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Salesforce Toolkit


By: Radha

Overview of Salesforce Toolkit: 

We have a few productive tools that make the life easier for Salesforce Administrator and Consultant. Salesforce Tool Kit is one of those tools. Everything is simple in Salesforce but certain jobs are time consuming like creating more than 100 fields at a time, activating and deactivating the large number of workflow and validation rules. With Salesforce Tool Kit, these kinds of tasks become a lot easier.

The Salesforce Toolkit is a collection of Heroku hosted applications that support various Salesforce processes and tasks. It gives the succour for common consulting processes and tasks – from diagnosing your org, comparing environments to activate and deactivate the Salesforce components. Salesforce Toolkit is fully open source. It is accessed in cloud by using the link http://sftoolkit.co/.

It contains following Applications,

  1. Org Doctor
  2. Org Compare
  3. Data Compare
  4. Switch
  5. Schema Lister
  6. Field Creator
  7. Package Builder

Org Doctor: 

Org Doctor analyses the Salesforce Org and presents a report based on the best-practices and any trouble areas that may need get address. It’s useful for high-level health-checks, analysis of how to improve performance and general maintenance overheads for your Org. It used to easily monitor your Orgs very often.

We need the system administration permission to pull metrics document.

Step 1:

  • From Salesforce Tool Kit page, click on “Org Doctor” link

Step 2:

  • Check “I am a Salesforce Administrator” checkbox and choose the “check my Production Org or check my Sandbox Org” option form the picklist values.
  • Click the “SIGN IN WITH SALESFORCE” button.

Step 3:

  • Enter your “Username and Password” of Salesforce Org and click on “Log In” button.

Step: 4

  1. Finally, the high-level health-checks report sent to your e-mail.
  2. The health check report contains various section and each section will have the percentage of best practices followed.
  3. The generated result will be highlighted in “Green, Yellow and Red” color.
  4. Green indicates that greater than 75% of best practices followed in Org.
  5. Yellow indicates the 33% to 75% of best practices followed in Org.
  6. Red indicates that lesser than 33% of best practices followed in Org.

Org compare: 

Org compare tool uses the Salesforce “Tooling API” or “Metadata API” (user selection) to compare metadata between “Two Orgs” or “Two environments”. It compares the metadata of “Two Orgs” or “Two environments” and presents the differences. It’s very useful for ‘pre-deployment’ change-set and package setup, as well as ‘post-deployment’ validation.

We need the system administrator permission on both the Orgs to use this application.

Step: 1 

  • From Salesforce Tool Kit page, click on “Org Compare” link.

Step: 2 

  1. Select the appropriate values in “Org One” and “Org Two” field (Production or Sandbox).
  2. Click on the Login button in Org One and enter your “Username and Password” and click on login button.
  3. Click the Login button in Org Two and enter your “Username and Password” and click login button.

Step: 3 

  • Click the “Compare Orgs” button, before select the “Metadata API or Tooling API” in drop down.

Metadata API: 

  • The “Metadata API” is slower but returns the full set of queryable metadata for your Org. Use the “Metadata API” if there are components not contained in the “Tooling API” that we would like to compare. This should be used if we want a true full comparison between two Orgs.

Tooling API: 

  • The “Tooling API” is much faster in querying the metadata and will return the org compare results a lot faster. However, the “Tooling API” currently only supports code-based metadata, so is limited to the following types of metadata.

The “Metadata API” is limited to 5,000 files retrieved in a single call.

Step: 4 

  • Select the “Show All Components” option in picklist and click on any component you want to compare (Ex: appMenus)