Salesforce Metadata Automation Analyzer

Turn manual Salesforce org setup steps into Metadata API automation suggestions — using AI.

Upload a CSV of manual steps → Get an interactive HTML report with:

• Can this be automated?
• Which metadata type?
• What API action?
• Clear reasoning
• Search, sort, export, copy prompts

Screenshot

Features

| Feature | Description | |--------|-----------| | LLM-Powered Analysis | Uses Ollama, OpenAI, Claude, Groq, or Grok | | Prompt-Only Mode | --just-prompt-only → Full HTML with all LLM prompts (no API calls) | | Interactive HTML Report | Search, sort, paginate, export CSV/JSON | | Dark Mode | --dark | | Copy Prompt to Clipboard | One-click copy from modal | | Batch Processing | With progress, retries, timeouts | | Auto-open in Browser | Report opens immediately |

Quick Start

1. Install

npm install -g sf-meta-cli

Run Prompt-Only Mode (No LLM)

sf-meta steps.csv --just-prompt-only -o prompts.html --dark

Opens interactive HTML with every LLM prompt — perfect for debugging or sharing.

Run Full Analysis

With Ollama (default, local)

sf-meta steps.csv -m llama3.2

With OpenAI

sf-meta steps.csv -p openai -k sk-... -m gpt-4o

With Groq

sf-meta steps.csv -p groq -k gsk-... -m llama3-70b-8192

CSV Format

Step,Description,Object,Action
Create Custom Field,Add a text field for notes,Account,Create
Update Page Layout,Add field to layout,Opportunity,Update
Set Up Validation Rule,Require reason on close,Opportunity,Create

All columns are preserved in the output.

Options

sf-meta <csv> [options]

  -m, --model <name>        LLM model (default: llama3.1)
  -p, --provider <name>     ollama|openai|claude|groq|grok (default: ollama)
  -k, --api-key <key>       API key (required for non-ollama)
  -u, --base-url <url>      Custom base URL
  -o, --output <file>       Output HTML file (default: report.html)
  --dark                    Enable dark mode
  --batch <size>            Batch size (default: 5)
  --timeout <ms>            Request timeout (default: 30000)
  --retry <count>           Retries on failure (default: 3)
  --just-prompt-only        Generate HTML with prompts only (no LLM)

Example: Prompt-Only Report

sf-meta steps.csv --just-prompt-only -o prompts.html

Result:

• Full table with all prompts
• Search: CustomField
• Click View → modal with full prompt
• Click Copy Prompt → ready for LLM playground

Roadmap

• [ ] Export to Markdown
• [ ] Save prompts as .txt files
• [ ] VS Code extension
• [ ] Docker image
• [ ] Web UI

License

MIT (c) Mohan Chinnappan

Made with by Salesforce architects tired of manual setup steps.

“If it’s in the UI, it’s probably in the Metadata API.” — This tool proves it.