Help Center

Help Center

Quick Access to our Manuals and White Pages:

Code Robot for Developers includes all you might want to know about Code Robot incl. code examples

Code Robot for Enterprise Architects with a brief overview of Apex coding, why Code Robot makes a difference, security and privacy aspects

Code Robot for Managers for information about pricing, the purchase process, support, privacy and security

Quick Fact Sheet for fast readers on one page


Want to see how to Code Robot works? Check out our video (8:30 minutes).

Using Code Robot


The Project page is the Code Robot landing page and gives you access to new projects and to open existing projects.

Adding one or multiple records (via List Views)

Click the “Add Records via List Views” tab and select from the list of objects with list view controller support. Once an object is selected, a drop down containing all of the configured list views for the object will appear, along with a table of records associated with the respective view. Select the desired records using the checkboxes and click “Add Records” below the table to add them to the project. Repeat the process until all desired records are included. Select [Change] to switch between objects.

How to add a single record

In addition to adding records via list views, individual records can be added to projects by Record ID (this is either a 15 or 18 character Record ID). Simply copy and paste the ID into the input field under the “Add Single Record” tab and click “Add Record”.  

Related Records

Include related records by selected related objects from the drop down and then select all or check individual boxes to include the desired records. Repeat process until all desired records are included. Select [Change] to switch between objects. The “lookup records” table is a list of records that are directly referenced via lookup fields on the currently selected record. The “related objects” table displays all child relationships by object type. Similar to the list view section, the records in the related objects table can be displayed using a configured list view.

Code Generation Options

Click the Options button to change the settings that influence the automatic code generation. Defaults can be set on the Code Robot Project tab and changed individually on the project level.

Code Generation Options - Automatic Record Creation

This setting determines how direct look up records are handled when adding new records to the project. Setting this to “All creatable lookup records” evaluates all direct lookups for every record added to the project, and automatically adds the referenced record to the project if it is creatable by the user. Setting this to “No automatic record creation” will ignore all referenced lookup values and add just the selected records to the project.

Code Generation Options - Generate Test Class Header

This setting generates the test class header including: @isTest annotation and the class declaration. Setting to “Yes” includes the header, and “No” excludes the header. Including the header allows the generated code to be copied and pasted directly in a new Apex class through the front end, while excluding the header allows for the code to be copied and pasted into an existing test class without any modifications.

Code Robot Generation Options - Reference Utility Class

Code Robot can be either a self contained class, or reference a static utility class to make generated test classes more efficient.  Using the utility class removes redundant code and you can copy and paste individual record creation methods into your own code without any modification.

Code Generation Options - Include Null Fields

This setting determines whether or not to generate code for null field values for records during the automatic code generation process. “Yes” to include null values, otherwise “No”.

Code Generation Options - User Match Priority

The code generation process automatically detects lookup fields for records that reference user records. This setting determines which order the user reference is resolved in the code that is generated.

  • Exact Match: Find the exact user referenced in the lookup or relationship
  • By Profile: Find the user, or another user within the same profile
  • By Role: Find the user, or another user within the same role

Code Robot Generation Options - Namespace Prefix Exclusions

All objects, fields, and components included in the “CodeRobot” namespace are ignored by default. Additional namespace prefixes defined in this setting are used to ignore objects, fields, and other metadata components that are part of other namespaces configured in the ORG.

Technical Details


Code Robot is Lightning Ready.

Usage Statistics and Reporting

The number of test classes can be used as a measurement of the code quality both within your organization and for your personal coding style. Code Robot transmits the number of objects, relationships and fields every time a member of your team clicks “Generate Code” and transforms the data into reports for your personal and team feedback. This data will help you quantify how much your team utilizes Code Robot, demonstrating the value it provides to your organization. Usage Statistics can also help identify users that may not be taking full advantage of Code Robot and may need additional direction or training.

Field Types

Code Robot supports all Custom Field Types:

  • Formula
  • Autonumber
  • External Lookup
  • Checkbox
  • Master Detail
  • Currency
  • Date
  • Date/Time
  • Email
  • Geolocation
  • Picklist
  • Picklist-Multi Select
  • Number
  • Percent
  • Phone
  • Text
  • Text Area
  • Text Encrypted
  • Text Area Long
  • Text Area Rich
  • URL

Standard and Custom Objects

Code Robot supports the majority of  Standard and ALL Custom Objects. Supported Standard Objects:

Account (Including Person Accounts)
Badge Received
Campaign Member
Case Comment
Case Contact Role
Case Team Member
Chatter Invitation
Custom Objects
Group Member
Opportunity Product
Order Item
Order Product
Performance Cycle
Pricebook Entry
Reward Fund
Reward Fund Type
Work Order
Work Order Line Item
Work Rule

My Account

My Account

My Account

“My Account” is available to licensed users to access account, license and payment information and view the usage reports. See below for a walk-through of the Account creation process as well as the functionality on “My Account” section.

Welcome Email

Welcome Email

Welcome Email

Upon successful processing of your payment you will receive an email with the link to create your login. Your username is included in the email.

Welcome Email

Account Creation

Once you have browsed to the link you will be required to create a password.  It must be 8 characters long with 1 letter and 1 number. This password along with the username included in the original email will be how you login going forward.

Password Creation

Product and License Details

In the Product and License Details section are the license(s) you have purchased.  You will be able to edit the name and the SF Username for each license.  To change any of this information you need to select the Change Button in the upper righthand corner of the section (highlighted in green.)

Product and License Details 1

This will open up the name and the SF Username fields for editing.  This will allow you to change the username of for your licenses. Once you’re done editing the information simply click save.

Product and License Details 2

Billing Information

The Billing Information section has your billing address as well as payment details.

Billing Information 1

To change your billing contact, Company name, and contact information select the change button in the lower lefthand corner (highlighted in green).

Billing Information 2

This button opens up all of the fields for editing. Once you’re done updating the information simply click save.

Billing Information 3

The next button in the billing section is the Turn Off Automatic Renewal button. It is located in the upper righthand corner of the section (highlighted in green).

Billing Information 4

This button opens up the section where you can turn off your account as well as provide some information as to why. You can also request your usage statistics be cleared as well as term your account immediately. Once you’re done simply click the Turn Off Renewal or select the cancel button.

Billing Information 5

Finally in the lower righthand corner is the Update Credit Card Information (highlighted in green).

Billing Information 6

Once selected you can update the credit card that’s billed upon renewal. Simply enter in the updated credit card information in the section highlighted in green. Once you’re done simply click save.

Billing Information 7

Support Cases

In the bottom of the Your Account page is the Support Case section. Once you’ve selected the New Case Button you are presented with the Cases screen.  You will need to enter in the type, subject and details of the issue you need help with.

Support Cases 1

There are several different types to choose from.  They are General, Billing, License/Contract, and Technical Issue.

Support Cases 2

Once you’ve selected the type and entered in the subject and details you will be able to submit the support case.

Support Cases 3

After it’s been submitted you will see the new case and case number .

Support Cases 4

If you would like to add an attachment or view any comments or add additional comments select the case number.  Then you’ll be able to easily add a new comment or attach a file.

Support Cases 5

Usage Report

On the Usage Report Tab you are able to track how you or your company is getting the most out of Code Robot. You can see the user(s) in your account.  You can then measure the number of objects, fields, and relationships each user has generated in code. To ensure quality our key metric is the CRC or Code Robot Complexity Index.  The formula to calculate this number is (#of Relationships * 100) + (# of Objects *10) + # of Fields.  The bigger the number the more complex the test code is that is being generated. You can change the time frame of the report from 7 days to 30 day to 12 months to all time. The usage report is updated in real time. Create a project, generate the code and then check back here to see how your code rates!

Usage Report

Billing & Subscription

License Models

Code Robot offers two license models:

  1. The Enterprise version is designed for developers working within the same organization: one production environment and any number of sandboxes.
  2. The Consultant version is designed for developers working with more than one organization: any number of production and sandbox environments.

Billing & Payments

There are two subscription options:

  1. Monthly –  Pay month to month
  2. Yearly – Get two months free by choosing a yearly subscription.

Payment options:

  1. Monthly
    1. Pay monthly by Credit Card. Your account is active as soon as payment processes.
  2. Yearly
    1. Pay annually by Credit Card. Your account is active as soon as payment processes.
    2. Pay annually by check or wire transfer. Once payment is validated, your account will be activated. (See Quote and Invoice for more information on this process)


All prices in USD.

Enterprise   Consulting
# Users Month-to-month Yearly Month-to-month Yearly
1  $65.00  $650.00  $85.00  $850.00
2  $128.00  $1,280.00  $168.00  $1,680.00
3  $189.00  $1,890.00  $249.00  $2,490.00
4  $248.00  $2,480.00  $328.00  $3,280.00
5  $305.00  $3,050.00  $405.00  $4,050.00
6  $360.00  $3,600.00  $480.00  $4,800.00
7  $413.00  $4,130.00  $553.00  $5,530.00
8  $464.00  $4,640.00  $624.00  $6,240.00
9  $513.00  $5,130.00  $693.00  $6,930.00
10  $560.00  $5,600.00  $760.00  $7,600.00

Ordering Process

Code Robot’s secure store will guide you through four easy steps:

  1. Product Selection – Choose your license model (Enterprise or Consultant) and your subscription preference (monthly or yearly)
  2. Billing Information – Complete the required fields (name, address, etc) and payment method. Monthly: Enter Credit Card information Yearly: Either enter Credit Card information, or Create an Invoice to pay by check or wire transfer (see Quote and Invoice below for more information)
  3. Review – Review your order for accuracy. If paying by Credit Card, click the “Purchase Now” button that appears on this page. If paying by invoice, click “Send Invoice Now” button that appears on this page.
  4. Confirmation – Last screen confirms that your order is complete

Quote and Invoice

Many larger organizations require that corporate purchases are made via a quote and invoice process. Code Robot helps make this process easier with a feature automatically generate a complete quote right from the secure store. To generate a quote:

  1. Product Selection – Choose your license model (Enterprise or Consultant) and your subscription preference (yearly)
  2. Billing Information – Complete the required fields (name, address, etc) and select “Create a Quote” on the bottom right of the page
  3. Review – Review your order for accuracy. Click “Send Quote Now” button that appears on this page.
  4. Confirmation – The confirmation screen confirms that the quote was sent to the email provided.

Once your organization reviews the quote and decides to purchase Code Robot, send an email to with the quote attached and the invoice process will be initiated. Invoices can also be generated through the secure store:

  1. Product Selection – Choose your license model (Enterprise or Consultant) and your subscription preference (yearly)
  2. Billing Information – Complete the required fields (name, address, etc) and select “Create an Invoice” on the bottom right of the page
  3. Review – Review your order for accuracy. Click “Send Invoice Now” button that appears on this page.
  4. Confirmation – The confirmation screen confirms that the invoice was sent to the email provided. The email will also include your contract and W9. Once payment is received, your account will be activated.

Invoices can be paid conveniently online via the secure store. On the Billing screen, simply include the PO Number printed on your invoice in the PO Number field when completing your order.

Privacy & Security

Privacy Commitment

Your privacy is important to us. We will not sell or share your personal data (contact information, email addresses, usernames) nor your usage information to any outside party. Your credit card and payment information is processed by a PCI compliant provider and will not be stored on Code Robot’s servers. All information collected during the Preview phase will be deleted and purged on 06/27/2017 at midnight PST.

What we store

Every time you click “Generate Code”, the app will transmit some of your UserInfo data to our server:

  • Your Salesforce username
  • Your Salesforce email address
  • Your ORG-ID

The information is used for our license control logic (see How Our Licensing Model Works) and will never be shared/sold etc (see Privacy Commitment). As part of our Code Robot Quality Initiative, we only store aggregate data; the total number of fields, objects, relationships, etc. We will never see code generated nor data pulled from your ORG, and we do not transfer any of your data to Code Robot servers. See Usage Statistics for more on how this information is used.

How and What We Send

Code Robot never alters your existing data in your environments: we read but never change data, except in the objects that are part of the package (CodeRobot namespace). Code Robot is a developer tool and not designed for end users with restricted data access. While it enforces your organization’s sharing rules (all our classes start with sharing), Code Robot deliberately ignores the field level security to give developers access to all fields (the normal behavior in Apex programming).

How Our Licensing Model Works

Code Robot makes your experience seamless across your environments. To do this, Code Robot verifies your Salesforce license information whenever you click on “Generate Code”. This simple actions means that you do not have to enter your license key every time you go between environments, or for consultants, when you switch between organizations. The following Salesforce information is sent securely to the Code Robot server:

  • Your Salesforce username
  • Your Salesforce email address
  • Your ORG-ID

Examples of how this works: Scenario 1: Developer within an enterprise

  • You work in dev1, dev2, UAT, and PROD
  • Your prod username is e.g., however, you have Salesforce usernames for all of the environments:,, etc.
  • You only need to enter your Salesforce username as, and Code Robot validates that your license is active when called from a Salesforce ORG equal to, or starting with,
  • No need to enter license key or somehow activate your license in the new environment: it will just work!

Scenario 2: Consultant for multiple enterprises

  • As a consultant, you use multiple ORGs across many enterprises, but the same email address.
  • Code Robot will match the email address stored in the Salesforce user account record against one of the stored email addresses

Email address stored in SF Name of License: Optional label for reporting purposes Email 1: Email 2:

Data Security

Code Robot has applicable administrative, electronic, and physical security oversight for the data we collect.

Access to Your Information

To request access or updates to any personal information associated with your account, please email your request to


If you have any questions regarding privacy or security, please email