The Salesforce Admin Toolkit

This post was last updated 3/23/21.

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 Chrome Extension

Function

• Record Field Data

Use

• View field API names from a Salesforce record page‍
  

Better Salesforce Formula Editor

Free 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 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
  

XL Connector

Paid Excel Add-on

Function

• Data Load

Use

• Multiple features to handle entire data load process directly from Excel
  

Salesforce Change Set Helper

Free 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
  

Toolkit for Salesforce

Free 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
  

Copado

Free 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

Salesforce Colored Favicons

Free 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
  

Salesforce Inspector

Free 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
  

Salesforce Quick Login

Free Chrome Extension

Function

• Admin

Use

• Makes it easy to login as another user and maintains the page currently being viewed
  

Time Warp

Free 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