Sunday, May 7, 2017

Salesforce Change Set Helper

Salesforce 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 recent modified first
 - Filter/Search/Order by any field.
 - Sets all pages to show the 1000 rows.  If more than 1000 items in a page, asks if you want to continue to retrieve more.
 - View and Search on items in the change set.  This allows you to see the whole change set and search to make removing much easier.
 - Compare to another org (uses OAuth2.0 -- no username or password information is seen or stored by this extension).
 - Shows the last modified date and user for the compared org as well.
 - Click the file name to see a diff of the metadata file between orgs.

Note that there is a delay when loading large pages and you may need to disable other chrome extensions that alter the change set page.

To use the Salesforce Change Set Helper, edit your Outbound Change Set in Salesforce. The additional information and functionality will automatically be added to the page.

This is standard Salesforce Change Set when you want to add component:



When Change Set Helper added and enabled



You also can compare the component with other org.




Type: Google Chrome extension

Paid/Free: Free

Publisherbrainfield.initiative@gmail.com

Installationhttps://chrome.google.com/webstore/detail/salesforce-change-set-hel/gdjfanbphogooppaefebaaoohdcigpoi

Version: 2.0.2


Blog last updated: 7 May 2017


Fake Data

This 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 input you want to fill.
- Has an auto-learn feature for unrecognized fields.
- Power users are able to define their own custom generators using JS code.

Keyboard + Mouse Shortcut:
OS X: Cmd + Double click
Windows / Linux: Alt + Double click

If the field is not recognized:
If a field is not recognized automatically, then right-click on it -> go to Fake Data -> select the appropriate generator that you want to be used with that field in the future.

Next time you double click on the same field it will be recognized automatically.



Type: Google Chrome extension

Paid/Free: Free

Publisher: Hater Apps

Installation: https://chrome.google.com/webstore/detail/fake-data/gchcfdihakkhjgfmokemfeembfokkajj

Version: 1.6.0


Blog last update: 7 May 2017


Tuesday, April 11, 2017

SuperTools from WalkMe

SuperTools 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 Tabular and Summary report in Classic. As per standard Salesforce validation, it will only allow user to edit data they have access, otherwise, you will get an error.

Just install the Google Extension from the link in the reference below and you will see the magic.


Notice a pencil icon shown when you hover your mouse over a report open.

2. SuperSearch
Can't be denied that every Salesforce user should have use Search function, it's pretty cool when you can search any data from a single place. But, with SuperSearch from WalkMe, the search experience would be even powerful, let's see.

This is standard Salesforce global search, recent items you opened earlier will be shown in the search result before you click the Search button.



Compare with addition power from SuperSearch, it will search all records as you typing.




Watch the videos from WalkMe SuperTools site for more detail. But, if you don't like, simply delete the extension and nothing left behind in your Salesforce.



Type: Google Chrome extension

Paid/Free: Free

Publisher: WalkMe

Installationhttps://chrome.google.com/webstore/detail/walkme-extension/fckonodhlfjlkndmedanenhgdnbopbmh

Version: 1.6.22


Blog last update: 11 Apr 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


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