#17 - Automate Salesforce (by using 4 free tools)
Welcome to the 101 new subscribers who joined this week!
1 actionable tip to grow your salesforce career.
Today’s issue will take about 3 mins to read.
It’s nearly impossible to work efficiently if you don’t focus on productivity. And one of the best ways to increase productivity is with high-quality google extensions.
I should know. I’ve spent the last 4 years tinkering with ones that were both pointless and life-changing.
So here are my 5 favorite tools to simplify your work life.
Let’s get it ↓
Enhanced Formula Editor
“Work smarter, not harder” makes me think of this tool.
This tool turns your formulas into a visual code studio, making it 10X easier to get your formula right on the first attempt.
Why I use it:
Color codes functions
It’s great for juniors who are learning and seasoned admins who want some better visualization. This one has been in my tool belt for 3 years now.
Price: $20 / year (and 100% worth it)
With 300,000 downloads, this one should be a staple in your lineup.
Inspector sits as a tab on your screen that will give you quick access to metadata directly from the Salesforce user interface.
Why I use it:
Verify record types
Run SOQL queries
View all record data (even if it’s not on my page layout)
Never make an accidental change in production again.
It’s the middle of the day and you have 30+ tabs on your screen. Instead of guessing which one are production or sandboxes, this color codes them.
How I use it:
Production = Green
Fullcopy = Yellow
Sandbox = Red
No guess to be made. Quickly look at the color of the tab and you’ll know what environment you are in. Simple but very effective.
Build more, talk less.
I love this extension because it allows me to record my screen and then like magic turns my steps taken into a step-by-step tutorial for me to share.
How it works:
Interact (browse, click, type) on a website
iorad identifies every action you take
Then creates a step-by-step tutorial for you
If you find yourself doing a lot of documentation throughout your day, this will cut countless hours out of your work day.
Do almost everything I just mentioned with this one tool. Tools it can replace:
Enhanced formula editor
So, why did I share the others?
Although it can do everything I don’t find the features as powerful as the stand alone tools I mentioned above BUT a great “all in one” option.
To fully maximize the tool, check their guide.
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