SALESFORCE
TOOLS
SPEED RUN
TOOL TYPES
• Underlying APIs
• SOQL Tools
• Documentation Tools
• IDEs
• Data Management
• Release Management
• Code Quality
• Chrome Plugins
• Official Tools
UNDERLYING
APIS
METADATA API
(REALLY THE ‘DEPLOYMENT’ API)
• https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/
• Use Metadata API to retrieve, deploy, create, update or delete customization information, such
as custom object definitions and page layouts, for your organization.This API is intended for
managing customizations and for building tools that can manage the metadata model, not the
data itself.To create, retrieve, update or delete records, such as accounts or leads, use
data SOAP APIor REST API.
TOOLING API
(REALLY THE ‘METADATA API’)
• https://developer.salesforce.com/docs/atlas.en-us.api_tooling.meta/api_tooling/
• Tooling API provides SOAP and REST interfaces that allow you to build custom development
tools for Force.com applications.
• For example, you can
– Add features and functionality to your existing Force.com tools.
– Build dynamic modules for Force.com development into your enterprise integration tools.
– Build specialized development tools for a specific application or service.
SOQL TOOLS
FUSEIT SFDC EXPLORER
• http://www.fuseit.com/en/Solutions/SFDC-Explorer.aspx
• Create SOQL queries that can be run against Salesforce objects
• Expose the Salesforce database schema
• Identify each object's lookup and master-detail relationships
• Find Salesforce entities
• Quickly run Apex tests
• Select and generate Apex methods and test methods from any WSDL
• Download data exports to your server directly or via a scheduled task using a command line executable
• Use the WSDL Parser to generate Apex classes and test classes with code coverage for a WSDL from a local file or directly from a
URL
• Desktop, Windows, Free
CLOUDDINGO STUDIO
• http://www.symphonicsource.com/cloudingo-studio/
• Cloudingo Studio is a new Windows based database explorer for Force.com.You can browse
your Salesforce schema, search custom objects and fields and build/test your own SOQL
queries. In addition, the Cloudingo Team has extended SOQL in SOQL+ so that it performs
more like SQL. Ever just wished you could do a SELECT * FROM ACCOUNTS in SOQL –
now you can.
• Desktop, Windows, Free
FORCE.COM EXPLORER
• https://developer.salesforce.com/page/ForceExplorer
• This handy tool lets you browse your database schema, custom objects and fields, and build
and test SOQL queries. It can also generate a simple schema report.
• Desktop, Adobe Air, Free
SOQL QUERY TOOL
• http://appirio.com/category/tech-blog/2009/03/soql-query-tool/
• The Appirio SOQL Query tool is an open source Visualforce SOQL query engine that allows
you to run SOQL queries right from w/in your org. It displays the results in a grid below the
input field and allows for sorting and other basic features.
• Free, Unmanaged Package
RAZERSQL
• http://razorsql.com/features/salesforce_database_query_tool.html
• A visual Salesforce Edit Table Tool for visually editing Salesforce tables in a spreadsheet format
• A Salesforce Import Tool for importing data into Salesforce tables from various formats such as
delimited files, Excel spreadsheets, and SQL scripts
• A Salesforce Export Tool for exporting data from Salesforce tables in various formats such as
delimited files, Excel spreadsheets, HTML, XML, SQL insert statements, and text.
• Desktop, Mac/Win/Linux, $99
SOQLXPLORER
• http://www.pocketsoap.com/osx/soqlx/
• You can explore the object & field describes results, build & run SOQL queries, edit data, run
apex code, it even do syntax highlighting on the query as you edit it along with a graphical
schema explorer.
• Mac, Free
DOCUMENTATIO
N TOOLS
APEX DOC
• https://github.com/SalesforceFoundation/ApexDoc
• ApexDoc is a java app that you can use to document your Salesforce Apex classes. You tell
ApexDoc where your class files are, and it will generate a set of static HTML pages that fully
document each class, including its properties and methods. Each static HTML page will include
an expandable menu on its left hand side, that shows a 2-level tree structure of all of your
classes. Command line parameters allow you to control many aspects of ApexDoc, such as
providing your own banner HTML for the pages to use.
• Desktop, Free
CLOUDCONVERTER FOR FORCE.COM
• https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cVIEAY
• Export Data model as Excel
• Create Data model from Excel
• Managed Package, Free
XACTIUM ERD TOOL
• https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003KNErEAO
• Build entity relationship diagrams (ERD) with standard and custom objects from your
Salesforce account. Useful for visualising how specific objects relate to each other and showing
lookup and master-detail relationships. This is a useful developer tool.
• Managed Package, Free
ETHERIOS EASYDESCRIBE
• https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018leZEAQ
• EasyDescribe is a free Force.com developer tool to view and extract object metadata details.
Don't waste time clicking through multiple screens to lookup recordtypes, field types, picklists,
and other metadata. EasyDescribe it and get everything at once!
• Managed Package, Free
SCHEMASPY
• http://blog.jeffdouglas.com/2010/05/12/running-the-force-metadata-jdbc-driver-for-schemaspy/
• SchemaSpy is a Java-based tool (requires Java 5 or higher) that analyzes the metadata of a
schema in a database and generates a visual representation of it in a browser-displayable
format. It lets you click through the hierarchy of database tables via child and parent table
relationships as represented by both HTML links and entity-relationship diagrams. It's also
designed to help resolve the obtuse errors that a database sometimes gives related to failures
due to constraints.
• Cross Platform, Free
IDES
BRAINENGINE
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http://www.brainengine.net/features.html
Lightning Support
Simulated Debugger
Package Manager
Code Analysis
Deployment Module
SOQL Tools
Autocomplete
Test Runner
Desktop Window, Paid(Subscription)
ASIDE.IO
• https://www.aside.io/login
• CODE EDITOR
– Create and edit Apex,Visualforce, Static Resources, and Custom Objects.
• TEST MONITOR
– Execute unit tests in multiple ways, view their results, and obtain code coverage.
• DEPLOY MANAGER
– Retrieve or deploy by dropping a package.xml or zip from your computer.
• QUERY TOOL
– Run SOQL queries and view the results in a flexible data grid.
• Cloud based, Paid
MAVENSMATE / SUBLIME TEXT
• http://mavensmate.com/
• Requires Sublime
• Runs Tests, Write Code,
• Desktop, Linux/Mac/Windows, Kinda Paid (Sublime costs money)
MAVENSMATE / ATOM
• http://mavensmate.com/
• Same as Sublime version, but using Atom – the free editor from github
CLOUD9
• https://c9.io/blog/cloud9-for-salesforce-developers/
• Apex, Lighting and Visualforce development
• Cloud Based, Paid, Private Beta
WELKIN SUITE
• https://welkinsuite.com/
• TWS is a new generation Force.com platform IDE which allows working with Apex,Visualforce,
HTML, CSS, JavaScript, any images as well as executing unit tests, SOQL queries, anonymous
apex and provides many other handy features from a single development tool.
• Desktop, Windows, Free?
ILLUMINATED CLOUD
• http://www.illuminatedcloud.com/
• Requires IntelliJ, Free
Powerful Source Code Editors
Intelligent Code Completion
Source Code Navigation and Cross-Referencing
Configurable Source Code Formatters
Integrated API Documentation
Content Type-Aware Static Resource Management
Template-Based Source File Creation
Robust Force.com Integration
Integrated Apex Unit Test Execution and Code Coverage Analysis
Powerful Connection Management
Offline Symbol Table Generation
Real-Time Source Code Validation and Deployment
Flexible and Efficient Batch Deployment and Retrieval
Anonymous Apex and SOQL Query Execution
DATA
MANAGEMENT
INFORMATICA CLOUD TEST DATA
MANAGEMENT
• https://www.informatica.com/products/cloud-integration/cloud-data-management/cloud-testdata-management.html
• https://www.youtube.com/watch?v=g762tSO0S6A
• Pull in objects and their related objects between sandboxes
• Mask sensitive data during the transformation process
• Cloud Based, Paid
FLOSUM DATA MIGRATOR
• http://www.flosum.com/salesforce-data-migrator/
• Create filters declaratively to select the data set
• Bottom-up approach auto-selects all the parents records that need to be migrated. Just pick
the child records, and we will migrate the entire parent hierarchy.
• Top-down approach gives you full control of the records that need to be migrated
• Paid, Managed Package
SFORGDATA
• https://www.sfapex.com/download.aspx
All admins and users at your company can use the app
• Windows, Paid, Desktop
Connect to an unlimited number of sandboxes and
production orgs
Creates 10 simultaneous connections for Extreme
Performance
Command-Line Sandbox Data Refreshes (schedulable)
Randomly select X number of records to copy based
on user defined criterions
Define Data Transformations & Scramble Data
Automatically includes child records
DREAMFACTORY MONARCH
• https://www.dreamfactory.com/force.com/monarch
• Move data between orgs, aws, local database
• Desktop, Windows/Mac, Paid
RELEASE
MANAGEMENT
SNAPSHOT
• https://www.dreamfactory.com/force.com/snapshot
• SnapShot is the ultimate tool for org cleanup, reporting, auditing, comparison and lifecycle
management. Metadata migration from sandbox to production with code, profiles, objects, and
more. Org backup and recovery. HIPAA and SOX compliance reporting.
• Desktop, Paid, Windows/Mac
CASCADE
• https://www.dreamfactory.com/force.com/cascade
• As part of the DreamFactory Utilities Suites, Cascade provides continuous integration for
salesforce. Administrators design metadata flowcharts that move work from dev orgs into
various sandboxes and finally on to staging. Developers create new job lists and submit their
work. Cascade automates and documents the entire process.
• Desktop, Paid, Windows/Mac
GEARSET DEPLOY
• https://gearset.com/
• Perform a full comparison of your Salesforce organizations, or customize your comparison to include only specific
metadata types
• Easily find objects to deploy
– Comparison results are grouped automatically and fully searchable
• Highlighted line-by-line metadata differences so you can easily view all changes
• Select, review, and deploy
– Finalize your selection and deploy your chosen objects
• View, download, and share deployment history
• Gearset Deploy automatically generates reports of all your deployments, enabling better release management and
providing a clear audit trail
• Cloud, Paid
FLOSUM APPLICATION LIFECYCLE
MANAGEMENT FOR SALESFORCE
• http://www.flosum.com/
• Comprehensive governance via automated controls
• Executive dashboards provide complete visibility
• Complete Compliance for public, healthcare and financial companies
• Automatic Rollback prevents catastrophes
• Continuous Integration helps deliver software rapidly
• Managed Package, Paid
TRINEO TEST PILOT
• https://beta.testpilot.io/
DMC
• https://github.com/kevinohara80/dmc
• dmc is a cross-platform, CLI developer tool for Salesforce.com. dmc aims to provide a CLI
interface to salesforce.com development that abstracts the complexities of dealing with API's
and metadata into a simple tool that makes everything feel like local and remote file
system operations. Basically, the goal is to create a tool that is as intuitive to use as normal file
system tools like cp andrsync.
• dmc was built to be used on the command line but it's modules are exposed in a way that
make it able to be used as a regular node modules in your programs. This means it can be
integrated into build tools like grunt and gulp, or even into more complex systems like CI.
• Free, Command line
AUTORABIT
• http://www.autorabit.com/
• AutoRABIT is a Continuous Integration framework and cloud-based salesforce release
management suite that helps enterprises package , deploy and test their applications in a rapid
automated manner. It enables version control adoption , automated deployments , sandbox
management, test automation and data migration all as a breeze , out-of-the-box with
AutoRABIT
• Cloud based, Paid
CODE QUALIT Y
CODESCAN
• http://www.villagechief.com/product/codescan/
• rich visual reporting
160+ coding violation rules
static analysis to identify bugs
metrics, complexity and tech debt
run tests nightly and create alerts
timelines to see change over time
build your own rules with XPath
• http://codescan.villagechief.com/ent/dashboard/index/136
• Paid, Windows, Mac, Linux
CHECKMARX
• https://www.checkmarx.com/technology/static-code-analysis-sca/
• Security Focus
• Force.com Security Scanner is a version of this tool
• http://security.force.com/security/tools/forcecom/scanner
• Paid, Command Line / Force.com IDE integration
CHROME
PLUGINS
SO MANY (50+ THINGS)
https://chrome.google.com/webstore/search/salesforce?_category=extensions
MISC TOOLBOX
SF TOOLKIT
• http://sftoolkit.co/
OFFICIAL TOOLS
FORCE.COM IDE
• Eclipse IDE based
DEVELOPER WORKBENCH
• https://workbench.developerforce.com/login.php
• 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. Workbench also provides
many advanced features for testing and troubleshooting the Force.com APIs, such as customizable
SOAP headers, debug logs for API traffic, backward compatibility testing with previous API versions,
and single sign-on integration within the Salesforce application.
FORCE.COM CLI
• https://force-cli.heroku.com/
• The Force.com CLI allows you to work with Force.com data directly from the command line.
You can Browse and Create Force.com objects, view, edit, create, and delete records, execute
APEX code and SOQL queries, and more.
DEVELOPER CONSOLE
• Available from within your org.
• APEX/VF/SOQL Development
• Lightning Development
• SOQL Analysis
• Code performance benchmarking
• Debugging
FORCE.COM MIGRATION TOOLKIT
• Command line
• Ant/Java based
• Deployments and backups.