Documentation

Learn how to use all the features of SFOS Chrome Extension.

Quick Start

Install the extension and start boosting your productivity.

Add to Chrome

On This Page

InstallationSmart SearchMetadata ToolsAccess AnalysisOrg InsightsDeveloper ToolsData OperationsHierarchy VisualizationWorkflow AutomationKeyboard Shortcuts

Installation

Installing SFOS Chrome Extension

1. Visit the [Chrome Web Store](https://chromewebstore.google.com/detail/ahkkeeokeiiiplbnopijhoapbpbcjbbe)

2. Click "Add to Chrome"

3. Confirm the installation when prompted

4. The SFOS icon will appear in your browser toolbar

Requirements:

  • Google Chrome, Microsoft Edge, Brave, or Arc browser
  • Any Salesforce org (Production, Sandbox, Developer, or Scratch)

    • First Time Setup:

    No additional setup is required. Simply navigate to any Salesforce org, and SFOS will automatically detect and activate.

    Metadata Tools

    Metadata Exploration

    Access detailed metadata information for any object in your org.

    Features:

  • **Object Explorer**: View all fields, relationships, and settings
  • **Field Dependencies**: See formula dependencies and field usage
  • **Picklist Values**: View and analyze picklist options
  • **Record Types**: Explore record type configurations

    • How to Access:

    1. Navigate to any Salesforce object

    2. Click the SFOS icon

    3. Select "Metadata" tab

    4. Browse available metadata categories

    Access Analysis

    Security & Access Analysis

    Visualize and debug permission sets, profiles, and field-level security.

    Features:

  • **Permission Set Viewer**: See all permissions in a permission set
  • **Profile Analyzer**: Analyze object and field permissions
  • **FLS Checker**: Check field-level security across profiles
  • **User Access Report**: See what a specific user can access

    • Use Cases:

  • Debug "insufficient privileges" errors
  • Audit user access before changes
  • Compare permissions across profiles
  • Identify over-permissioned users

    • Org Insights

    Organization Information

    Get instant visibility into your Salesforce org's configuration and limits.

    Available Information:

  • **Org Details**: Name, ID, instance, edition
  • **Limits**: API calls, storage, records
  • **Session Info**: Current user, session timeout
  • **Features**: Enabled features and licenses

    • Accessing Org Insights:

    1. Click the SFOS icon on any Salesforce page

    2. Select the "Org" tab

    3. View real-time org information

    Developer Tools

    Developer Utilities

    Essential tools for Salesforce developers.

    Query Builder:

  • Build SOQL queries visually
  • Auto-complete for fields and objects
  • Execute queries and view results
  • Export results to CSV

    • Record Inspector:

  • View all fields on any record
  • See field values and metadata
  • Copy field values easily
  • Navigate to related records

    • Debug Console:

  • View debug logs
  • Filter by category
  • Search log content

    • Data Operations

    Data Management

    Generate test data and perform bulk operations.

    Test Data Generation:

  • Generate realistic fake data
  • Customizable field mappings
  • Batch record creation
  • Maintain relationships

    • Bulk Operations:

  • Update multiple records
  • Delete records safely
  • Export data to CSV
  • Import from CSV

    • Safety Features:

  • Preview before execution
  • Undo recent operations
  • Audit trail of changes

    • Hierarchy Visualization

    Record Relationships

    Visualize record hierarchies and relationships.

    Features:

  • **Relation Tree**: See parent/child relationships
  • **Hierarchy View**: Navigate account/user hierarchies
  • **Reference Map**: View all related records
  • **Impact Analysis**: See what depends on a record

    • How to Use:

    1. Navigate to any record in Salesforce

    2. Click the SFOS icon

    3. Select "Relations" tab

    4. Explore the visual hierarchy

    Workflow Automation

    Quick Actions & Shortcuts

    Automate repetitive tasks and create custom shortcuts.

    Features:

  • **Bookmarks**: Save frequently accessed pages
  • **Quick Actions**: One-click operations
  • **Custom Shortcuts**: Define your own workflows
  • **Cross-Org Switching**: Jump between orgs instantly

    • Setting Up Shortcuts:

    1. Go to SFOS Settings

    2. Select "Shortcuts" tab

    3. Click "Add Shortcut"

    4. Configure your action

    Keyboard Shortcuts

    Keyboard Reference

    Speed up your workflow with keyboard shortcuts.

    |----------|--------|

    Customizing Shortcuts:

    You can customize these shortcuts in SFOS Settings > Keyboard.

    ShortcutAction
    Cmd/Ctrl + KOpen Smart Search
    Cmd/Ctrl + Shift + OOpen Org Switcher
    Cmd/Ctrl + Shift + MToggle Metadata Panel
    Cmd/Ctrl + Shift + RRefresh Current View
    EscClose Panel/Dialog