People often ask me what are the most common apps/tools/websites I use while implementing a project.
Here is a list of several free resources I use on a regular basis:
1. Declarative Lookup Rollup Summaries (DLRS)
What it does:
– Allows you to declaratively create rollups using lookup relationships (which is not possible natively)
– You can add filter criteria
– It can perform operations as first, last, min, max, count, and concatenate
-These rollups can be executed in real-time or scheduled
– FYI, I call it “Dolores”
What it does:
– Allows you quickly create many fields from a single screen
– As a result, it significantly speeds up field creation
– There are some caveats, such as you cannot create a lookup or master-detail relationship
3. Field Level Security Editor
What it does:
– Allows you to set the field level permissions for fields across profiles
– Imagine you want to set 10 fields to be read-only for 5 profiles. Using the Salesforce UI, this would a tedious process
3. Flow add-ons from UnofficialSF
What it does:
– Lots of useful add-ons for flows
– Something to consider: these are open-sourced, but are quite stable and well supported
– Interesting note: some of the more mature add-ons get promoted as native features (such as the upcoming datatable)
4. Salesforce DevTools (Chrome plugin)
What it does:
– Allows you to export all field definitions for any object
– This allows you to see the metadata details for all fields, including list of values for picklists and the formulas for formula fields
Which free resources do you commonly use?