Manual for release 0.9.0

Admin Toolkit for Salesforce — User Manual

How to install the toolkit, launch its apps from the popup, and use each workspace and tool — with 54 screenshots.

Screenshots were taken against a Salesforce Developer Edition org; org-identifying values (host, org and user names, IDs, addresses) are replaced with sample values. Salesforce is a trademark of Salesforce, Inc. This extension is not affiliated with, endorsed by, or sponsored by Salesforce.

Contents

  1. 1. Getting started & popup
  2. 2. Metadata Admin for Salesforce
  3. 3. SheetD
  4. 4. Permission Explorer
  5. 5. Metadata org comparison
  6. 6. Org Review
  7. 7. Object Schema
  8. 8. Document Folders
  9. 9. REST Explorer
  10. 10. Data Export
  11. 11. Run Apex
  12. 12. Limits & monitoring
  13. 13. Built-in manual (EN/JP)
  14. 14. Release notes

1. Getting started & popup

Install the toolkit, then open the popup from any Salesforce tab — it reuses the session you are already signed in with.

  1. Install Admin Toolkit for Salesforce from the Chrome Web Store.
  2. Open any Salesforce tab and sign in as usual — no separate login.
  3. Click the extension icon to open the popup.
Popup Apps tab
The Apps tab launches the five primary workspaces.
Popup Tools tab
The Tools tab lists every single-purpose page.
Popup Org tab
The Org tab summarizes the connected org and user.
Popup metadata search
Search metadata across the org by API name, label, or text.
Popup search suggestions
Type-ahead suggestions while searching.

2. Metadata Admin for Salesforce

Browse the org's metadata in a compact source-style tree, inspect folders and files in a docked details column, search the loaded workspace, track local edits, and build package.xml selections. The visual tree starts directly at metadata folders such as objects, classes, and flows; the real force-app/main/default source paths remain unchanged.

Metadata workspace tree
The loaded source-style metadata workspace.
Apex classes folder
Apex classes in the tree.
Folder record table
A folder's records in the sortable table.
Metadata file view
A file opened for inspection and local editing.
Apex triggers folder
Apex triggers in the tree.
Flows folder
Flows in the tree.
Lightning Web Components folder
Lightning Web Components in the tree.
Objects folder
Custom objects and fields in the tree.
Visualforce pages folder
Visualforce pages in the tree.
Aura components folder
Aura components in the tree.
Workspace search results
Search matches names, labels, and content snippets.
Workspace search suggestions
Suggestions while typing a workspace search.
Workspace namespaces menu
Scope the workspace to unmanaged or managed namespaces.
Changed files panel
Locally changed files, ready to deploy or discard.
package.xml builder
Assemble a package.xml from tree selections.

3. SheetD

A multi-tab spreadsheet for Salesforce data: browse objects and reports, run SOQL, inspect file details, edit supported object records, and review exact changed fields before a confirmed update.

SheetD SOQL editor
The SOQL query editor.
SOQL field suggestions
Field suggestions while composing SOQL.
SOQL results grid
Query results streamed into the grid.
SheetD report tab
Open org reports into the sheet.
SheetD upload tab
Import CSV or XLSX files.
SheetD workspace tree
Spreadsheet files organized with Objects and Reports.
Objects tree
Objects that have list views.

4. Permission Explorer

Trace effective object and field access to the assigned profile, permission sets, and permission set groups that grant it, or compare two users across the returned access metadata.

5. Metadata org comparison

Use Compare with in Metadata Admin to compare the current workspace with another Salesforce org already signed in to this browser. Filter the Org Differences panel by Different, Only here, or Only in the compared org; select files individually or together; and open a candidate to retrieve both source bodies and view actual changes side by side.

Preview only in 0.9.0: Deploy Selected Preview and Pull Selected Preview are read-only review flows. They do not write metadata to either org.

6. Org Review

A read-only assessment of org health that runs automatically when opened. Each section carries evidence and remediation guidance; the report exports as PDF, Markdown, summary JSON, or evidence JSON.

Org Review executive summary
The completed review with the health scorecard.
Collector progress
Every read-only collector that fed the report.
Login & session policy (D3)
Section D3: login, session & authentication policy.

7. Object Schema

Build an interactive relationship map for any pickable object, then explore every field of every selectable object in the Fields spreadsheet below it.

Object Schema on open
Controls plus the all-objects Fields sheet.
Object name suggestions
Object Name suggests API names and labels.
Packaged Objects menu
Scope packaged namespaces per org.
Map with Fields sheet
The built map, relationship details, and the Fields sheet.
Find object path
Find highlights the connecting path from the root.
Node focuses fields
Clicking a node filters the Fields sheet to it.
Global fields search
Global search highlights every matching cell.
Vertical layout
Parents above, children below.
Relationship table
The accessible relationship table view.
Visible objects filter
Hide objects from the map.

8. Document Folders

Browse Salesforce libraries and folders, preview supported files, and download selections as a ZIP that preserves folder paths. Folder selection is recursive; downloads are limited to 500 files and 250 MB and can be canceled mid-run.

Document folders tree
Browsing workspaces and folders.
Checkbox selection
Checking a folder selects its whole subtree.
Folder context menu
Folder actions from the context menu.

9. REST Explorer

Compose Salesforce REST API requests with endpoint templates, send them against the connected org, and inspect the JSON response. Requests run only when you send them.

REST request builder
The request builder with endpoint templates.
REST JSON response
Inspecting a JSON response.

10. Data Export

Run SOQL, SOSL, and GraphQL queries or report exports, preview the result as a CSV grid or JSON, and download it.

Data Export source & query
Choosing the export source and query.
Export results grid
Export results ready to download.

11. Run Apex

Execute anonymous Apex and review the compile result, execution status, and debug output.

Run Apex editor
The anonymous Apex editor.

12. Limits & monitoring

Read-only monitoring pages for the org: API limits with live usage bars, the setup audit trail, login history, and event log files.

Org limits
Org limits with live usage bars.
Setup audit trail
Recent setup changes.
Login history
Recent login attempts.
Event log files
Available event log files.

13. Built-in manual (EN/JP)

The extension ships with its own manual in English and Japanese, including per-version release notes. Every page has a language toggle in its header.

Built-in manual overview
The built-in manual.
Built-in manual Apps chapter
The Apps chapter of the built-in manual.

14. Release notes

Recent releases. No release has added new Chrome permissions, host permissions, remote code, telemetry, ads, or third-party data services. The full per-version history ships inside the extension's built-in manual.

0.9.0 (2026-08-05)

  • Flattened the visible Metadata Admin tree while preserving real source paths, and added compact rows, breadcrumb navigation, visible row actions, and a docked resizable details panel.
  • Added read-only comparison between signed-in Salesforce orgs with difference filters, tree badges, folder counts, and side-by-side source review.
  • Rebuilt the extension icon from the approved DinaLab gradient mark. No Chrome permission or browser host permission was added.

0.8.0 (2026-08-02)

  • Rebuilt SheetD on the DinaSheet engine so objects and reports open directly as editable data and exact pending field changes are reviewed before update.
  • Added report workbook fallback for results beyond Salesforce's report API row limit.
  • Removed the unreleased metadata-sync feature from the packaged extension, manual, privacy policy, and browser permissions.

0.7.0 (2026-07-18)

  • Added Permission Explorer for tracing effective object and field access to profiles, permission sets, and permission set groups.

0.6.2 (2026-07-15)

  • Document Folders: folder selection is recursive and atomic across lazily loaded subtrees, with folder-preserving ZIP paths for duplicate document occurrences.
  • Document Folders: added 500-file and 250 MB ZIP limits, cancelable downloads, and one-time fetching of shared document content.
  • Object Schema: rebuilt the fields experience as a spreadsheet with native header filters, global search highlights, CSV export, and full screen; Packaged Objects defaults to none and is remembered per org.
  • Object Schema became a popup Apps-only page; the compact 40px app-session header now also applies to Metadata Admin and Org Review.

0.6.1 (2026-07-14)

  • Rebuilt Document Folders downloads around tree checkbox selection with a Selected Items panel.
  • Added Object Schema to the popup Apps tab with suggestions, packaged-namespace controls, map search, zoom, and layouts.
  • Removed Org Review from the tools-page navigation.
  • Added THIRD-PARTY-NOTICES.txt for the bundled spreadsheet engine.

0.6.0 (2026-07-11)

  • Added the read-only Org Review covering health, limits, setup changes, and login failures.
  • Added a per-org read-only lock and consistent risk confirmation for Apex, data mutation, and metadata deployment.
  • Fixed SheetD workspace files sharing the last active grid; values and formulas now stay isolated per file and org.

More