08 Nov Workbench : Admin’s Best Friend
Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with Salesforce.com organizations via the Force.com APIs. Workbench includes robust support for the Force.com Partner, Bulk, Rest, Streaming, Metadata, and Apex APIs that allows users to describe, query, manipulate, and migrate both data and metadata in Salesforce.com organizations directly in their web browser with a simple and intuitive user interface.
- Login to Workbench. Select the Environment sandbox or Production (developer) org.
- After you log in, you will see a page that allows you to jump to a different option.These different options can solve some of the questions asked below:
HOW MANY TIMES HAS EACH OF OUR EMAIL TEMPLATES BEEN USED?
After you are logged in, go to SOQL Query and select EmailTemplate from the object list.
In the next screen, you can set up your query:
- Select the fields you want to be displayed in the results.
- Select how to display the results – for a quick query, selecting List will display the results on the page. To update or analyze a large set of data, select Bulk CSV to have a downloadable file.
- To sort by one field, you can do that as well . For this example, to sort by TimesUsed, will make it easier to see the rarely-used templates.
- You can add filters to your query , for email templates select IsActive and set it to true.
- Click Query.
SOMEONE DELETED AN OPPORTUNITY, BUT WE DON’T KNOW WHO, AND WE NEED IT BACK.
Yes, this is a real question. You can search your org’s recycle bin for deleted records, but will be limited by the fields available in search results. And if there are too many to look through, it will take a really long time.
Just like the above example, start with a SOQL query, this time on the object that you want to find. The concept is the same for deleted records, with a couple of key differences:
- Make sure to pull in “Last Modified By” to find out who deleted it.
- Include deleted records.
- Add a filter to pull only deleted records into your query results (IsDeleted = true– which you cannot pull into a Salesforce report).
Other examples of useful SOQL queries in Workbench:
- Frozen or locked out users (object: UserLogin, filter: IsFrozen = true or IsPasswordLocked = true).
- Users with Knowledge licenses (object: User, filter: UserPermissionsKnowledgeUser = true).
- Who created a report folder or a dashboard folder (object: Folder, and include the CreatedById field).
IS THERE A QUICK WAY TO FIND OUT HOW MANY APEX CLASSES/INSTALLED PACKAGES/SHARING RULES WE HAVE?
There are two ways to do this: 1) you can go to Setup and manually count these things, or 2) you can go into Workbench and have all of those numbers in a few seconds!
Just like the previous example, you start at the Metadata Types & Components page. Then select what you want to see to display the totals .
For some metadata types, the number of components will show you the number of objects
How to ASSIGN A SPECIFIC PASSWORD TO A USER?
Setting or resetting a password is the easiest thing to do in Workbench. You can access Password Management from the Utilities menu:
Then, simply provide the User ID and the Password you want to give them. You can also reset their password by selecting the “Reset” option rather than “Set” – you only need the User ID.
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