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Guides

Watch it in action

Video guides to every part of ORGanizer, and what the community says of it. For the written reference, see the documentation.

Video guides

One video for each part of ORGanizer, as it is today.

Logins

Quick login on the Salesforce login page

Quick login signs you in from the Salesforce login page itself: type the first letters of a saved login in the username field, pick it, and ORGanizer fills in the username and the password. Where to turn it on or off in the Options.

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Encrypt your saved passwords, with a passkey

Protect the Salesforce passwords ORGanizer saves: turn on encryption with a password only you know, see how Keep unlocked works, and unlock with a passkey (Touch ID, Windows Hello, your phone or a security key). Then the login while ORGanizer is locked, from the popup and from quick login.

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Quick login on the Salesforce email login

Salesforce is moving its logins to an email first page: your email, then the environment, then the password. Set the Login email of a saved login, and ORGanizer's quick login does the rest on Log In with Email: it fills in the email, waits for your verification code, opens the right environment and fills in the password.

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Around your orgs

Switch between your Salesforce orgs

Working on many Salesforce orgs at once? The ORGs tab of ORGanizer lists the orgs you are logged into, opens their Home, Setup or Developer Console in a click, and gives each one a label and a colour that show in the browser tab. Then the ORGs tab of the Options, to manage every org you configured.

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The ORGanizer button on every Salesforce page

On every Salesforce page ORGanizer adds a button of its own: Quick Links, Profiles Chamber, Access Lens, Health Monitor, Quick Console, the community and the Options, one click away. See its quick menu, how to drag it along the edge of the page, and where to dock it in the Options.

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Quick Links: any Salesforce page in a few keystrokes

Quick Links takes you to any Salesforce page in a few keystrokes: setup pages, objects and their setup, global search, metadata search, your history and links of your own. Learn the shortcut and the commands, save a page with @add, and manage your links in the Options, for one org or for every org.

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Developer and admin tools

The Quick Console: developer tools on any Salesforce page

The Quick Console is a developer toolbox that opens on top of any Salesforce page. Every tool, one after the other: Home and the org limits, Quick Query (SOQL, SOSL, Tooling API), Execute Anonymous, SObject Fields, Quick ORG Describe, Replace API Names, Convert SF Id, Login As and Field Usage, then the console in a tab of its own.

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A code editor for Salesforce formulas

ORGanizer turns Salesforce's formula boxes (formula fields, validation rules) into a code editor: line numbers, matching brackets, the cursor's line and column, Control+Space for the formula functions with their syntax and description, indentation and resizing. Everything goes back into Salesforce's own box: Check Syntax and Save work as always.

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The Change Set Helper: packages and change sets, quicker

The Change Set Helper makes Salesforce packages and change sets quicker to build: a components manager with a search to add or remove components in bulk, templates to reuse a list of components (create, add, compare, export as CSV), and a download of the whole package. Shown on a package; it works the same on outbound change sets, in a sandbox.

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The Field History Helper: what to track in Salesforce

Before you choose which fields to track, the Field History Helper shows how much each field is used and how often it changes, on Salesforce's Set History Tracking page: the tracking meter, coverage, distinct values and history changes per field, with exact aggregate counts and no record downloaded. Then the same usage analysis in the Quick Console's Field Usage tab, on any page.

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Access Lens: who can do what in Salesforce, and why

Access Lens answers the questions behind every Salesforce permission: what a user can do and through which profile, permission set or permission set group, how two profiles or permission sets differ, and who grants a given permission, with how many active users each one reaches.

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The Health Monitor: your Salesforce org health in one dashboard

The Health Monitor checks the health of a Salesforce org in one dashboard: limits, storage, security, code, automation, licences and more. It asks before it queries the org, sums everything up in one score with its sub-scores, saves the analysis in your browser, prints a report or exports a ZIP, and explains every number in its Methodology.

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Options, PRO and the community

The Options page: quota, permissions, shortcuts and features

A tour of four tabs of the ORGanizer Options: Quota (your licence, sync and local storage, API usage), Permissions (the Salesforce domains ORGanizer may reach, granted and revoked), Shortcuts (every keyboard shortcut, and how to change one) and Features (every feature switched on or off, dark mode included).

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PRO with your ORGanizer account

With an ORGanizer account, PRO comes with your sign-in: no license key to type on each device, and every device of your licenses listed on the site. Sign in from Options, Pro, pick one of your licenses on the ORGanizer site, and the device uses it.

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The ORGanizer community, in your browser

The ORGanizer community opens right inside the extension, in the browser's side panel, signed in with your ORGanizer account: ideas for ORGanizer to propose and vote on, Salesforce news to discuss, polls and surveys, and your notifications. Its contents change often: what you find there may differ from this video.

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Community reviews

These reviews predate version 1.0 and show screens that have since changed. The video guides and the documentation are the up-to-date reference.

Reviewed by Ike Wagh

The best Salesforce extension ever?

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Tutorial by Doug Dunfee

Highlights of the main admin features.

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Tutorial by Canal Salesforce Brasil

All the ORGanizer awesomeness, in Portuguese.

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Reviewed by Spaghetti Salesforce

All the ORGanizer awesomeness, in Italian.

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