The Admin's Guide to SF Inspector

Have you ever been working on something important, and then a coworker reaches out to ask for a ‘quick’ report out of Salesforce? After a few emails back and forth, you finally understand the requirements of the request and send over a link to the completed report. Or, perhaps your boss has requested some ‘quick’ metrics like “How much is in the open pipeline right now?” or “What percentage of Accounts are customer’s accounts?”

These types of data requests are common for any Salesforce Admin, and they’re too varied and unexpected to always have a report created and ready to use. What if there was a way to pull data almost as fast as it takes to describe the request? What if a tool could enable you to insert new records or update existing records many times faster than your current process?

Enter SF Inspector, a free Chrome/Firefox extension to help you with all data import/export tasks, as well as some other handy metadata features. This eBook goes through everything you need to get started with SF Inspector.

Intended for Salesforce Admins that understand basic aspects of the Salesforce data model and are used to creating reports with Accounts, Contacts, Opportunities, etc. No developer knowledge is required, though we will discuss some basic developer skills that can help increase productivity.