Tuesday, February 13, 2018

Salesforce Config Workbook

If you need more than just export Salesforce fields to Excel, such as Field Level Security, Page Layout, Profile, Flow, Field usage and many many more features that help admin life easier - Config Workbook by ConfigWorkbook would be your choice.

Once installed, you will be presented with a dashboard showing metadata breakup, code breakup, user login, and much more at a glance.

Then, you will also find a bunch of metadata reports defined, from object, profile, flow, user, permission set, layout and so on.

You can try this tool for free for up to 8 reports, get it from AppExchange.

Sample page layout report for Lead object

Type: Managed Package; AppExchange

Paid/Free: free for up to 8 reports

Publisher: ConfigWorkbook

Installation: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000q4evEAA

Version: 2.99

Blog last updated: 13 February 2018

Saturday, February 10, 2018

Field Dumper: Easily export your Salesforce fields to Excel

Salesforce allowed us to view all fields from an object in a glance, including Field Label, Field Name (API Name), Data Type, Controlling Field, and Indexed. However, sometimes we just need to extract it for different purposes:
- Documentation
- Audit
- To compare all formula
- To get help text for each field
- To export from many objects
- etc.

With Field Dumper, a free tool available in AppExchange, admin can easily export Salesforce Data Model to Excel. Produce an Excel document that lists out your data model - showing field level information for your Salesforce objects. Supports extract of multiple custom and standard objects to one workbook.

This tool works for both Classic and Lightning Experience UI.

The excel file produces may contain multiple tabs, one tab for one object, each tab will have following info:
- API Name
- Label
- Type
- Is Custom
- Is External ID
- Is Unique
- Is Formula
- Is Required
- Dependent Picklist
- Length
- Formula Text
- Help Text
- Picklist Values

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: POP

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJg2hUAD

Version: 1.2.0

Blog last updated: 10 February 2018

Friday, November 17, 2017

Show Password

Chrome definitely is the most famous web browser at this moment, and if you are a Salesforce admin, consultant, or developer like me, you probably have many Salesforce login credential. Chrome is smart and makes our life easier by cache the password, so we do not need to remember it or using 3rd party tool to store it. But somehow, we can't see the password directly in the browser, example if we need to login using Data Loader or Salesforce mobile app.

1. From Setting Menu
As Chrome setting menu is keep changing by the versions, rather than to memory which menu should I go, just search with "password" from the settings menu, go to Settings and type "password", it would filter just menu related to password, then select "Manage passwords".

This will list down all username and the password (in masked) stored in Chrome, click Show password (eye icon) to see the password, Chrome will ask your Google password for security.

2. ShowPassword Chrome extension
As you may aware that Chrome has so many extension develop by people around the world, and most of them are free. There is an extension called ShowPassword built for the purpose to reveal the masked password in Google Chrome.

When this extension added to your Chrome, by default, you just need to hover your mouse over the masked password text for 0.5 seconds to reveal the password, or you also can change the way to reveal the masked password.

Type: Google Chrome extension

Paid/Free: Free

Publisher: a1618@love.com

Video: https://www.youtube.com/watch?v=71vyCtuFn-I

Installation: https://chrome.google.com/webstore/detail/showpassword/bbiclfnbhommljbjcoelobnnnibemabl?hl=en

Version: 1.1.5

Blog last updated: 17 Nov 2017

Monday, September 11, 2017

Approval Process Reminders

The main reason for approval processes to get stuck is because users forget they need to approve them. This app gives your users a daily summary email of any pending approval processes assigned to them.

Easiest possible way to get started and automatically emails all users blocking approval processes
- Emails include links to the records to approve with oldest approvals first
- Supported in Lightning & Classic
- Daily reminder emails for pending approvals

This app is pretty simple to configure, once installed, you just need to enable the scheduler from "Approval Process Reminders" tab, you also can run it manually for testing by click "Run Batch Now" button.

All the users that need to approve/reject pending approvals will get one email daily, with links to the object page, and it also show days it has been stuck, sample email as below:

User need to looks for Approval History to approve or reject

Limitation: we can't configure the email template, including signature by the publisher "Sent from CloudAnswers Approval Process Reminders", also we can't easily configure the schedule time.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: CloudAnswers

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4caiEAB

Version: 1.5.0

Blog last updated: 11 September  2017

Signature Capture for Salesforce Lightning

When you are migrated to Lightning, you know that you can add components into the Lightning page. At this moment (Spring '17 release), Salesforce provides less than 20 Standard components, such as: Chatter, Path, Report Chart, and etc. But you can add components by writing custom Lightning Component or install from AppExchange.

Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment a Salesforce file
    - Capture customer sign off at the point of task completion
    - Record the signature against any object that supports attachments or files
    - Pure HTML5 - no additional libraries or browser add ons

Type: Managed Package; AppExchange, Lightning Component

Paid/Free: free

Publisher: BrightGen Ltd

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5XOEAY

Version: 1.18

Blog last updated: 10 September 2017

Sunday, August 27, 2017

FOLDERIZE - provide alternative Folder Structure for Salesforce

Salesforce introduces sub folder in Library since Summer '17 release, but you can only add the subfolder from Lightning Experience, also you cannot see all folders and subfolders in a glance, you have to open each folder to see the subfolders underneath.

While in earlier Summer '15 release, we can use Salesforce Sync desktop agent, create folders and subfolders created in the desktop, and it will sync to Salesforce as folders too, this works for both Classic and Lightning. But same as the folder in Library, you need to click each folder to see subfolders underneath.

This screenshot was taken from Classic.

Folderize provides the ability to create folder hierarchies of unlimited levels, drag files or add library documents to the folders. It provides a view of all folders and sub folders in a glance, and work in both Classic and Lightning. You can add documents to Folderize from both library and files.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: ShareMethods

Version: 4.04

Blog last updated: 27 August 2017