For the #MadeInItaly series where I want to showcase amazing artisanal Italian products from our incredible Italian Ohana, today’s guest post is delivered by Antonio Balduzzi, a computer engineer with a degree from the University of Florence. His passion for technological innovation led him to develop the SmartUnifi application, the current official app of the University of Florence. Over the years, he gained extensive experience in web application development, specializing in C# and collaborating with various companies. More recently, he focused on developing solutions on the Salesforce CRM platform, working on projects aimed at improving efficiency and business process management.
Salesforce PowerTools is a Chrome extension designed to extract and reprocess information from a Salesforce organization, providing daily support to Salesforce administrators and developers.
Currently in beta, the extension includes the following key features:
1. Who See the Record
2. Navigate Relationships
3. Compare
4. Search
The “Who See the Record”, “Compare,” and “Search” features share some common characteristics:
– Partial CSV Download: Allows you to download a CSV containing only the rows currently visible in the table. For example, if there are 10 rows visible in the table and filtering leaves only 4 visible, the partial download will only save those 4 rows.
– All CSV Download: Downloads the entire table of results, regardless of applied filters.
– Search within the table: You can search for items within the table using the “Search” input field.
Feature Details
Who See the Record
This feature allows you to determine who can see a specific record based on a selected profile. By entering the Salesforce record ID and selecting the profile to check, the extension will retrieve the users of that profile who have access to the record. If Field Tracking is enabled, the Field History will also be shown.
Navigate Relationships
This feature allows you to build a relationship tree starting from a record ID (root). After entering the record ID, you can select a related lookup object and the extension will then create a visual relationship tree. For example, by selecting “Account,” the function will search for all Accounts related to the root record and then Accounts related to the children, and so on.
Compare
The “Compare” feature allows you to compare two profiles or two permission sets at the object and field access level.
To facilitate analysis, the objects in the table will be grouped with different colors, making it easy to see the differences between the two selected profiles.
Search
The search feature allows you to search for a word within the Salesforce organization using the Parameterized Search API. You can specify the object to search on, the fields to extract for each object, and the maximum number of records to return.