Showing posts with label appExchange. Show all posts
Showing posts with label appExchange. Show all posts

Tuesday, September 7, 2021

Profile 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 has a new feature called Permission Analyzer, here is the description of the app

Analyze by a permission to view the list of profiles and permission sets that contain it. You can also analyze by user to view a summation of all permissions assigned to a user. View which specific profiles or permission sets contain a permission. Understand your permissions structure with just a few clicks and keep your permission assignments up-to-date.

In my use case, I have a user that suddenly has edit to all accounts, although the user profile doesn't have Modify All on Accounts, so what is the caused?

Using Permission Analyzer, I look up that user then drills into Account object and see how the user gets Modify All permission on Account.


In the above sample, the permission set name is a clear "Modify Acct", so you can guess what is inside the permission set, imagine if that permission is called "View Campaign", at a glance, you will not guess that permission set has anything to do with Account.


However, if you are good with SOQL, you can get almost the same result using query

SELECT Id, SObjectType, Parent.Label, Parent.IsOwnedByProfile
FROM ObjectPermissions
WHERE PermissionsModifyAllRecords = True 
AND (ParentId IN (SELECT PermissionSetId FROM PermissionSetAssignment WHERE Assignee.Name = 'Hello User'))
AND (SobjectType = 'Account')
ORDER BY Parent.IsOwnedByProfile DESC, Parent.Label

Result



Reference:



Monday, October 29, 2018

Profile and Permission Set Helper

When 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 all Permissions from a certain Profile to Permission Sets, which are ready to be assigned to new users in no time!

Once the app installed, select Profile and Permission Set Helper app, there will be only 1 tab called Converter, then select the profile that you want to convert into Permission Set.

Notes: this app is only work in Lightning.



The conversion process is very fast, only a few seconds, and it will create a new Permission Set as you named it. The existing profile will still be there and not touch.



Now, you can assign the permission set as per normal to users, and delete the profile when required.


Type: Managed Package; AppExchange

Paid/Free: free

Publisher: Salesforce Labs

Installationhttps://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FeF99UAF

Version: 1.5


Blog last updated: 29 October 2018



Wednesday, September 12, 2018

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

Installationhttps://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

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000018leZEAQ

Version: 1.91


Blog last update: 12 September 2018

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


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



Thursday, August 24, 2017

AddressTools Free

By 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 implement standard State and Country picklist, admin need to clean all existing data, existing State and County must be clean with values defined. It will also cause data from all integration and data load must be clean, when inserting and update to Salesforce, the value must follow defined values, otherwise, an error will be thrown, such as FIELD_INTEGRITY_EXCEPTION - There's A Problem With This Country, Even Though It May Appear Correct. Please Select A Country/territory From The List Of Valid Countries.: Country.

With AddressTools Free, this tool will ensure your users enter consistent address region names with an auto-complete pick-list & additional validation features. No need to clean your existing data before implementing, clean as you go knowing all new data is validated.


Once the package installed and configured, you need to install the have extension for each of your user too, check out this document, if you are using Google Chrome, here is the extension.

They also provide the same functionality through VisualForce pages without the need for a browser extension, however, this feature is reserved for premium users.

At this moment, AddressTools only support in Classic, but I believe they are working on a Lightning release. 


 Type: Managed Package; AppExchange

Paid/Free: free

Publisher: ProvenWorks

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SqRFEA0

Version: 5.56


Blog last updated: 25 August 2017


Thursday, August 17, 2017

Map Lead Source field on Lead object to Account Source field on Account object during Lead conversion

In 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 fields mapping, and workflow.

With this free managed package app "Lead Source Mapper" by CRM SuperStars, admin just needs to install the app, no extra fields and etc. need to be configured. When a lead is converted to new Account, the Account Source will be auto populated from Lead Source. If you convert the lead to existing Account and Account Source have value, it will not change. But if the existing Account Source is blank, the new value from Lead will update the Account Source.

Now, when you open Account or run a report from Accounts with Account Source, the Lead Source value from lead will be in Account.


 Type: Managed Package; AppExchange

Paid/Free: free

Publisher: CRM SuperStars

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFmslUAD

Version: 1.2


Blog last updated: 17 August 2017


Sunday, July 30, 2017

Salesforce: Printable View from a Record in Lightning and Classic

So 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 and Classic.

The benefit of using this app in Classic is the ability to change Salesforce's logo with your own company/organization logo, but you need to add a custom button (installed with the package) to the page layout.



In Lightning, you need to add "Printable View" action to "Salesforce1 & Lightning Actions" in object Page Layout. As you see from the screenshot below, the action will work even you are not opening the record details tab.




Type: Managed Package; AppExchange

Paid/Free: free

Publisher: HyTechPro

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFom3UAD

Version: 1.3


Blog last update: 30 July 2017


Saturday, March 25, 2017

Activity Comments Enabler

By 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: Task and Event, you need to create one custom text field in 'Activity Custom Fields', then 2 workflows and 2 fields update (for each Task and Event).

But, there is a free app available in AppExchange called 'Activity Comments Enabler', you just need to install it and add a field called  'Summary Comment' to the related list.


Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.
  • Provides a short summary of the first 255 characters of comments on the activity record in any activity related list. Use for tasks and events.
  • Works in Professional Edition so that all users can see a summary of comments on their activity related lists, including both tasks and events.
  • Handles all tasks and events, including those created from integrations and other automation. Will display a summary of comments on all activity history related lists on any object.
  • Activity Comments Enabler allow your users to view a summary of comments in any activity related list on any object. 

This means your users can save valuable time by not having to click through into every task and event or use long printable views to read comments.

Once installed, this app will copy the first 255 characters of Comments into a custom Summary Comments field on any new or updated Tasks and Events. This custom field can then be displayed on related list page layouts. If the Task Type is 'Email', instead of copy the first 255 characters of Comments, it will show as 'Open Task to View Email'.


Type: Unmanaged Package; AppExchange

Paid/Free: free

PublisherCRM SuperStars

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qrQMEAY

Version: 1.0.0


Blog last update: 25 March 2017


Saturday, December 31, 2016

Opportunity Contact Roles Validation

When you have a requirement to make sure, when each Opportunity reach certain criteria, Contact Roles is required, but Opportunity Contact Roles is not available in Workflow, Process Builder, and even Apex Trigger directly.

There are a few options to achieve this:
a). Process Builder on Opportunity and call Flow
On Opportunity when Edit, populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

b). 3rd party tool such as Roll Up Helper
Similar to above, use Roll Up Helper to populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

c). Write trigger on Opportunity
Similar to above, use trigger on Opportunity to populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

If you are too lazy to venture for option a and b, and have no developer for option c. Here is the easiest option by installing an unmanaged free app from AppExchange.

After install this app Opportunity Contact Roles Validation, you will find 2 new fields at Opportunity level and 1 validation rule, by default it would be:
AND( Probability > 30, NOT(Primary_Contact_Assigned__c))
change the rule if you would like to check if Probability is beyond 30%
AND( Probability > 0.3, NOT(Primary_Contact_Assigned__c))

Notes:
- You just need to modify the validation rule to follow your business process
- Because the trigger is on Opportunity, not Opportunity Contact Roles, new contact added to Contact Roles will not immediately effect, but when user edit the Opportunity, it will be re-calculate by Trigger.

This app require Enterprise, Unlimited, Performance edition, when I install into a DE, it give me warning that it will not work.


Type: Unmanaged Package; AppExchange

Paid/Free: free

Publisher: Pactera

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAE

Version: 1.0.0


Blog last update: 31 December 2016


Wednesday, December 21, 2016

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

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EShZhUAL

Version: 1.6.0


Blog last update: 21 December 2016


Sunday, November 13, 2016

My Favorites - The Bookmark App for Salesforce

As of now (Winter 17 Release), Salesforce user cannot create their own bookmark of records they need to pay attention for - this is not about bookmark on Chatter feed / post, but bookmark on records. 

Here an idea posted in IdeaExchange, as of now only have 360 points.

But, rather then wait Salesforce to built this, if you are Salesforce developer, or have Salesforce developer, they can built a simple script for this purpose with help of custom objects. However, if you do not have developer ready, there is a paid app in AppExchange called My Favorites.







Type: AppExchange (Managed Package)

Paid/Free: paid USD 60 / user / year

PublisherWebider

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4x4UEAR

Version: 1.22


Blog last update: 13 November 2016

Thursday, October 20, 2016

S-Docs Document Generator (PDF, Word, XLS, Report, Emails)

S-Docs is Native document generator on the Salesforce. S-Docs was built from the ground up on Salesforce. It’s powerful, yet intuitive for Salesforce users and admins. S-Docs is completely FREE to use with up to 2 templates!

Follow this step to configure S-Docs Quick Install & Config Guide, in short 4 steps:

1. Install from AppExchange

2. Create Template - once installed go to "S-Docs Templates" tab to create new tempate
- Relate to an Object
- Define file format
- To add image, upload the image to document and make it available externally

3. Add Button to page layout - go to the object layout and find "S-Docs" and "Email S-Docs" button

4. Open the record and click the button added.
- Click "S-Docs" button
- Select the template
- File added into Attachment

Here is sample result:


Type: AppExchange (Managed Package)

Paid/Free: Free for 2 templates

Publisher: ME2 Systems LLC

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS

Version: 2.256


Blog last update: 20 October 2016



Thursday, October 6, 2016

Multi-Select Picklist Frequency Reports

Have you ever tried to create a Matrix Report that groups by a Multi-Select Picklist? Then you know that Salesforce can't group by a single picklist values. With a few easy clicks "Multi-Select Picklist Frequency Reports" app will create a Matrix report grouped by individual picklist values.

1. Go to "Multi-Select Picklist Frequency Reports" tab
- Select object
- Select field (only multi-select picklist) will be shown here
- Select Group By field for report
- Select a List View for filter
- Click Run and wait..


Once done, you will received email with link to the report


2. Go to the Report
You will present with standard Salesforce report and the multi-select picklist has been nicely split into single value.



3. Dive-in
Let's see what behind this. First let's see how the structure of the data, we'll change the format into tabular.

So, when you click Run button, this program will populate data by grouping and filtering into custom objects. Then, present into matrix report. Simple but powerful, it maybe not powerful enough to show the report for your top management, but it serve basic need to analyze data easier.

Note: be ware that every time you run a report for the same object, this will overwrite existing data / report.


Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Marzapps

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B53brEAB

Version: 1.2


Blog last update: 6 October 2016

Monday, September 5, 2016

Code Coverage Report

To deploy Apex Class to production, you need to have minimal 75% of overall code coverage. You can check code coverage from Developer Console | Test | New Run and select all Test Classes and Run. Tests tab will tell you all Test Classes completed successfully or failed, you also can drill down to Methods for each Test Class.



Look at "Overall Code Coverage" panel for the Classes, including Percent and Lines coverage.



You also can monitor this from Setup | Develop | Apex Test Execution, or to Run Test by click "Select Tests.." button, but this will not tell you the code coverage percentage.



If you are not using any IDE, you will find percentage coverage in Developer Console only, and you cannot copy and paste it to your team or for documentation, except take screenshots, but when you have too many class, this would be hard.

So, there is a free app from appexchange that can help you to extract this information. The app called Code Coverage Report. This app will not run test class for you, but just to report your last code coverage. The app also allowed you to extract into Excel file easily.




Type: AppExchange (Managed Package)

Paid/Free: Free

PublisherAmit Chaudhary

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DXzlpEAD

Version: 1.2


Blog last update: 5 September 2016


Tuesday, July 12, 2016

Document your Salesforce org with Octopus

In short, Octopus is a free app available in AppExchange built by Astrea It Services Pvt Ltd. Octopus allows you to document all the items in your Salesforce org. Get information about apex classes, pages, workflows, triggers, objects, fields and much more in a single place. You can also download it as a PDF/Word file for future reference.

To get information about Approval Processes, Validation Rules, Workflow Rules, Workflow Field Updates, please ensure that your Salesforce instance URL has been added in the remote site settings - navigate to Setup | Administer | Security Controls | Remote Site Settings, for example, if your Salesforce instance is ap1.salesforce.com, the Remote Site URL would be https://ap1.salesforce.com

Once installed from AppExchange, navigate to Octopus tab, select items you would like to document, or you can select all items. Click View button or PDF or Word icon, and done. With just an easy a few clicks, you will get result from Salesforce org with information of:
  • Name
  • Namespace Prefix
  • Table Enum or Id
  • Active
  • Last Modified Date

Sample result:

Even you downloaded the information as PDF or Word document, you still can click the Name link to open the real metadata in Salesforce.


Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Astrea It Services Pvt Ltd

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B5cEKEAZ

Version: 1.25


Blog last update: 12 July 2016