How to Work Smarter with Salesforce Workbench

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Salesforce leaves no stone unturned to provide every possible facility to its users, admins, developers etc. One such effort in this regard is the development of Salesforce Workbench a versatile API toolkit designed to sync the workflows between Salesforce.org and the Force.com APIs. Today we will see how you can work in a smarter way with Salesforce Workbench.

For this, we have divided the blog into the following sections-

What is Salesforce Workbench?

Salesforce Workbench is a flexible, cloud-facilitated toolbox intended for Salesforce admins and designers to administrate and work with Salesforce.com association by means of Force.com APIs. Utilizing Salesforce Workbench suite of instruments, developers and architects can quickly and effortlessly perform SOQL Query and SOSL looks, see their association’s information, adjust session settings, perform Data Loading, lead testing, organization, and troubleshooting of their applications. 

Use Salesforce Workbench to obtain your Organisation Data

You can utilize the Workbench apparatus to get data about your association. In the event that you would prefer not to utilize CURL, you can utilize the Workbench REST adventurer to acquire the response data that you need.

  1. The first step is to Log into your organizations Salesforce Account.
  2. The next step would be to open a new tab in the browser you are using to navigate and enter the given text

https://developer.salesforce.com/page/Workbench.

  1. Thereafter you are required to log in to the Workbench and then permit access to your organization.

Note: Salesforce Workbench is a public domain website and it won’t retain any of your data.

  1. From there Click on Utilitiesand then on REST Explorer option.
  2. The next step would be to ensure that the Getoption is chosen. The Execute content box is prepopulated with a segment of a resource way. Include the rest of the data for your asset. For instance, if your cURL punctuation is
1 https://yourInstance.salesforce.com/services/data/v32.0/sobjects/EventLogFile/describe -H “Authorization: Bearer token”
  1. Then type
1 /services/data/v32.0/sobjects/EventLogFile/describe.
  1. Click on the Execute option.
  2. Thereafter choose to Expand Allor Show Raw Response option to view your data.

Features of Salesforce Workbench that Helps You Work Smarter

Salesforce Workbench is one of most basic instruments with copious highlights that come as a gift for the administrators and engineers! It enables you to rapidly see your association’s information, perform SOQL Query, SOSL Search, Session settings, test, convey, investigate applications and much more. In spite of the fact that the functionalities of Salesforce can be completed with Salesforce Admin UI, Developer Console, Force.com IDE, and others, the significant distinction and preferred standpoint are that Salesforce Workbench makes it simple to get to all functionalities in a single place.

Here are a few features of the Salesforce Workbench that can help you work in a smarter way-

Block or allow only certain orgs to use your Workbench Instance

Salesforce Workbench enables you to play out this through its Blacklist and Whitelist highlights. For this, you have to discover the “Organization ID WHITELIST/BLACKLIST” segment in your config/overrides.php record and adhere to the guidelines with the end goal to include or evacuate Orgs.

Configuring CSRF protection in Salesforce Workbench 

CSRF or Cross-Site Request Forgery is finished by programmers to trap the clients into embeddings or controlling information for their benefit through a confided website of the client. To defend your information against these assaults, CSRF insurance is incorporated into your Salesforce Workbench, which depends on a “secret” put away on your Salesforce Workbench condition. We unequivocally prescribe that you change the default secret to something that can be secretly ensured. For this, you have to go into the config/overrides.php record, discover “CSRF SECURITY SETTINGS” area and after that change, the default “CHANGE ME” and afterward uncomment the line by evacuating twofold oblique punctuation lines.

Creating the Zip file 

With Salesforce Workbench, you can transfer a Zip document to embed, refresh, upsert or erase parallel documents like Content, Documents, and Attachments. For utilizing this element, you have to set up a Zip document containing parallel records and a CSV filed called the request.txt.

Delete and Purge 

Delete functionality of Workbench moves records to your Organization’s reuse container and can be undeleted if the object has an undeletable quality. Purge option, however, erases things forever in the Organization’s reuse container. In any case, a few sorts of items are erased promptly from your organization when they are erased. You have to ensure that the record has the undeletable property before erasing records. You can check this utilizing the Describe features which contains the Attributes envelope of each object.

Edit Records

Salesforce Workbench enables you to see and alter single records just by tapping on their ID in search results or query items. Also, on the off chance that you know the ID already or it originated from outside the Workbench condition, you can straightforwardly go to the activity you have to perform on the Data menu and glue in the ID into the single record field.

Hard Delete Records from Salesforce Org 

Salesforce Workbench enables you to avoid the Recycle Bin and forever hard delete records from Salesforce Org. For this, you have to erase the records of course, apart from that just check the checkbox marked against the option of ” Permanently hard delete records ” in the wizard.

Require end-to-end SSL 

Salesforce Workbench utilizes HTTPS (SSL) as a matter, of course, to associate with Salesforce. Nonetheless, it is your server setup that decides the association between your PC and Salesforce Workbench condition. To empower Salesforce Workbench to authorize end-to-end SSL, add the line beneath to config/overrides.php document

$config\[“requireSSL”\]\[“default”\]=true;

Smart Lookup 

When utilizing Insert, Update, or Upsert, Smart Lookup enables you to give remote outer IDs or standard ID query fields to naturally locate the pertinent Salesforce IDs through the related object fields.

Conclusion

Well, we are sure that after reading the above highlights you would have already started to brainstorm about the things that you wish to do with the Workbench toolkit. The best part is it is as easy as it sounds to be. All you have to do is to follow the steps that keep flashing within the toolkit itself and a little awareness about its features.

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