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[MadeInItaly] Salesforce PowerTools: improve your administrative skills

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.

🇮🇹 Salesforce Sidekicks EPISODE 5: Dare vita alla propria idea – L’esempio di ORGanizer (parte 2)

ℹ️ Di cosa si tratta? / What’s this all about? Salesforce Sidekicks

Continua il racconto sul quando, come e perchè Enrico ha partorito l’idea dell’ORGanizer 🤓 (se non l’hai ancora fatto, ascolta l’episodio precedente 🔙).

In questo parte tratteremo anche il tema del fallimento 😒 (citando il lavoro di Francesca Corrado) e su come esso sia, a differenza di come si possa pensare e solo se sfruttato nel modo corretto, una fonte importante di stimoli per migliorarsi e andare avanti 🏃‍♂️.

Buon ascolto 👂!

Volete aiutarci a riattivare la Ohana Community d’Italia? Entrate nel workspace Slack e facciamo community!

Link alle risorse:

  • Modern Wisdom – https://chriswillx.com/podcast/Lean startup
  • Partire Leggeri (Erik Ries) – https://amzn.to/3HTsWVM
  • Fallimento è rivoluzione (Francesca Corrado) – https://amzn.to/48dU8Jq

I present you ChatGPT Pal, Yet another OpenAI Client 🤖

About 2 weeks ago I asked #ChatGPT to help me to build a browser extension to call OpenAI’s APIs…in about 1.5 hours I packed a working extension, with a save of about 2/3 hours!

After few questions it gave me the whole extension code, comprised of UI interface, options, manifest and stuff.

The code was not working as output but ChatGPT, it needs modifications and enhancements, but it actually helped me delivering in 1/3 of the time…after that, I coded few other hours because I’m a nerd 🤓 and I wanted to make it easy but complete.

I’ve just published the extension on the Chrome Web Store, have a look and let me know what you think on my social channels!

👉 https://organizer.solutions/chatbuddy.html

[ORGanizer] Giraffe release is live: few steps closer to release 1.0!

More then 3 months from the last Reindeer Release say hello to the ORGanizer for Salesforce Giraffe Release (0.6.8.4).

Why a Giraffe, you ask?

Like a Giraffe points its head up to the sky, the Giraffe Release points toward release 1.0, when we’ll finally go out of beta, closing an almost 3 years old path since its first release 0.1 in September 2016.

I’ve worked a lot on stability and bug fixing in these months, reviewing tens of issues and suggestions, provided by my beloved ORGanusers who support my day by day work.

A brand new sponsor

It’s also a pleasure to introduce you to our next sponsor NativeVideo for the next months, starting from the current release!

Founded in London in 2018, NativeVideo is on a mission to bring businesses and people closer together with the power of Video.

NativeVideo is the platform that, once installed from the AppExchange, enables video recording and browsing as a native functionality inside Salesforce.

The company has already released two “extension packages” that customise the solution to 2 specific use cases:

  • LeadGenVideo demand generation / deal nurturing thanks to video messages that include both classic webcam video recording and screen recording
  • TalentVideo designed for those companies that use Salesforce for their recruitment and adds video interviews to the process, with a very well designed workflow and collaboration features.

NativeVideo customers have customised the NativeVideo platform and the use of Video to their needs on other use cases, like Service – screen recording sent by the service representative to answer questions and solve bugs, CPQ – a walkthrough screen recording video where the offer is explained when it is sent to the customer, Customer feedback / testimonial – inviting customers to answer a few questions on video to provide feedback on the service and results they are receiving, and many more.

Jump to NativeVideo landing page to say hello and thank them for helping the ORGanizer to keep the hard work going!

What’s new with the Giraffe?

First we have new consolidated limits for logins storage:

Approaching to release 1.0 the number of logins that can be stored with the free edition of the ORGanizer will gradually decrease. The number of logins will be limited in the free edition but all the other features will always be kept free.

Pro version can be purchased from the Chrome Web Store and now using Promo Codes (only available on Chrome version as of now):

A promo code is strictly related to the user email address and has an expiration date, and conveys the same enhanced limits of the Pro version in-app purchase.

Why a promo code?

To allow companies to mass purchase ORGanizer licenses or for promotions or free trials.

New permissions required

The following permissions are now required:

  • Know your email address: needed to get your email address for Promo Code verification (your email address is never sent to anyone but only used to validate your codes, if any)
  • Read and change data on a number of websites:
    • force.com, salesforce.com, visualforce.com, documentforce.com, salesforce-communities.com: main Salesforce domains
    • organizer-api.enree.co: Promo Code verification endpoint. This endpoint is called only after Promo code validation (if any)

And more and more enhancements and bug fixes

Read the change log for the whole list of what’s inside this new release, and see you in the next release!

This blog has been verified by Rise: Rb4a7093bc3979124c781aae186805e25

[Salesforce / Chrome Extension] Happy birthday to the ORGanizer: 1 year on the store!

Checking my diary agenda I could not believe: ORGanizer‘s first go live was exactly 365 days ago!

I wanted to share my love and expertise for Salesforce in one single Chrome Extension to be free for all, and after 1 year I receive cheers from my Salesforce pals because ORGanizer helps them successing in their daily tasks!

Here are some quick numbers:

  • 20 releases
  • users from 127 countries
  • 4000 active users ca.
  • 28 new features (7 suggested by you)
  • 47 enhancements (17 suggested by you)
  • 32 bug fix (9 suggested by you)
  • 81500 login actions in the last month
  • 222 daily logins in the last month

The analytics (recently introduced) say that the numbers are rapidly increasing and the adoption rate is getting higher and higher.

The most important number is the active users:

And indicates the number of users that day after day keep getting the ORGanizer on their Google Chrome browsers…and it is incresing day by day, and I cannot be happier!

The ORGanizer is more than the extension itself.

Trying to make it the most amazing Chrome Extension ever, there an ecosystem of side projects and systems to help me achieving this aim.

ORGanizer site

This is the central information repository for the extension.

FAQ page

A complete extension guide updated at every release.

Video guides

Support

Active support site where you can report a bug or suggest a new feature.

This is linked to my Salesforce CRM org where I store all the stuff.
It also uses an Heroku app to send the email used to confirm your identity.

Next Release page

This page contains all features and bugfix in development or developed, that will be release in the next release.
Also this feature is related to my personal ORGanizer CRM org.

Change Log

A list of all features delivered in all releases.

Donations and Swag Store

Donations link and a link to the Swag Store to get some cool ORGanizer swag to allow me keeping the extension free for all.

Live Messages

Live messages to get live data to users about the extension, like unexpected bugs or general info.
I use ORGanizer like you do, so I wanted to put in place a feature to communicate with my ORGanusers.

Online reviews
I received amazing reviews from Salesforce community leaders:

Who made it?
I’m the only person behind the ORGanizer but my dear friend Davide D’Annibale is helping me with all the graphics (I litteraly have not taste in graphics 🙂 ) to get it the most professional appearance it can have!

Amazing feedbacks
What’s the best way to thank all supporters? Let’s show some of the best tweets I got from the web!

[Salesforce] ORGanizer 0.6.2 “Birthday” Release is live!

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Happy Birthday to me!

To party in the best way my birthday, a new ORGanizer release is live!

If you haven’t, try out the ORGanizer for Saleforce Chrome Extension, you’ll never regret!

All new features has been requested by you all guys, the best ORGanusers of all time!

This is a beta and free extension, I encourage you to help me in my effort!

What’s inside?

Login as plugin

The Quick Console shows a the new Login As plugin: it helps you log in as another internal user.

To access it use the CTRL/CMD + SHIFT + 8 shortcut.

This plugin allows you to:

  • Show the User detail page (white button)
  • Login As in a new tab (green button)
  • Login As in incognito mode (red button): only works if extension has incognito mode enabled

SOSL queries

The Quick Query plugin now supports SOSL queries as well.

Each result is handled as a separate record set:

To ease the results view, each section displays the Sobject type.

Sobject fields ID clipper

The Sobject Fields plugin now is related to a new quick action, that you can recall with the CTRL/CMD + ALT + 4 shortcut, which copy the Salesforce Object ID that is present in the url in the following forms:

  • /[SF_ID] (typical Salesforce Classic sobject page)
  • /custom_url?id=[SF_ID] (id passed on the “id” url parameter)
  • #/sObject/[SF_ID] (typical Salesforce Lightning Experiece sobject page)

Change Salesforce API level

You can now select which API version the ORGanizer works with: this allow you to use the latest API level when dealing with sandboxes or preview ORGs.

To access this configuration go to ORGanizer Options page.

Change ORGanizer button position

You can now change the ORGanizer button position on the vertical / horizontal orientation.

For example this configuration:

Leads to:

While this other configuration:

Leads to:

New default ORG icon colors

New default colors has been added to the popup’s ORG icon selection color:

Remeber to share the love and to visit the Swag Store to help me keep the ORGanizer free!

[Salesforce] ORGanizer Chrome Extension 0.6 is Live!

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Another release is on its way!

You should receive the update in the next hours.

Which amazing features have been packed?

And other important enhancements:

  • Show line and column number on Quick Query, Execute Anonymous and Enhanced Formula editors:

  • Drag the Quick Console from the footer:

  • Resize editor’s textarea in Quick Query, Execute anonymous and Enhanced Formula Editor plugins:

  • Make lookup field clickable on query results (not only ID field):

  • Download child query result in JSON / CSV format (previously you could only download the main query results)
  • Child queries result now shows correctly all results (previously was limited to 10)

THE SWAG STORE

Do you know ORGanizer is free for all, right?

You can help me keeping it free forever by offering me a pizza or a cappuccino or … drumroll… buying stuff from the brand new ORGanizer Swag Store!

The store is hosted by Zazzle.com: they customize, pack and send the products right to your home/office giving the ORGanizer a small percent maring of the price.

This way you are happy to receive awesome swag and I’m happy as well because I can keep the #BestExtensionEvenr free for all!

Jump to the ORGanizer site to browse all this awesome stuff!

CHANGE SET HELPER

The Change Set Helper plugin has been developed to help daily work with Salesforce outbound Change Sets.

Due to limitations on Salesforce Change Set APIs, the plugin is meant to help you in the tedious work of searching for components, remove components from change set, creating recurring change sets to be included in every change set you make.

The plugin comes with limitations.

The plugin is in early beta, please report malfunctioning features or improvements from the support page.

What can you do with the Change Set Helper?

Open an outbound change set and you’ll se with your eyes!

Click the Download compoments to retrieve a zip file containing the components from the package.

WARNING: This features works if there is only one outbound component with the same name.

Because of dealing with big change set could be frustrating, the plugin is meant to create a template or every change set you work with.

A template is just a reusable change set model you can import in another change set, browse, refine removing certain components, use to remove components from the current change set.

To create a template click on the Create Template button: this operation can take a while especially if the change set has hundreds of components.

Once you hit the button, you’ll see the script automatically pressing the Next link on the change set components table, lurking all the components definitions.

Once the template is completed, you are required to set a name for the template and click the Save Template button.

The Metadata Templates picklist shows the list of all save templates:

The template can be added into a new change set (see next paragraph). Because it is not easy to understand if a component can be added, you can click the Compare Template button: this way the script iterates through all current change set components looking for matching components between the selected template and current change set.

If a subset of the selected template if found inside current change set, you are required to create a new “subset” template with all the components that have not been found, to safely import the template into your change set.

The plugin has been tested with various metadata types, but there can be unsupported components (it depends on how Salesforce shows components on the components table) that I haven’t still checked.

Please report any unwanted behavior.

At the moment of writing, only Person Account record types are not supported: this means that these record types cannot be added through a template and so must be added manually.

By pressing the Remove Template button you can remove a selected template from the list.

The Extract Template CSV donwloads current template in CSV format (this CSV file can be usefull to trigger bugs if you report an error).

Once you select a template, a new table is shown:

You can filter components and save changes made to the template by the Remove from Template link.

If you want help to remove a specific component from current change set click the Remove from Change Set link next to each component’s name: this can save you A LOT OF TIME!

The helper iterates through the chage set components table (clicking the Next button) and if a match is found, clicks the standard Remove link, that triggers for the standard confirmation popup:

[https://organizer.enree.co/img/faq/faq_changeset6.png]

If no match if found, an informative message is displayed:

The plugin works with Packages as well but be aware that packages often includes in their components list also components that cannot be added to a change set (e.g. components that come from managed packages), so it may happen that templates created with a package is not importable on a change set (and vice versa).

The Change Set Helper plugin is hosted on the Add component page as well:

The only difference is the absence of the Create Template, Compare Template and Remove Template buttons.

The Add Template button insert current template into the plugin.

If all the components can be inserted, the script adds the components and goes back to the main change set page.

If un-importable components are found (e.g. Person Account record types, untested components in the beta development), the download of a CSV containing the remaining components is automatically triggered: this way you know what to import manually by yourself.

If this happens, you need to press the Add to Change Set button manually (you don’t see the list of the components you are about to insert).

The plugin adds 3 usefull features:

  • Quick search components: quickly filters the list of selected components type
  • Expand component list link to expand the list by 1000 components (the maximum allowed)
  • The Add to Change Set and Add Again button that simply does the Add action and returns back to current page (and not to the Change Set page)

Remember: this is not a change set manager because the absence of any API that can help this important Salesforce feature, but it is an helper that helps you automate change set management tasks.

Please report back any malfunctioning feature or any smart way to enhance this useful plugin.

To enable/disable this plugin run to the Features section of the plugin’s Options page.

QUICK CONSOLE GAMES

While you are waiting for long running operations (such as deleting a Change Set component among thousands of components using the Change Set Helper plugin), you can relax playing 2 ( more to come in the next releases) simple yet awesome games:

Quicklogin

The Quick Login plugin allow you to login directly from the standard Salesforce login page.

The plugin is automatically attached to the username input text and shows the corresponding ORGanizer accounts matching the input string:

To enable/disable this plugin run to the Features section of the plugin’s Options page.

TIMED PASSWORD SESSION

This plugin is configurable from the Encryption section of the Options page.

If encryption is enabled you can set up Timed Password Sessions.

Set up a maximum password session duration. During this time frame you are never requested for the encryption password when:

  • Copying login link in memory from the popup accounts page
  • Copying password + token from the popup accounts page
  • Showing password on the popup account editing page

This enhances security because if you leave your laptop unattended, after the session is expired none can login on any account anymore, but requires to insert the password to enable the extension.

Once the session is expired the Quicklogin and @login command with Quicklink do not work as well.

GET PASSWORD + TOKEN ON THE FLY

From the ORGanizer’s popup a new button is in place to get you the password and token of an account to use it for other porpouses (e.g. IDE, API, external services, …).

If you haven’t set up Timed Password Sessions and have Encryption enabled, the button asks you for the main encryption password.

SHOW PASSWORD IN EDITOR PAGE

Now you can see the password in clear while editing an ORGanizer account:

INCREASED LICENSE LIMITS

More accounts can be handled:

Total accounts has been increased from 80 to 150, and sync accounts from 60 to 100.

[Salesforce] ORGanizer Chrome Extension hits its first 1000 active users! #PartyHard

I proudly announce that ORGanizer Chrome Extension we have reached the 1000th active ORGanusers!

A big thanks to everyone!

The Extension is free for all, support us to keep it free forever!

Click here and decide to:

  • offer me a coffe, a pizza, a cappuccino, a pasta (I’m italian after all) to thank me for this awesome job
  • share your love for the ORGanizer Chrome Extension on the social channels!

[Salesforce] ORGanizer Chrome Extension Version 0.5 is live!

Dear ORGanizer users, we have reached beta version 0.5, that means we are half way to version 1.0!

For anyone that doesn’t know what the Salesforce ORGanizer Chrome Extension is, download it for free from the Google Web Store and, believe me, you won’t be disappointed for sure!

As usual, if you find ORganizer useful please cast a vote on the store!

This release comes with important major and minor new features and several UI fixes.

  • OAuth login
  • Automatic data backup
  • Very Important Queries and Scripts (VIQ and VIS)
  • Other improvements

OAuth login

The ORGanizer allow login with username and password along with token if the Login with token flag is active.

If your company’s password policies prevent you from using the ORGanizer to store passwords, from now on you can enable your browser to user OAuth: by requesting an access token the ORGanizer store (only locally and with encryption) an access token so it can requests a valid session Id without knowing the user’s password.

This means that you need to authorize every instance of the ORGanizer you have installed, so you need to input password at least once for every laptop you own.

How does it work?

Create or edit a new Account by clicking on the ORGanizer extension icon and select YES in the Login with OAuth (no password) section:

With this configuration the password field is not mandatory.

The first time you try to login with the above user (or if the authorization of the ORGanizer app has been revoked by admin, read later for how this is done) you are redirected to this internal page:

Remember which username you are about to authorize and click the link.

You are then requested for your username and password:

And to authorize the ORGanizer App (in this screenshot you are seeing the stage app):

This app requires web and API access (otherwise the Extension cannot work).

Once authorized you are then redirected in the following page:

where the access is validated and the access / refresh token stored locally (encrypted, no remote syncronization is done). You can proceed with login or simply close the app.

The next time (ever after days) you login with this user you are automatically provided a valid access token to enter in your ORG.

This authorization process occurs while setting up a new connection or when an App in no more authorized in your ORG.

To revoke an access token, jump to Setup > Users > select the user you want to revoke and go to the OAuth Connected Apps section:

Revoke each OAuth token issued (you can find multiple instances of the Connected App).

If you want to block the whole Salesforce ORGanizer Chrome Extension Connected App jump to Setup > Connected Apps OAuth Usage:

You can even remove the single user that are using it:

Automatic data backup

On the ORGanizer Chrome Extension’s Options page there is a new section:

The extension automagically saves a local copy of current ORGs and Accounts configuration every time you change a value from the Popup (or change encryption password).

You can set the maximum backup stack size (maximum is 100, minimum is 0) and download a specific backup.

Remember that the Reset all data! and Reset all local data! actions affect the backups aswell.

The bigger your ORGs and Accounts configuration is, the bigger is the local storage needed. Keep an eye on the new gauge on the SYNC/LOCAL QUOTA section:

Very Important Queries and Scripts (VIQ and VIS)

You can name queries and scripts you use often in the Very Important Queries and Very Important Scripts sections on the Quick Console.

V.I.Q.

V.I.S.

You can name a new query/script, select a saved one or delete one.

Remember that every query / script is only stored locally and affects the local storage limit seen in the previous chapter.

You can download a backup of all VIQs and VISs in the Options page:

Other improvements

The Quick Describe plugin’s search now filters objects based on key prefix:

The Options page now shows a link to the main site FAQ page and every section has a ? link to get some help.

Reset the Quick Console size and position (it can become too wide or can move outside the window if you are playing with Chrome’s window):

[Salesforce / Chrome Extension] The ORGanizer: the best Salesforce Chrome extension EVER!

TL;DR Download the ORGanizer Salesforce Chrome Extension

Have you ever got lost in your own browser between Salesforce tabs?

Have you ever lost a password?

Have you ever lost a page name / link?

Have you lost your mind using the Developer Console window?

If you have answered YES to the above questions, now it’s time to SAY NO!

A new Chrome Extension is out there to help you on your daily ORG management!

Download the ORGanizer Chrome Extension, reported to be
the best Salesforce Chrome Extension EVER!!!

Can’t wait?

Go to salesforce-organizer.enree.co and discover all its incredible features!

Never get lost in your own browser between Salesforce tabs

Never forget a password

Quickly and easily find all the links you need

Powerful tools inside every tab

Download now the ORGanizer Chrome extension from the Chrome Webstore!

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