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Salesforce quick access menu for free#

I look on my page and see the field, by quickly logging in as a different user I can see that the new field hasn’t been added to the sales profile.

An end user contacted me because they are not able to see a field on the Lead Page Layout.

For easy filtering, add additional List Views on the User page in Salesforce to add additional filtering capabilities in the extension.

The list is driven by the List Views on the User page in the Setup menu.

Clicking on the icon in Chrome brings up a menu on the screen with a list of users in your Org and a ‘Login’ button to the left of their name.Provides the ability to see what another user sees directly from the page you are on without having to navigate to ‘Manage Users’ via the Setup menu.This helps save time clicking through several pages of Custom Fields by filtering down the results through the Search Bar of using by the Object filter to narrow results. When I navigate to my Outbound Change Set and select Custom Field from the picklist I can use the search bar to search for the Field as well as filter by Object using the Type Filter drop down. I created several new Custom Fields in my Sandbox that need to be added to a Change Set to be pushed to Production.API Names display as well as Field Labels when editing Field Sets.Shows all components of a particular type on one page after choosing ‘Show All’ eliminating the need to click ‘Show More’ or ‘Next Page’ when searching components.Provides the ability to search and filter within component types to quickly identify needed components for a Change Set.The Change Set Assistant aids in the process of adding Components to Change Sets.If you are a Salesforce Admin the following Chrome extensions are my must-have picks for quick navigation and enhanced functionality across the platform, which will allow you to spend less time navigating the Salesforce Setup menu and more time enhancing Salesforce for your end users.īelow are five of my very favorite Chrome extensions next week come back to the blog for five more!

These extensions can be installed to your browser for free and with a click of a button. Google Chrome extensions provide powerful enhancements embedded directly into your Google Chrome browser. The Future of Diligence in Private Equity Portfolio Value Creation for Private Equity

Salesforce quick access menu for free#