Salesforce Inspector: CAS Come and See Video

by | Sep 30, 2022 | Managing Salesforce User Adoption, Salesforce Lightning, User Adoption | 0 comments

Salesforce Inspector: CAS Come and See Video

Salesforce data can be challenging to view or work with in listviews or directly in records. Join Cheyenne from Cloud Adoption Solutions as she shows you an easy Chrome extension that allows you to do just that!

…and while you’re here: if you’re having Salesforce user adoption challenges, we have a brand new guide that takes you step by step through the principles of teaching adults technology, and drives you to develop a plan for implementation. It’s got room for you to make your own plan – check it out: https://cloudadoption.solutions/teach…

Contact us with your Salesforce challenges at info@cloudadoption.solutions – we love to help!

Cloud Adoption Solutions is a 100% woman-owned registered Salesforce partner, specializing in implementation, integration, and optimization for Technology, Healthcare/ Life Sciences, and Financial Services/ Professional Services organizations in the small and mid-commercial sectors.

 

VIDEO TRANSCRIPT:

Cheyenne Carpenter  00:10

Hi, this is Cheyenne from Cloud Adoption Solutions, and I’m here to show you how to export data from your Salesforce org with the free Chrome extension Salesforce Inspector. This is a productivity tool for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI.

 

Cheyenne Carpenter  00:26

Once you’ve installed the extension and you’re logged into your org, it will be visible as a small translucent arrow inside of a blue box on the upper right corner of your screen. From here open inspector and then click the Data Export button. In the query editor, enter your query according to the data you wish to export.

 

Cheyenne Carpenter  00:49

Salesforce Inspector is pretty cool because it will auto populate fields in a list below the query editor once you enter the name of the object. In this instance, we’re just going to export the ID name and email address from the contact object. Click the Export button, and your results will populate under the query editor.

 

Cheyenne Carpenter  1:14

The buttons above the results will allow you to copy the format that you need. Here we’ll use an Excel format and paste it into Google Sheet. Thanks for watching!

 

 

 

SUMMARY KEYWORDS:
export, salesforce, data, query, here, inspector, editor, org, extension, once

 

 

 

Submit a Comment