Salesforce SmartKit User Guide
Learn how to utilize SmartKit's powerful tools to save time and work more efficiently in Salesforce.
1. Getting Started
SmartKit is designed to be instantly available right where you work.
- Install the extension from the Chrome Web Store.
- Log in to any Salesforce Org. SmartKit will place a small, floating avatar on your screen.
- Click the avatar to pull out the full-screen SmartKit interface over your active Salesforce tab.
- If you have multiple Salesforce Orgs open in different tabs, click the avatar inside SmartKit to use the User Switcher and instantly jump between your active sessions.
2. SmartView (Record Tab)
Quickly inspect and edit individual records without navigating through slow page layouts.
- Instant Inspection: Enter any Record ID to instantly view all its field values in a clean list.
- Inline Editing: Double-click editable fields to make quick changes and save them instantly.
- Setup Shortcuts: Click the navigate icon next to any field to jump directly to that field's configuration page in Object Manager.
3. SmartExport (Data Tab)
Extract and analyze data rapidly with the built-in SOQL editor.
- Write Queries Faster: The editor provides auto-completion for standard SOQL commands and helps you format your query cleanly.
- Large Data Handling: Write your query, hit execute, and SmartKit handles gathering all the results, even for large datasets.
- Instant CSV Exports: Click the Export button to download your results. SmartKit automatically organizes related data (like Account Name on an Opportunity query) into clean CSV columns.
4. SmartImport (Import Tab)
Mass update or create records directly in your browser without needing bulky external desktop tools.
- Easy Paste: Copy your CSV data from Excel or Google Sheets and paste it right into the tool.
- Simple Mapping: Select the object you want to update and ensure your column headers match the field names.
- Rapid Execution: SmartKit rapidly processes your rows and provides a clear success or error report for each record.
5. SmartSchema (Schema Tab)
Understand your database structure in seconds.
- Object Overview: Quickly search for any object to view a complete list of its fields.
- Field Details: Instantly see if a field type and get button to see it in more details in setup.
- Relationships: Visualize how objects are connected and quickly check cascade delete rules.
6. SmartSecurity (Permissions Tab)
Stop guessing why a user can't see a field. Audit permissions instantly.
- Select the Target: Choose a permission feature (Permission set/PS group/profile/user) and select metadata to analyse that can be object, field, class, etc...
- View Access Matrix: SmartKit instantly displays a clear list of every Profile and Permission Set that grants Read or Edit access to that field.
7. SmartCode (Dev Tab)
A lightweight alternative to the Developer Console.
- Smart Coding: Retrieve your Apex, LWC, VF Pages and Triggers to update and see them in action, directly from your browser!
- Error Highlighting: If your code has an error, SmartKit clearly highlights the line so you can fix it fast.
8. Command Palette (Cmd+K)
The ultimate shortcut for navigating Salesforce.
- Open Anywhere: Press `Cmd+K` (Mac) or `Ctrl+K` (Windows) while inside the SmartKit interface.
- Search Everything: Type what you are looking for—like "Company Information", a User's name, or a Profile name.
- Jump Instantly: Hit Enter to bypass the slow Setup menu and open a new tab directly to the page you need.
Security First
SmartKit never stores your Salesforce password. It operates entirely by securely connecting to your active browser session.
If you log out of Salesforce in your browser, SmartKit instantly loses access, ensuring absolute security for your data.
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