tag:blogger.com,1999:blog-24337058915248302612024-03-06T08:19:11.000+08:00Simplysfdc AppUnknownnoreply@blogger.comBlogger70125tag:blogger.com,1999:blog-2433705891524830261.post-75812596519895514452022-08-12T06:50:00.007+08:002023-06-17T07:23:01.432+08:00Salesforce Grid RefresherSalesforce does not offer the capability to auto-refresh list views (without clicking the Refresh button on the list view or refreshing the browser), so come to vote for this idea exchange, 20,840 points as of 12 Aug 2022.The workaround is to add this Chrome extension called Salesforce Grid Refresher, it is a simple extension that does the job, which is the refresh all list views every Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-26343636572626732412022-08-11T22:45:00.003+08:002022-08-12T06:37:55.054+08:00Maven Tools for SalesforceAnother complete tool for Salesforce admin/developers. This extension is huge, if you are a Salesforce Inspector user, you will like this tool too. the Quick Access menuSome of the features:Search users from the Quick Access menu, including inactive users (Salesforce Inspector does not support searching inactive users)Continue from (1) - Login As, open user detail, open role, open profile, Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-72008495612362160312022-08-11T21:50:00.004+08:002022-08-11T21:55:49.612+08:00EasyCrudAssign your CRUD and FLS for Salesforce in Bulk from Single Screen. This extension allows Salesforce Admins/Developers to assign CRUD and FLS Permissions from a single screen. There are also features that provide the ability to export permissions in CSV and also generate a dashboard for the permissions.This is a must-have Chrome extension, for setup and troubleshooting issues related to Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-15884975479943499922022-01-05T20:09:00.004+08:002022-05-27T09:24:25.058+08:00Salesforce DevToolsSalesforce DevTools – a powerful Chrome extension for Saleforce.com developers. Although it mentions that the tool is for developers, but Salesforce admin and power users can make use of this tool too for daily productivity.As per the document here, features from this tool:Quickly access to new record page, list page, and object setting page.Exporting Objects Fields, Page Layout, List View Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-67217406396897899792021-12-29T21:43:00.001+08:002021-12-29T21:43:12.201+08:00Salesforce Sandbox VersionShows your salesforce sandbox version next to your sandbox host, this is very useful when a preview release is available in the sandbox instances.Tired of having to manually look at what version your sandboxes are? Well, let a computer do all that tedious work for you! This extension will load an icon and alt text next to your instance name so you can see if the sandbox is a spring/summer/Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-80304026395072189952021-09-07T15:39:00.008+08:002021-09-07T15:47:27.564+08:00Profile and Permission Set Helper (2)Almost 3 years ago, I blog about an app called Profile and Permission Set Helper from Salesforce Labs. This app helps you to convert existing Profiles permissions in your org to Permission Sets, when I wrote that blog, the app was still at version 1.5.Fast forward 3 years later, now the app is on version 2.28, in addition to helping you to convert from a profile to a permission set, it also Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-25519490219537695512020-05-30T17:10:00.003+08:002020-05-30T17:22:40.776+08:00CMTD Enhanced Related ListIn Summer 19 release, Salesforce introduces Enhanced Related Lists. Enhanced List offers more features compared to the older Basic List or Tile option.Enhanced Related Lists features:Set the number of records to display in the related listShow list view action barRefresh buttonWrap text in the columnResize and sort columnsMore than 4 fields on the related list (compare to the Basic List)TileBasicUnknownnoreply@blogger.com6tag:blogger.com,1999:blog-2433705891524830261.post-78660008842111737882018-10-29T09:55:00.003+08:002018-10-29T09:56:56.223+08:00Profile and Permission Set HelperWhen you have a profile assigned to 1 or 2 users with different extra permission compare to other profile, it is a good chance to merge the profile and create a permission set for that 1 or 2 users.
Profile and Permission Set Helper from Salesforce Labs help admin to easily convert existing Profiles permissions in your org to Permission Sets. Within a few clicks, you can clone allUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-38224053696410079722018-09-12T16:19:00.003+08:002018-09-13T09:06:14.992+08:00Field FootprintYou probably heard about Field Trip, one of the most famous free app available in AppExchange, this tool able to analyze fields population, this is very useful when you are doing field clean-up or to get data completeness. However, Field Trip has not updated since Jun 2015.
Field Footprint is kind of similar to Field Trip, but with additional features, such as checking record typeUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-16927363717254352182018-09-12T15:49:00.000+08:002018-11-04T09:53:00.138+08:00Etherios EasyDescribe - Free MetaData Viewer/ExtractorEasyDescribe is a free tool to view and extract "object" metadata details. Don't waste time clicking through multiple screens to lookup record types, field types, picklists, and other metadata. EasyDescribe it and get everything at once!
Once the app installed, select EasyDescribe tab and select an object you would like to extract. You can turn on or off items you would like to extractUnknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-13588153398127470622018-02-13T07:58:00.002+08:002018-02-13T07:58:47.874+08:00Salesforce Config WorkbookIf 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.
Unknownnoreply@blogger.com2tag:blogger.com,1999:blog-2433705891524830261.post-835775662006241702018-02-10T11:44:00.002+08:002018-02-10T11:45:08.429+08:00Field Dumper: Easily export your Salesforce fields to ExcelSalesforce 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 Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-80301700412296044302017-11-17T06:58:00.001+08:002017-11-17T07:04:45.541+08:00Show PasswordChrome 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 Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-55264757795196238882017-09-11T11:30:00.000+08:002017-09-11T11:30:30.749+08:00Approval Process RemindersThe 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 Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-54866867785809431702017-09-11T06:30:00.000+08:002017-09-11T06:38:42.622+08:00Signature Capture for Salesforce LightningWhen 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 Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-2433705891524830261.post-26447672951678268902017-08-27T08:34:00.002+08:002017-08-27T10:23:53.183+08:00FOLDERIZE - provide alternative Folder Structure for SalesforceSalesforce 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, Unknownnoreply@blogger.com4tag:blogger.com,1999:blog-2433705891524830261.post-3290901248465777172017-08-24T22:41:00.000+08:002017-08-25T06:45:52.555+08:00AddressTools FreeBy default, State and Country in Salesforce are textbox fields, but Salesforce provides a feature to make State and Country as picklist, admin need to enable and configured it properly. Once the setup was done, instead of manually typing in the country and state name, the user just select from State and Country values defined, check out this blog related to this.
However, to Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-11888664446927250502017-08-17T07:53:00.001+08:002017-08-17T07:53:15.858+08:00Map Lead Source field on Lead object to Account Source field on Account object during Lead conversionIn this blog Lead Field Conversion Mapping written almost 4 years ago, we shared about standard fields mapping when a lead is converted to Account, Contact, and Opportunity.
By default, Lead Source is not mapped to Account Source, only to Contact and Opportunity, and you can't just simply configure the field mapping. You can follow this article by creating custom fields, configure the lead Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-29716603489225188132017-08-02T22:41:00.002+08:002017-08-02T22:41:26.277+08:00Quick ChangeSet & NavigatorWe blog about Google Chrome extensions that can be used to help us when building Change Set: Salesforce Change Set Helper and Boostr for Salesforce, both of them are free.
Here is another free Google Chrome extension that can make our life easier when adding Change Set Components, it called "Quick ChangeSet & Navigator".
This extension help to add components into Change Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-30879606451002412262017-07-30T17:17:00.002+08:002017-07-30T17:19:13.357+08:00Salesforce: Printable View from a Record in Lightning and ClassicSo you have migrated to Lightning, then you realize that your users complain where is the "Printable View" after a record open a record, such as Account, Opportunity, or etc. Yes, as per Summer '17 release, Salesforce Lightning does not have "Printable View" function yet.
To fill this gap, HyTech Pro created a free app and make available in AppExchange. This app is compatible with Lighting Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-26115716098800020722017-05-07T07:12:00.000+08:002017-05-07T22:08:12.289+08:00Salesforce Change Set HelperSalesforce Change Set Helper is a Chrome extension to improve the usability of Salesforce Change Sets. It allow Change Set with additional information, such as last modified date, last modified by, etc. It also allows comparison the component with other org.
Features include:
- Includes the last modified date and user and api name for each item.
- Automatically ordered by most Unknownnoreply@blogger.com2tag:blogger.com,1999:blog-2433705891524830261.post-73103204757023897642017-05-07T06:25:00.000+08:002017-05-07T06:25:35.131+08:00Fake DataThis Google Chrome extension is not specific for Salesforce usage only, but it will work for both Classic and Lightning. This will help you that need to keep entering fake data for some testing.
Fill form input fields with fake random data.
- Fill form input fields on the fly with fake random data.
- Zero configuration needed out of the box, just cmd+double click / alt+double click on each Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-74875147590502345012017-04-11T07:18:00.002+08:002017-04-11T07:18:40.015+08:00SuperTools from WalkMeSuperTools from WalkMe is Google Extension add-on, so you do not need to install anything in your Salesforce org., or ask your admin to enable it for you.
At this moment, there are 2 main features come from SuperTools offered by WalkMe for free.
1. SuperEdit
Would it be cool when you can edit data directly in Salesforce report? With this tool, you can do this with ease. It works for Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-61305183441123955072017-03-25T13:27:00.001+08:002017-03-25T13:29:05.465+08:00Activity Comments EnablerBy default, we cannot add Activity Comment into related list in Salesforce Classic, user need to click the task or event to see the comment. If you are awesome admin, you think you can create formula field to copy Comment value, but Comment this field is not exist for formula field. Workflow with Field Update to update a custom text field will be the option. As Activity is split into 2 objects: Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-2433705891524830261.post-50567173033088158622017-01-29T20:50:00.000+08:002017-01-29T20:50:24.651+08:00Whitelist All IPs for SalesforceSalesforce has a great security model for 2 factor authentication and trusted systems. Sometimes, however, it can be onerous.
If you want to ensure that a user can access Salesforce without requiring a verification code or security token, you need to "whitelist" their IP on Setup => Security Controls => Network Access.
If you have a lot of IPs to whitelist, or you want to whitelistUnknownnoreply@blogger.com0