Salesforce Toolkit

Running your org isn’t easy, but with the right tools in your toolkit (or utility belt), you can streamline your process and shine like the #AwesomeAdmin you are.  Here you will find apps, extensions, add-ins, generators, and other tools to  help you do just that, increase productivity, automate workflow, and simplify tasks associated with org management.

Salesforce Apps

Octopus by Astrea Logo

Octopus is an amazing Salesforce app for documentation. One click and you have your workflow rules, actions, validation rules, fields with picklist values, and more. Read this post to find out the features and example use cases.

AppExchange_Banner_CongaComposer

Conga Composer is a great app to help you automate the creation do documents with your Salesforce data, things like quotes, invoices, etc, shortening your sales cycle and decreasing errors. Not only is it an amazing app, but a great company that really cares about the success of their customers. A great bonus for busy admin.

The Object Metadata Snapshot is a great, free way to start documenting your org. Learn what it does, how to use it, the pros & cons in this post.

Etheros EasyDescribe

I love this guy, Etheros EasyDescribe is a must have when it comes to documentation.

Extensions

Salesforce Inspector Menu

I love, love, love it! I love the Salesforce Inspector, I use it multiple times a day every single day, you can find the field requirements, field type, API names, export data, import data, and everyone loves to play with the REST explorer to see how everything is connected.

LoginAs BETA

LoginAs is my best friend throughout the day. It save me clicks & frustration. I don’t like going to find a user to login as them, even if I just search with the global search, LoginAs lets me select the user I want to LoginAs, debug, or both, from any page in SF. It’s fab.

Advanced Code Searcher

Sometimes you know the Apex Class or Visualforce page you need to go to, but to get there, ugg, Click Setup, Click Develop, Click Apex Classes, Letter S, Next Page, Next Page, Next Page, AHHH. Freakin’ can drive a dev or admin nuts, seriously.

diigo

Diigo is the best idea since popcorn. What it does: According to the Diigo “About” page: “Diigo is a multi-tool for personal knowledge management dramatically improve your workflow and productivity easy and intuitive, yet versatile and powerful.” Which is true, but it does not give Diigo enough credit

screenshot

COMING SOON

IDE Guides for AWESOMEADMIN

 

 


Other blogs’ posts about Tools:

What is Ant & how to use it, written for Admins!

What is Ant & how to use it, written for Admins!

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