While working as a Salesforce Admin, most of my daily work is related to records, fields, and page layouts. Many times, I need to check the API name of a field or understand why a field is not visible or editable to a user.
Usually, I have to go to setup, then open the object manager to find the object and check its fields and page layouts. If I need to check user access, I use Quick Find to search for profiles or users and then open them to verify field permissions.
Then I got to know about Salesforce Inspector. After installing Salesforce Inspector in my Salesforce org, my work became much easier. I can see field API names directly on the record page and quickly understand field details without navigating to setup pages.
In this article, we will learn about how to install and use Salesforce Inspector for your org.
What is Salesforce Inspector?
Salesforce Inspector is a free browser extension that helps Salesforce Admins and Developers. It adds extra tools directly inside Salesforce, so you do not need to go to Setup again and again. It is used to quickly check data, fields, and permissions.
Using Salesforce Inspector, we can see the field’s API names directly on a record page. This is very helpful when creating flows, validation rules, or writing SOQL queries.
We can also quickly check field details, object information, and record IDs without opening Object Manager.
There are various uses of Salesforce Inspector, and below are some key features of it:
- Field Details: When we need to access field details for any object, we can retrieve them using Salesforce Inspector without writing any SOQL query, and it allows users to view all field values for a record.
- Data Import/Export: The import and export of data is simplified with Salesforce Inspector, which lets us export/import data from Salesforce to external files such as .csv or .xlsx, and do so very efficiently. We can also export/import data using a data loader, but using Salesforce Inspector is more efficient for small datasets.
- Edit Data: We can also edit the data for values, records, page layouts, and fields using Salesforce Inspector.
Install and Use Salesforce Inspector For Your Org
Below, I will explain how to install the Salesforce Inspector and use it in a Salesforce org.
- Open your browser and search for the Salesforce Inspector. Then, in the search results, click Salesforce Inspector, and in the next window, click the Add to Chrome button, as shown in the picture below.
- As we click on “Add to Chrome,” a pop-up window will appear, where we click the “Add extension ” button.
Now we have added Salesforce Inspector as a Chrome extension, and it can be accessed by logging into Salesforce in Chrome.
After installing Salesforce Inspector as a Chrome extension, we will discuss how to use this tool in the Salesforce org. We will perform the following operations using Salesforce Inspector.
- View and Edit values, records, fields, and page layouts with Salesforce Inspector.
- Export data with Salesforce Inspector.
- Navigate the user with Salesforce Inspector.
Now, log in to your Salesforce org in browser and follow the steps below.
- First, we will view and edit the Accounts records using the Salesforce Inspector. In the Sales application, click on the Accounts tab.
- In the Accounts window, select an account to view and edit data. I have chosen an account, Burlington Textiles Corp of America, to view and edit it with the Salesforce Inspector.
- Now open the Salesforce Inspector by clicking on the arrow on the upper side of the screen. As we click on that arrow, Salesforce Inspector will open, and in the dropdown, select the option Show all data.
- In this window, we can view all the records related to this account, and from here we can Edit, Delete, Clone, and Export data of the records. Now I will show you how we can edit the data, and for that, click on the Edit button at the top.
- In this Account, the Billing City was Seattle, and I have changed it to Austin. After making changes, click on the Save button.
- After editing the data, I will show how to export it. First, click on the Export button at the top.
- In this step, we have to enter the SOQL query in the text area.
select Id, "Account field" from AccountI need the records for the Number of employees, so I entered the query as SELECT Id, NumberOfEmployees from Account, and then clicked on Export.
- When we click the Export button, it generates a record of the data you selected. Now we can see three file formats to copy these records.
- In this case, I have selected the Excel format, so I will click Copy (Excel format), then open an Excel file and paste these details there.
After pasting these details into an Excel file, we can save that file externally.
After editing and exporting, we will discuss the most important feature in the next step that Salesforce Inspector provides: the ability to navigate to users. This feature is very helpful when an org has more than 1,000 to 1,200 users.
- Now go back to the Account or Setup page, click the arrow button to open the Salesforce Inspector, select Users from the dropdown, enter the user name you want to navigate to, and then click Profile Info.
- After selecting the profile, click on the Details button.
- The user profile details window will appear on the screen as we click on Details.
We have successfully viewed, edited, exported data, and navigated users with the Salesforce Inspector in Salesforce.
Conclusion
In this Salesforce tutorial, we learned how to install or add the Salesforce Inspector. Later, we discussed the properties and functionalities of Salesforce Inspector.
We also viewed, edited, and exported records using Salesforce Inspector, and at the end, we learned how to navigate users with it.
You may like to read:
- Whitelist IP addresses in Salesforce
- How to Find Salesforce Org ID
- Expire Password For Users in Salesforce
- Install Salesforce Data Loader for Windows
- Export Salesforce Users Data With Data Loader
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
