The Salesforce Admin’s Toolkit: The Complete Guide

This post outlines the every day tools we use here at Kicksaw to streamline processes, load data or simplify our lives; check back regularly for updates!



Salesforce API Fieldnames

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Function: Record Field Data
  • Uses:
    • 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 Saleforce 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
  • Functions:
    • Data Load
  • Uses:
    • Multiple features to handle entire data load process directtly from Excel
  • Link


Salesforce Change Set Helper

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Functions:
    • 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 diff 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. If more than 1000 items in a page, asks if you want to continue to retrieve more.
    • Config Switch: Quickly disable and 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
  • Functions:
    • 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.
    • Setup 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
  • Functions:
    • Make life easier
  • Uses:
    • Update the standard favicon on Salesforce tabs with colored versions to help differentiate between different organizations.
    • 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. 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 incl. simpler access to login as. E.g. when hopping between test users.
  • Link


Salesforce Quick Login

  • Free vs Paid: Free
  • Type: Chrome Extension
  • Functions:
    • Admin
  • Uses:
    • Makes it easy to login as another user. Maintains the page currently being viewed.
  • Link


Time Warp
  • Free vs Paid: Free
  • Type: Force.com Labs Component
  • Functions:
    • 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 touchpoints at a glance.
  • Link