The life of a Salesforce admin is not easy. Between routine tasks of maintaining the Salesforce instance, researching new ways to improve it and keeping track of business needs, there is very little time left to breathe. That is why it’s crucial to have expert tools that will help you speed up a process or improve the Salesforce instance without wasting much time. Better yet, when the help is free, there is no excuse not to use it.
Here are some proven apps that I have used, liked and recommended to Salesforce admins.
This free app will help you sort your Salesforce objects (custom and standard) by extracting them into a spreadsheet. You can use the app to select objects in Salesforce. After this step, Filed Dumper will create a column in the spreadsheet for each of those selected objects. Also, the list of objects will contain fields related to them. The result is an Excel spreadsheet file that lists out your object architecture in a few simple clicks.
It’s especially useful in situations when comparing two different Salesforce orgs, or doing a quick analysis of your Salesforce instance.
Field Pro is what the name says – a pro for Salesforce fields. It’s free and straightforward, but rather powerful. The app will allow you to analyse any fields in Salesforce, including its dependencies. So, if you want to check specific formulas within these fields, find the metadata associated with it, or run an impact analysis, this app will serve you.
You can also get detailed reports and analytics on which fields are being used and what is the populate percentage of them.
FieldTrip app will help you analyse field usage in Salesforce, which will overall add to the data hygiene process. The tool will allow you to analyse both standard and custom fields across all objects. You will be able to export a list that shows the number of records each field is populated in. Additionally, Field Trip will calculate the percentage of records that have that field populated.
This feature will give you a clear insight into the necessary steps that will take your data to the next level. You will be able to quickly pinpoint which field no longer has any use in your Salesforce instance and therefore secure a clutter-free org.
To employ Config Workbook, you won’t need much convincing. If you’re a Salesforce admin, you will know what it means to have an app that pulls the metadata in one excel form. The tool will help you review Salesforce configurations, permissions and security settings. Config Workbook covers FLS, profile details, layout detail, permission set, permission set assignment, apex detail, approval process, custom application, static resource, visual flow, custom metadata and object fields visibility on layout.
The app is free to run up to 8 reports. Additionally, Config Workbook includes some other features which are free to use.
Customise your Salesforce instance with the help of the Graphic Pack app. This tool allows you to choose images from an extensive collection of icons and images and insert them into tabs, formulas, and visualforce pages.
The app will not only help you catch the users attention better with an image, but it will also assist users to zero in on reports, flag certain records based on their status or track different statuses on multiple objects.