Work With Salesforce Record Data and Metadata With Few Clicks

Latest Version

Version
0.0.10
Update
February 21, 2023
Size
50.11KiB
Developer
Category
Users
5,000+
Rating
4.8 ★
Manifest Version
2
Web Store Status
Languages Support
English
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Permissions
Tabs
ContextMenus
ClipboardWrite
ActiveTab
ClipboardRead
Cookies
Https://*.force.com/*
Https://*.salesforce.com/*
Https://*.cloudforce.com/*
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Salesforce Data/Metadata Utility Extension

This extension helps to work with Record Data and Metadata with few clicks to make you more productive. This is completely free so please rate and share feedback in REVIEW tab here as a token of appreciation.

Support:
Buy me a coffee: https://www.buymeacoffee.com/maninders

Demo 1: https://www.youtube.com/watch?v=5PRv5wOpJ_I
Demo 2: https://www.youtube.com/watch?v=NUeN5kw6DrQ
Demo 3: https://www.youtube.com/watch?v=Y_Q2jEDeiWg
Demo 4: https://www.youtube.com/watch?v=eCDstE79AAo

How to Use:
User can right click on any salesforce page (which has Salesforce
record id in the URL) or any link on that page (which has Salesforce record id in the URL) and use the context menu options detailed below.

After clicking on any option the user sees a notification appear for 2 seconds which is useful to know the result of the action. If there is no notification that means the context menu does not work on that page/link.

It has following context menu options:

1. Copy Record Id (15) : Watch Demo 1.Copy 15 digit Salesforce Record Ids from records and links to your clipboard.Keyboard shortcut : ALT + SHIFT + 5

2. Copy Record Id (18): Watch Demo 1.Copy 18 digit Salesforce Record Ids from records and links to your clipboard.Keyboard shortcut : ALT + SHIFT + 8

Option 1 and 2 can be used to Convert 15 digit Salesforce Id to 18 digit and viceversa.

3. Copy Classic URL: Watch Demo 1.Copy the Classic URL of the Record and links to the clipboard.Keyboard shortcut : ALT + SHIFT + C

4. Navigate to Copied Id: Watch Demo 1.Navigate to any record in Salesforce whose Record Id is copied (from any application) in clipboard.Keyboard shortcut : ALT + SHIFT + N

5. Open in LEX: Watch Demo 4.Open any Salesforce Record from Classic directly in Lightning (LEX) in a new tab to compare Classic and Lightning record view side by side. This option appears only when the user is in Classic page.

6. Export Picklist Values: Watch Demo 2.Exports all the picklist fields and its values (along with label,active and default attributes) of the record object to a csv file which downloads automatically with name .csv

7. Create SOQL: Watch Demo 2.Creates SOQL query from records and links with WHERE condition set to the record Id and options to SELECT following fields:
7.1 All Fields : All fields to which the current user has Read or Write access.
7.2 Custom Fields: All custom fields to which the current user has Read or Write access.
7.3 Editable Fields: All fields which have \"createable\" attribute as TRUE and to which the current user has Read or Write access.
7.4 Picklist Fields: All picklist fields to which the current user has Read or Write access.
7.5 Formula Fields: All formula fields to which the current user has Read or Write access.

8. Open in Classic : Watch Demo 4.Open any Salesforce Record from Lightning directly in Classic in a new tab maintaining the record context to compare Classic and Lightning record view side by side. This option appears only when the user is in Lightning page.

9. Count Records : Watch Demo 3.Counts the total no. of records of any list view (except for Recently viewed). The count and list view id is copied to clipboard and a notification appears for the same. This option is visible only in the List view page.

10. Record Access Reason?: navigates to the standard page which shows why the logged in user has access to the record and what level of access. This also copies the SOQL query to clipboard which can be run to check the level of record access. The user should have sharing access to the record to view the info else \"Insufficient Privileges\" error is shown. In this case you can use the SOQL query automatically copied to clipboard.

Reference for Record Access:
https://help.salesforce.com/articleView?id=viewing_which_users_have_access.htm&type=5
https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_userrecordaccess.htm


NOTE: For Options 6,7 and 9 the user should have API Enabled. This will get the results after the retrieval from Salesforce is done which can take few seconds to a minute to complete depending on the network connection. Wait for the user notification to appear before using any other option.

Shortcut keys:
For options 1 to 5 you can use the suggested keyboard shortcuts or set your own in extension settings.

<>
These are UI enhancements.

- In Reports the alternate rows are highlighted with different color for easy reading (in Lightning) and when the user hovers over the row, it is highlighted (Classic/Lightning).

Compatibility:
- Supported in Lightning
- Supported in Classic

* Thanks to Danny Summerlin for User Notification script and Enrico Murru for motivation and support.

* For reviews use the Review tab and for any feature request or issues either use the Support tab or send an email.

>> v0.0.9
- Added row highlighting for Reports.
>> v0.0.7
- Added \"Record Access Reason?\" option.
>> v0.0.5
- Added Count List View Records feature.
>> v0.0.4
- Added Open in Classic Option.
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "manifest_version": 2, "name": "Salesforce Data/Metadata Utility", "version": "0.0.10", "description": "Work With Salesforce Record Data and Metadata With Few Clicks", "author":{ "name":"Maninder Singh", "url":"https://www.buymeacoffee.com/maninders/" }, "homepage_url": "https://letmeautomate.wordpress.com/", "background": { "scripts": ["js/jquery.min.js","js/background.js","js/shared.js", "js/utils.js","js/constants.js"] },"content_scripts": [ { "matches": ["https://*.salesforce.com/*"], "js": ["js/jquery.min.js","js/contentscript.js"], "run_at": "document_end" }, { "all_frames": true, "css": [ "js/style.css" ], "matches": [ "*://*.salesforce.com/*00O*" ,"*://*.force.com/*00O*"], "exclude_globs": ["*/o/Report/home*","*salesforce.com/00O/o*"] } ], "page_action" : { "default_icon" : "img/easyaccess_128x128.png", "default_title" : "Salesforce Data/Metadata Utility" }, "permissions" : [ "tabs", "contextMenus", "clipboardWrite","activeTab", "clipboardRead", "cookies", "https://*.force.com/*", "https://*.salesforce.com/*", "https://*.cloudforce.com/*" ], "icons": { "128": "img/easyaccess_128x128.png" }, "commands": { "CallCopy15": { "description": "Copy the 15 Digit record ID", "suggested_key": { "default": "Alt+Shift+5" } }, "CallCopy18": { "description": "Copy the 18 Digit record ID", "suggested_key": { "default": "Alt+Shift+8" } }, "CallCopyClassicURL": { "description": "Copy Classic URL", "suggested_key": { "default": "Alt+Shift+C" } }, "CallNavigateToRecordId": { "description": "Navigate To record ID in new Tab", "suggested_key": { "default": "Alt+Shift+N" } }, "CallOpenInLEX": { "description": "Open in LEX" } }}
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How to download and manually install Salesforce Data/Metadata Utility extension for Chrome

Looking for a way to install Salesforce Data/Metadata Utility extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Salesforce Data/Metadata Utility extensions manually, this article outlines two simple methods to effortlessly install Salesforce Data/Metadata Utility extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Salesforce Data/Metadata Utility extension and manually install through Drag &Drop

If you ever need to manually install a Salesforce Data/Metadata Utility extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Salesforce Data/Metadata Utility Extension by clicking the "Download CRX" button on the website.

Look for the Salesforce Data/Metadata Utility extension you wish to install. Go to the website and download the Salesforce Data/Metadata Utility extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Salesforce Data/Metadata Utility extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Salesforce Data/Metadata Utility extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Salesforce Data/Metadata Utility extension for Chrome and install in Developer Mode

This is another method to install Salesforce Data/Metadata Utility extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Salesforce Data/Metadata Utility extension file

Select and download the Salesforce Data/Metadata Utility extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Salesforce Data/Metadata Utility extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Salesforce Data/Metadata Utility extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Salesforce Data/Metadata Utility extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Salesforce Data/Metadata Utility extension in 2 ways. We hope this guide proves helpful.

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User reviews

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Maxie (ID: 000000f5e5ea14ee) Voted 5 ★ - Updated 10/05/2023 This helped me so much to export fields with picklist values. It saves time so much! <3 Thank you!

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Matthew Huston (ID: 0000001d30d55086) Voted 3 ★ - Updated 04/21/2022 It doesn't properly copy the classic url. It copies a lightning one instead.

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brendan newman (ID: 000000ff1ec8955c) Voted 5 ★ - Updated 02/14/2022 Love it - had been looking for an easy way to switch between LEX/Classic and this nails it; other features are useful as well. Keep up the good work.

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Vishwanath M (ID: 000000d5420618fc) Voted 5 ★ - Updated 09/07/2021 Fastest way to extract picklist values

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Lauren Russell (ID: 0000000886daa8b6) Voted 5 ★ - Updated 02/05/2020 Awesome tool, I was looking for something to easily export picklist values and this does that plus a lot of other useful functions. One question, does the picklist export work on activities? I haven't been able to figure that out, all other objects working well!