Field Footprint

You 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 type, field usage in Validation rules, Workflow rules, Workflow Field Updates, and Reports.

On top of that, one thing I notice from this tool compare to Field Trip, when running a Field Trip to analyze an object with 134K of data, Field Trip required 75 minutes, while running Field Footprint analyze to the same of dataset, Field Footprint only need 25 minutes, so the performance is 3x better.

Once complete, you will see the result in the Footprint Detail page, or open Footprint results in a report.

With this tool, you also can check fields usage per record type, click the record type name in the main analysis page, it will tell you how many records for that record type and the population for each field.

Type: Managed Package; AppExchange; Private Listing

Paid/Free: free

Publisher: Salesforce Labs

Installation: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EShrRUAT

Version: 2.8.33


Blog last update: 13 September 2018

Etherios EasyDescribe - Free MetaData Viewer/Extractor

EasyDescribe 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 extract, from fields, child relationship, and record type.

Type: Managed Package; AppExchange; Private Listing

Paid/Free: free

Publisher: West Monroe Partners

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018leZEAQ

Version: 1.91


Blog last update: 12 September 2018

Premier Primer

This app is intended for Premier Success Plans customers and their admins to store important Premier information and useful Premier Education Assets.

Learn what the Premier experience is all about with this app designed for customers who want to get the most out of Premier benefits and services.

• Store your Premier support passcodes and support numbers in a centralized location
• Quickly access educational assets to help you take full advantage of your Premier experience
• Discover new ways for your company to leverage the Premier program and realize value through programs and offerings tailored to your needs

Premier Primer shows you how to get up to speed quickly with recommended steps and stores your unique Premier customer codes and support contact information.

Type: Managed Package; AppExchange; Private Listing

Paid/Free: free

Publisher: Salesforce

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EShZhUAL

Version: 1.6.0


Blog last update: 21 December 2016

Declarative Rollups for Lookups

Declarative Lookup Rollup Summaries Tool is one of the most popular free tool for Salesforce admin built by fellow Salesforce MVP - Andrew Fawcett.

Out of the box, Salesforce support Roll-Up Summary field when the parent-child relation is Master-Detail relationship. But in many cases, we have to use Lookup relationship, example: sharing setting, when the child record owner may differ with parent record owner, and etc.

Without this tool, you need to engage developer to write trigger (and test class) in child object to roll-up the value to the designated parent field. With Declarative Lookup Rollup Summaries Tool, as admin, we just need to install the package and do a simple configuration to enable it, you can choose either real-time or scheduled (hourly, daily, weekly, etc).

To get full documentation, discussion and issues, go to GitHub and join Declarative Lookup Rollup Summaries Tool success community for discussion and questions https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009O5p.
This blog will just explain basic steps to install and configure the tool:

1. Install Package 
Current version 2.4.2 when this blog written - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Production; or https://test.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Sandbox.

2. Create Remote Site Setting
Once the packaged install, navigate to "Welcome" tab and click "Create Remote Site Setting" button.
This step will create a new Remote Site URL in your Salesforce org.

3. Create Lookup Rollup Summary
Navigate to tab "Manage Lookup Rollup Summaries" and enter required information.

In this sample, I would like to count number of Lane records and roll-up to Opportunity object. You cannot select Active at this moment until deploy the child trigger. So, just save this without select Active checkbox.

4. Deploy Child Trigger

Click "Manage Child Trigger" button and click "Deploy" button. This step will create a trigger in the child object.

5. Activate the Lookup Roll-up

Navigate back to "Manage Lookup Rollup Summaries" tab and select Lookup Rollup Summary created, now you should be able to enable Active checkbox to activate the roll-up configured.

6. Real-time or Scheduled

In the "Calculation Mode" you can choose Real-time or Scheduled (we will not discuss Developer and Process Builder in this blog).

Select Real-time will auto calculate when child record added, modified or deleted. Select Scheduled, you need to schedule when the calculation trigger, click "Schedule Calculate" button to schedule when it will be triggered, by a specific hour, hourly, specific day, etc. Example: you can configure multiple hour, such as: daily 2 AM and 6 AM by hold Ctrl key when click.

You can monitor next scheduled run from Setup | Jobs | Scheduled Jobs.

If you configure the calculation mode as Real-time on existing child object with records, parent record will not be auto populate with the roll-up value until there is activity in a related child record, either create, update or delete. So, you may need to create another roll-up with Scheduled to calculate existing values.

Type: Managed Package; Private Listing

Paid/Free: Free

Publisher: Andy in the Cloud

Installation: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Production; or https://test.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Sandbox

GitHub: https://github.com/afawcett/declarative-lookup-rollup-summaries

Version: 2.4.2

Blog last update: 2 Jul 2016

Configero Visual Role Manager

The Configero Visual Role Manager is a drag & drop management console for organizing roles and users within roles. Roles can be created, deleted, reorganized and users can be assigned to other roles through an easy to use drag & drop interface.

Roles are displayed in a hierarchical organizational chart and can be dragged and dropped above or below other roles.

Users are listed within each role and can be reassigned to a different role by dragging and dropping. Unassigned users are listed in a separate panel and can be searched and dragged to existing roles.

Type: AppExchange (Managed Package); Private listing

Paid/Free: Free

Publisher: GetFeedback

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wHvgEAE

Version: 1.5


Blog last updated: 4 May 2016

User Field History Tracking

In many cases, we need to track value changes in User object. But, as you know that we are not able to set Field History Tracking in user object (until now April 2016). If you have developer, you can get developer to write trigger on user object and write the changes to a custom object. But if you don't have, User Field History Tracking app package is here to help.

User Field History Tracking implement the same idea as I said earlier, with a trigger in user object and write the changes into a custom object. Once you installed this package from AppExchange, you will notice new app "User Field History Tracking", you just need to set fields need to track, either standard or custom field from User Field History Setup tab.

Select one or more fields to track field history. Once you have completed your selections, click "Save Settings". The selected field(s) will then be tracked from that point forward. If you remove a field(s) from history tracking and click "Save Settings", field history will no longer be tracked. Any previous history for the removed field(s) will still be available as User Field History records. You may come back to this page at any time to update the fields selected for history tracking.

All changes happened after you set field to track will be available as new record in User Field History object. For here you can see, who change what, what is the previous and new value, when is the change happened.


Type: AppExchange (Managed Package); Private listing

Paid/Free: Free

Publisher: Stratus Consulting Group, LLC

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4Dz0EAF

Version: 4.1


Blog last updated: 19 Apr 2016

Role Tree

Since this new blog announced last week, many blogs related to using Google Chrome extension has been shared, from Boostr for Salesforce to Salesforce.com Enhanced Formula Editor, these extensions will help us as Salesforce Admin in our daily job. So, this blog would be the 1st blog sharing about AppExchange product.

Role Tree (aka Knowledge Tree for Roles) - Natural and intuitive way to visualize your role hierarchy and users - help us to visualize our role hierarchy setup with users count in Salesforce. Role hierarchy setup maybe not exactly the same with the corporate org chart, but in many cases, it should be as closed as possible.

Once you have this app installed, you will find a new tab called Role Tree, you may need to click "+" tab to find it.

If your org only have a few role hierarchies, you maybe do not need this app, but if you have hundreds of role hierarchies as I have, this tool will help.

Features in Role Tree:

• Drill down by Role (by default it will show all roles)
• After drill down to a certain role, you can show all users from those role and below
• Open the role hierarchy (you can use right-click)
• View users for each role (from gear icon and right click)
• Assign users for each role (from gear icon and right click)
• Edit role (from gear icon and right click)
• Role without users will be shown in orange color
• Print Preview

Type: Private AppExchange (see description below) (Managed Package)

What does it mean when an AppExchange app is listed as private?
This warning usually means that the partner who develops this application has not started or failed to pass the security review. During the app installation, there's a warning displayed that reads like the following..."Salesforce Inc. is not the provider of this application and has not conducted any review of it. Please click here to understand what this means with respect to security and trust". Private listings that were delisted are usually due to problems with their periodic security review.

Paid/Free: Free

Publisher: The Cloud Corporation

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000057lEFEAY


Version: 1.32
Blog last updated: 26 Feb 2016