Work With Salesforce Record Data and Metadata With Few Clicks
Salesforce Data/Metadata Utility Extension
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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
Source Manifest.json
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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