or view the sample workbook now.
Need help? Step-by-step instructions below| Summary item | Value |
|---|---|
| Automations catalogued | 38 |
| Active Flows | 10 |
| Legacy candidates flagged | 6 |
| Name-similarity candidate pairs | 1 |
| Automation health baseline | 52 / 100 |
Four steps, no install.
Save the bookmarklet once
Drag “Connect to Automation Inventory” into your browser’s bookmarks bar.
This creates a browser bookmark. Nothing is installed in Salesforce, and nothing is downloaded to your computer.
If your bookmarks bar is hidden, Windows: Ctrl+Shift+B · Mac: Cmd+Shift+B
Open Salesforce
Go to your Salesforce org in another browser tab.
You must already be logged into Salesforce before using the bookmarklet. Stay on the Salesforce tab before clicking.
Click the bookmarklet from Salesforce
While you are on a Salesforce page, click “Connect to Automation Inventory” from your bookmarks bar.
If you are on a Setup, Classic, or API page, KeelCadence may connect immediately. If you are on a Lightning page, Salesforce will usually open a new XML/API page. That is expected.
If the XML/API page opens, click it again
Stay on the XML/API page. Click the same “Connect to Automation Inventory” bookmarklet again from your bookmarks bar.
This second click completes the connection and sends you to the audit setup page.
Returning users
If you already saved the bookmarklet, you can start directly from Salesforce. You do not need to come back to this page first.
If your session expires, go back to Salesforce and click the saved bookmarklet again.
Free summary first. Pay once, keep the workbook.
After connecting from Salesforce, configure the diagnostic, run the read-only scan, and review your free on-screen summary before deciding whether to download the XLSX workbook.
Need a full walkthrough?
Need the full walkthrough? Watch the tutorial showing how to add the bookmarklet, connect from Salesforce, run the diagnostic, and review results.
14 review-ready sheets.
Fictitious, anonymized demo data. Download the full sample workbook below to review every tab before you pay.
| Type | Item 1 | Item 2 | Name similarity | Confidence |
|---|---|---|---|---|
| Flow | Opportunity_Update_Flow | Opp_Update_Flow | 90% | High |
| Apex Trigger | AccountTrigger | AccountTriggerHandler | 62% | Medium |
| Validation Rule | Opp_Amount_Check | Opp_Amount_Check2 | 96% | High |
| Flow | Case_Assign | Case_Assignment_New | 84% | High |
Preview the full workbook before you run your audit. This sample was generated from fictitious demo data, so you can review all 14 tabs, findings, and review actions before purchasing.
Free on-screen summary is always included. Paid XLSX report is your org’s actual metadata inventory, $149.
Your real report includes your org’s actual metadata inventory with detected-vs-included counts, collection status, object-mapping coverage, modernization review candidates, and name-similarity duplicate candidates.
What this diagnostic can access, and what your account needs.
What this audit can access
- No package install required
- No Connected App setup required
- No persistent Salesforce access token stored
- Read-only, does not modify automation or org settings
- No customer records, files, attachments, emails, or transactional data exported
- Session-based access expires with your Salesforce session
- Audit reports retained for 90 days and deletable on request
- Salesforce credentials are never transmitted to or stored by KeelCadence
KeelCadence reviews Salesforce metadata and aggregate configuration signals. The report catalogs available automation metadata. It does not export Salesforce business record content.
What your account needs
- API access enabled on your Salesforce org
- Works through your active browser session
- System Administrator profile recommended for full automation visibility
- Lower-permission users may receive partial results depending on profile access
System Administrators will see all automation org-wide. Users with limited profiles may see only what their access allows.
Manual connect (advanced)
If you have a Salesforce Session ID from an API client or your IT team, you can paste it directly. Note: Chrome 130+ masks the sid cookie in DevTools, making this method unreliable for most users. The bookmarklet is the recommended approach.
Run the audit free. Download the full report only if it’s useful.
Free on-screen summary · Full XLSX report: $149
Ready when your Salesforce tab is.
Save the Connect button, open your org, and click the bookmark from the Salesforce tab. The free summary runs in about a minute.
Back to the steps Learn more about this workbook at keelcadence.com