The Salesforce Admin's Toolkit

The Salesforce Admin’s Toolkit

This post was last updated 03/23/21.

There are lots of everyday tools that we use here at Kicksaw to streamline processes, load data, or simplify our lives when working with Salesforce; check back regularly for updates!


Salesforce API Fieldnames

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Record Field Data
  • Use: View field API names from a Salesforce record page
  • Link

Better Salesforce Formula Editor

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Formula Builder
  • Uses:
    • Improves Salesforce formula editor
    • Syntax highlighting
    • Field and Metadata autocomplete
    • Live snippets & Documentation
    • Tabulation support

Boostr for Salesforce

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Functions:
    • Record Field Data
    • Deployment
    • Setup
  • Uses:
    • Change Set: Ability to search when adding items to change set
    • Change Set: Ability to filter by type when adding items to change set
    • Change Set: Show All link to show all items for selected type within one page
    • Field Set: Displaying the API Name next to field names when editing a field set
    • Setup Search: Preventing the placeholder text from filling in the setup area sidebar
    • Object/Field API Name: Automatically remove the underscores in the Object/Field API Name when creating a new object or field.
    • Setup Area Check All: When editing settings in the setup area, this will add a checkbox to the header row cells if there is a checkbox in that column; this will allow checking and unchecking all checkboxes in that column.
    • Field History Tracking Counter: Displays the total number of selected fields to track history for out of the total number Salesforce allows
  • Link

XL Connector

  • Free vs Paid: Paid
  • Type: Excel Add-on
  • Function: Data Load
  • Use: Multiple features to handle entire data load process directly from Excel
  • Link

Salesforce Change Set Helper

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Deployment
  • Uses:
    • 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 comparison of the metadata file between orgs
  • Link

Toolkit for Salesforce

  • Free vs Paid: Free
  • Type: Web App
  • Functions:
    • Org Health Check
    • Deployment
    • Org Comparison
    • Config Switch
    • Field Creation
    • Metadata
    • Apex
    • Data Model
  • Uses:
    • Org Doctor: Asses health of Salesforce org
    • Org Compare: Compare customization similarities and differences between two Salesforce orgs
    • Data Compare: Compare data between selected objects and fields for two Salesforce orgs
    • View: Sets all pages to show the 1000 rows; f more than 1000 items in a page, asks if you want to continue to retrieve more
    • Config Switch: Quickly disable an org’s validation rules, workflows, and Apex triggers
    • Schema Lister: List all of an org’s objects, fields, and field attributes
    • Field Creator: Easily create multiple custom fields along with their field level security
    • Package Builder: Build a package .xml file listing of an org’s metadata components
    • Code Scanner: Scans your Apex code and looks for dependencies between classes and methods
  • Link

ClickDeploy

  • Free vs Paid: Free
  • Type: Web App
  • Function: Deployment
  • Uses:
    • Org comparison showing changes in metadata between two orgs
    • One click deploy (no wait for change sets to upload)
    • Clone inbound change sets
    • Enables access to metadata not supported by change sets
    • Line-by-line code viewer showing proposed changes prior to deployments
    • Support multiple deployments in parallel
    • Support deployment from org snapshots
    • Deployment sharing and team collaboration
    • Deploy destructive changes
    • Lightning fast metadata selection via smart improved filter/sort options for components in outbound change set creation
    • Seamless integration with source control and issue tracking systems
    • Push and pull metadata into GIT version control
    • Full and partial rollbacks
    • Set up continuous integration jobs and automatic deployments
    • Salesforce DX source format support
    • Streamline Salesforce release management with full audit history, change tracking, and rollback
    • Support deployment of standard fields and other ChangeSet functionality improvements
  • Link

Salesforce Colored Favicons

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Make life easier
  • Uses:
    • Update the standard favicon on Salesforce tabs with colored versions to help differentiate between different organizations
    • Includes separate icons for production, sandbox, and scratch orgs
    • Supports both Classic and Lightning Experiences
  • Link

Salesforce Inspector

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Functions:
    • Record Field Data
    • Data Load
  • Uses:
    • Quickly view field information directly from a record detail page, edit page, or Visualforce page
    • Quickly view and edit all data for a record, even data that is not on the page layout
    • Perform quick one-off data exports and imports directly from within Salesforce; data can be easily copied to and from Excel, with no need to log in again when you are already logged in with your browser
    • View current limits consumption
    • Simple access to user record details, including simpler access to “login as” when hopping between test users
  • Link

Salesforce Quick Login

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Admin
  • Use: Makes it easy to login as another user and maintains the page currently being viewed
  • Link

Time Warp

  • Free vs Paid: Free
  • Type: Force.com Labs Component
  • Function: Data visualization
  • Uses:
    • Add component to object record pages to visualize related records on a timeline
    • Good for understanding the lifecycle of a customer and all touch points at a glance
  • Link