Sunday, January 29, 2017

Whitelist All IPs for Salesforce

Salesforce 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 whitelist dynamic IPs, or you simply want to disregard this requirement altogether, enter this extension: Whitelist All IPs for Salesforce!

Simply:
1) Enable this plugin
2) Navigate to Setup => Security Controls => Network Access in your Salesforce org (must be an Admin)
3) Click the Whitelist All IPs button
4) Wait!  There is a progress indicator, it can take 30 seconds to 3 minutes depending on your connection.

Type: Google Chrome extension

Paid/Free: Free

Publisherraydehler.com/cloud

Installationhttps://chrome.google.com/webstore/detail/whitelist-all-ips-for-sal/nnlnikmkkbpgioojghgojoejgcheilic?hl=en

Version: 0.0.1


Blog last update: 29 Jan 2017



Friday, January 20, 2017

Salesforce Inspector

The most used Salesforce Chrome extension by Salesforce professionals has been upgraded to version 1.19 with many new/additional features, so get it here Salesforce Inspector reloaded.

A few noticeable changes:

Ability to search for inactive user


Direct link to open Fields, Record Types, and Object List


Ability to add Permission Set and Permission Set Group directly

A brand new UI for Data Export


Shortcuts
Search profile, permission set, settings, flow, etc.
Last update: 19-Jul-2023



Salesforce Inspector is one of the most popular productivity tools 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 the browser currently opens 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 is displayed.

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, but overwrite the record open, so it is not open into a new tab.


2. Show all data
This is related to (1) if this is related to an object, clicking the "Show all data" button will open the window (overwrite Salesforce page) with the default column: 
- Field API Name
- Label 
- Type (formula field show with * at the end) and click "All fields metadata" at the end of the field will show the complete formula for that field.

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, this includes fields that are not added to the page layout
  • Delete, click the Delete button at the top, and 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 permission).



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

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 tool.


7. Download Metadata
You can select what type of metadata to 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

Installationhttps://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh?hl=en

Version: 1.12


Blog last updated: 9 Jan 2022







Tuesday, January 3, 2017

LogMachine help to analyze log efficiently

This plugin is for Salesforce debug log, it will help in analyzing the log efficiently by highlighting key important sections in the log and also giving help tips to avoid error.

Once installed to Chrome, nothing to configure, just navigate to your debug log and you will see colorful background color when open the log file.




Type: Google Chrome extension

Paid/Free: Free

Publishergouravrocks247@gmail.com

Installationhttps://chrome.google.com/webstore/detail/logmachine/ngppecjgpbgmfcjjakdjfbnpnihcgpdb?hl=en

Version: 1.1


Blog last update: 3 Jan 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


Monday, December 19, 2016

Limits Monitor

This app built by Salesforce for admin to see the limit from iOS device. Limits monitor gives you a clear view of your technical limits and get in front of potential issues. Limits Monitor provides real-time tracking and configurable notifications for your Salesforce instance from your phone. This app Requires iOS 10.0 or later.

As of now - version 1.3, we can monitor 23 limits, includes daily storage, API calls and events with hourly reports, dashboard refreshes, emails, and so on.


Here is the items you can check from the app:
1. Concurrent Asynchronous Report Runs
2. Concurrent Durable Streaming API Clients
3. Concurrent Streaming API Clients
4. Concurrent Synchronous Report Runs
5. Daily API Requests
6. Daily Asynchronous Apex Executes
7. Daily Bulk API Requests
8. Daily Durable Generic Streaming API Events
9. Daily Durable Streaming API Events
10. Daily Generic Streaming API Events
11. Daily Streaming API Events
12. Daily Workflow Emails
13. Data Storage
14. File Storage
15. Hourly Asynchronous Report Runs
16. Hourly Dashboard Refresh
17. Hourly Dashboard Result
18. Hourly Dashboard Status Requests
19. Hourly OData Callouts
20. Hourly Synchronous Report Runs
21. Hourly Time-Based Workflow
22. Mass Emails
23. Single Emails
24. Daily Bandwidth Limit**
25. Daily Request Time Limit**

** this last two items is available in version 1.2, but removed in version 1.3


Type: App Store / iOS

Paid/Free: free

Publisher: Salesforce

Installationhttps://itunes.apple.com/us/app/limits-monitor/id1169185218

Version: 1.3


Blog last update: 21 December 2016