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the essential salesforce tools for success

The Essential Salesforce Tools for Success

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Salesforce is a customer relationship management (CRM) software that enables sales reps to manage their interactions with customers. It also provides a platform for businesses to develop custom applications. Salesforce offers three main tools: Sales Cloud, Service Cloud, and Marketing Cloud.

Sales Cloud is designed to help sales reps manage their relationships with customers and prospects. It includes features such as contact management, opportunity management, lead management, and productivity tools. Service Cloud is designed to help businesses provide customer service and support. It includes features such as case management, knowledge base, live chat, and community forums. Marketing Cloud is designed to help businesses automate and measure their marketing campaigns. It includes features such as email marketing, social media monitoring, and lead nurturing.

Scratch Orgs. The scratch org is a source-driven and disposable deployment of Salesforce code and metadata

What are they? A scratch org is a source-driven and disposable deployment of Salesforce code and metadata. Scratch orgs let you quickly create a completely isolated development environment to edit, build, and test your application. They’re perfect for trying out new features or testing changes in an isolated environment. Plus, because they’re based on your source code, you can easily share them with other members of your team.

How are they different from sandboxes or developer orgs? Scratch orgs are different from both sandboxes and developer orgs in several key ways: • Scratch orgs are created from a config file that lives alongside your code. This makes it easy to track changes to your scratch org and share it with other members of your team. • Scratch orgs only exist for as long as you need them-you can delete them at any time. This makes them perfect for experimentation since there’s no need to worry about nuking important data. • Scratch orgs have a fixed set of users, permissions, and data that is defined in the config file. This makes it easy to recreate the same development environment on multiple machines or for multiple developers working on the same project

Mobile Tools

Some of the mobile tools available from Salesforce include:

1. Salesforce Mobile App: The Salesforce Mobile App gives you access to your sales data and applications from anywhere. It is available for iOS, Android, and Windows devices.

2. Lightning for Mobile: Lightning for Mobile is a set of tools that allows you to build custom mobile applications using the Salesforce Platform.

3. Heroku Enterprise Cloud: Heroku Enterprise Cloud is a platform as a service (PaaS) that makes it easy to deploy and manage mobile applications in the cloud.

Developer Console

Developer Console is a powerful tool that every Salesforce developer should be familiar with. It provides a direct interface to the Salesforce database and allows you to execute Apex code, run SOQL queries, and view debug logs. In addition, the Developer Console can be used to inspect the metadata of your org, browse the contents of your org’s data storage, and even interact with the Salesforce APIs.

Salesforce Lightning Inspector

Once installed, you can access the Lightning Inspector by opening the Developer Tools window in Chrome (press F12 or Ctrl+Shift+I), and selecting the “Lightning” tab.

The Lightning Inspector will show you a tree view of all the components in your org, including both standard and custom components. For each component, you can see its attributes and values. You can also see which Apex controller or Visualforce page is associated with each component.

The Lightning Inspector can be used to debug issues with Salesforce components, such as why a particular component is not rendering correctly. It can also be used to understand how data is being passed between different components in an org.


Workbench provides easy access to Salesforce data and metadata, allowing you to quickly view, edit, and delete data in your org. You can also use Workbench to migrate data between Salesforce orgs, or to load data into an org from a CSV file.

In addition to working with raw data, Workbench also lets you run Apex code and SOQL queries directly from the web interface. This makes it an ideal tool for troubleshooting issues or testing code changes before deploying them to your production org.

Workbench is a free tool provided by Salesforce, and does not require any special installation steps. Simply log in to Workbench using your Salesforce credentials (including your security token), and you’re ready to go!


Jeremy is a SEO and web traffic specialist with years of experience in lead generation, sales, copywriting, and conversion optimization. He has helped countless businesses grow their online presence and increase their sales. His passion is helping businesses succeed online and he is always looking for new ways to improve his craft. He loves sharing his experience through articles and videos to help people achieve their marketing and sales goals.