Previously, we showed how to migrate data using Dataloader IO , in this article we will introduce You to a completely free browser plugin – Salesforce Inspector.
Plugin link for Chrome (It is also available for other browsers):
It is a very good tool for people managing salesforce organization, but not only. The simplicity of the program’s operation means that each user can easily download, edit and upload data to the Salesforce platform.
Salesforce Inspector is based on the use of SOQL language. At first glance, it may seem quite complicated, but it is very intuitive to use and requires little effort to learn the language, it can be used by practically everyone.
Now let’s move on to presenting the details and basics of using Salesforce Inspector. If we have installed the browser plugin, after logging in to Salesforce, we will notice a transparent arrow on the right side of the screen (marked with an arrow in the image below).
Clicking on it will expand the Salesforce Inspector menu. Depending on whether we have an open record or not, details about the record such as name or ID are visible and the Show All Data option (1) is displayed. Below we have the possible functions to use such as Export, Data Import or checking the limits of our Organization.
Let’s check how the Show All Data option works …
We are transferred to the view with all the fields in the given record. We can search for individual phrases using the search engine (1) and edit individual fields by double-clicking on a given value. In the upper right corner we have buttons with which we can perform actions related to the record (3). On the left side (4) there is a button that allows you to return to the home page of the Organization.
However, let’s go back to point (3) and select View record in Salesforce from the drop-down list…
… We are back on the record and open the Salesforce Inspector again, but this time selecting the Export Data option. We moved to the view as in the image below and in the section marked (1), enter the value as shown in the photo.
When translating, we select the fields ID, Name and the associated Name from the Account object, then specify the object from which we will retrieve data.
We click Export (3) and we will get a list (2) of all records from the Contact object with the values in the fields we selected above.
The obtained list can be copied in the selected format and pasted to any program that supports the given format for further work.
The Import function works in a similar way, where we paste the copied data from the text editor and we can upload them to the appropriate object.
If you have any questions regarding the export and import of data in Salesforce, please contact us via the form on the website or our social media:
The ME PL Team