Salesforce Inspector: A brief overview

Salesforce Inspector is a widely used Chrome extension that offers various functionalities to improve the efficiency and productivity of Salesforce administrators, developers, and consultants. It allows easy access to data and metadata, provides tools for data export and import, and more.

This article will provide a comprehensive guide to the key features of Salesforce Inspector.

1. Installation:

Before we dive into features, ensure that you’ve installed the Salesforce Inspector extension from the Chrome Web Store.

2. Accessing Salesforce Inspector:

Once installed, you’ll notice the Salesforce Inspector icon on the Salesforce Classic UI, or in the Salesforce Lightning Experience’s utility bar. Clicking on this will present you with a dropdown menu of the extension’s features.

3. Main Features:

3.1 Data Export:

Allows you to extract data from Salesforce objects:

  1. Select the desired object from the dropdown.
  2. Define your SOQL query. You can manually write it or use the “Query Builder” to generate a query visually.
  3. Click “Run query.”
  4. Once data is fetched, you have the option to export it as CSV or Excel.

3.2 Data Import:

Upload data into Salesforce:

  1. Click “Launch data import wizard.”
  2. Choose the Salesforce object you’re importing data into.
  3. Upload your CSV file.
  4. Map the columns in your CSV to the fields in Salesforce.
  5. Click “Next” and begin the import.

3.3 Data Table:

Displays a table of records from any object:

  1. Select the object from the dropdown.
  2. Optionally set filters.
  3. Review the data in the presented table.
  4. This is handy for quickly viewing records without writing SOQL queries.

3.4 Field Metadata:

View detailed metadata about an object’s fields:

  1. Select the object of interest.
  2. View all fields, their data types, labels, picklist values, etc.
  3. This is useful for getting an overview of an object’s structure.

3.5 Show all Data:

Reveals all data from a record:

  1. Navigate to a record’s detail page in Salesforce.
  2. Click the Salesforce Inspector icon.
  3. Choose “Show all data.”
  4. This will display all data related to the record, even fields not visible on the page layout.

3.6 Performance:

Helps in analyzing Salesforce performance issues:

  1. Open Salesforce Inspector and click on “Performance.”
  2. Navigate within Salesforce and perform various actions.
  3. The tool captures performance metrics which can be analyzed for bottlenecks.

3.7 Apex Execute:

Allows you to run Apex code:

  1. Open Salesforce Inspector and click on “Apex execute.”
  2. Write or paste your Apex code.
  3. Click “Execute.”
  4. This is useful for quickly testing Apex scripts.

4. Configuration:

You can configure Salesforce Inspector’s behavior and appearance:

  1. Open Salesforce Inspector.
  2. Click on the gear icon (⚙️) to access settings.
  3. Modify as required. For example, you can change themes, set default behavior for data import/export, and more.

5. Advantages:

  1. Efficiency: Speeds up tasks that would otherwise be more time-consuming in Salesforce.
  2. Data Access: Easily access hidden data or metadata.
  3. Development Aid: Essential tool for Salesforce developers for quick code execution, performance analysis, etc.

6. Important Notes:

  • Always be cautious when importing data, as this can overwrite existing data.
  • While Salesforce Inspector is powerful, be mindful of data security. Ensure that you have the necessary permissions and are adhering to company protocols when accessing, modifying, or exporting data.

Salesforce Inspector is an indispensable tool for those deeply involved with Salesforce. Its robust set of features assists in data manipulation, performance analysis, and more. As with any tool, use it wisely and responsibly.

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