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  • Writer's pictureJordan Nelson

#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.

Enjoy 😎


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 ↓

“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:

  • Auto-formatting

  • Counts parentheses

  • 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)

Price: $0.00



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.

Price: $0.00



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:

  1. Interact (browse, click, type) on a website

  2. iorad identifies every action you take

  3. 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.

Price: $0.00



Do almost everything I just mentioned with this one tool. Tools it can replace:

  • Colored favicons

  • Salesforce inspector

  • 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.

Price: $0.00




That’s all for this week. 1 simple salesforce tip to grow your career.

If you’re not getting value out of these tips, please consider unsubscribing.

I won’t mind so no hard feelings if you do.

However, if you are enjoying this newsletter I’d really appreciate you sharing this week’s article with 1 person that could benefit from it.

See you next week!

Jordan

P.S. Whenever you’re ready, there are 3 ways I can help you

  1. Want a plan to learn Salesforce? Course here

  2. Want a plan to create better content? Book here

  3. Want a plan to improve your LinkedIn profile? Book here


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