Friday, January 20, 2017

Salesforce inspector

Salesforce inspector is another real productivity tool for salesforce admin, to complement the Salesforce DevTools extension.

Productivity tools for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI. Extension to add a metadata layout on top of the standard Salesforce UI to improve the productivity and joy of Salesforce configuration, development, and integration work.

What do you get after this extension is installed on your Chrome? A side menu with the arrow icon at the right side of the Salesforce screen.

1. Objects tab
Open the Salesforce inspector arrow will open a quick access menu, by default it will show the Objects tab. If you are opening a record, the record will be automatically pulled, otherwise, you can search it manually:
  • Record Id
  • Id prefix (3 characters) or Object name

This is the Home page, that's why no record display.

Open the panel from an Opportunity record

Click the object name (such as Opportunity in the above screenshot) will open the setup menu in Fields & Relationships for that object.

2. Show all data
This is related to (1) if this is related to an object, click the "Show all data" button will open the window (overwrite Salesforce page) with default column: Field API Name, Label, and Type. If this is related to a record, in addition to the columns in (1), Value will be added here by default.

You can easily find a label or value from this table from the search box.

This screen offers more functions than just search:
  • Edit, click the Edit button at the top to edit all fields; or double click a cell under Value on a certain row to edit a field.
  • Delete, click the Delete button at the top, the system will prompt you for confirmation to delete.
  • Clone
  • Export, this will open the Export query window, where the Id automatically added as the criteria
  • View record in Salesforce
  • Edit Page Layout, open the page layout used by the record opened
  • Object setup (Lightning), this will open the setup menu in Fields & Relationships for that object.
The above features will only show based on the record/object and user access.

If you see at the further right, there is an arrow next to each row (field), click the arrow and select Field setup (Lightning), this will directly open the field detail in the setup menu.

3. Users tab
This is a fast shortcut when you need to check a user detail or to log in as that user (assume you have the permission).

4. Data Export
This will open a SOQL query window, it supports auto-completion as you type and relationship query with the parent object. It also records your query history and saved queries, so you can re-use your previous syntax.

Hit the Export button to see the result, type in the filter box to filter the result further, then you can copy the result to Excel, CSV, and JSON

5. Data Import
It supports Insert, Update, Upsert, and Delete, then select the object, format, and paste the file to be imported. The system will try to match the mapping, but you can manually re-map it.

6. Org Limits
You can check the limits consumed for many items, but this does not include limits in an object or automation tools.

7. Download metadata
You can select what type of metadata to be download, I am not advised to Select all, because it will take a lot of time, so just select metadata items that you would like to download, such as report type.

Once completed, simply download the zip file and extract it.

8. Setup Home
Click this menu, simply to open the Setup menu, and that's all.

Type: Google Chrome extension

Paid/Free: Free

PublisherSøren Krabbe


Version: 1.12

Blog last updated: 9 Jan 2022

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