Salesforce SmartKit User Guide
Official Product Manual & Documentation (v1.0.13). Learn how to master all 9 integrated tools and keyboard shortcuts.
1. Overview & 3 Access Modes
Salesforce SmartKit is an all-in-one productivity command center built for Salesforce Administrators, Developers, Architects, and Consultants. It integrates directly into your browser workflow to eliminate setup search fatigue, speed up data operations, and streamline code execution.
1. In-Page Sidebar Drawer
Glides open natively on any Salesforce tab (*.lightning.force.com) via pull-string widget or ⌘ + Shift + K.
2. Chrome Side Panel
Pins vertically alongside your main browser window for non-intrusive, side-by-side multitasking.
3. Full App Tab
Full-screen application tab featuring full Monaco editor capabilities and multi-tab workspaces.
2. Installation & 0ms Session Setup
SmartKit uses zero-configuration Session Token Extraction (`sid` cookie). You do not need to configure OAuth apps, connected apps, or security tokens.
- Install Salesforce SmartKit from the Chrome Web Store (or load unpacked build folder in Developer mode).
- Log into any Salesforce Org in a standard Chrome tab.
- Open SmartKit. It extracts your active session cookie (`sid`) on frame 1 with 0ms delay, loading your profile instantly without spinners.
- Multi-Org Account Switcher: Click your profile avatar in the top-right header to instantly detect and switch between all active Salesforce tabs (Production, Sandboxes, Developer Orgs) open across your browser windows.
3. Master Navigation & Keyboard Shortcuts
SmartKit features a 2-level keyboard navigation system designed for maximum hands-on-keyboard speed:
| Shortcut | Action | Scope | Description |
|---|---|---|---|
| ⌘ + K / Ctrl + K | Command Palette | Global | Instant search across metadata, sObjects, setup links, and records. |
| ⌘ + Shift + K | Toggle Sidebar | Salesforce Tab | Opens or closes the in-page floating sidebar drawer. |
| ⌘ + Shift + ← / → | Level 1 Master Navigation | App / Sidebar | Cycles sequentially through all 9 master tool tabs. |
| ⌘ + Option + Shift + ← / → | Level 2 Sub-Tab Nav | SmartView / Export | Cycles open record sub-tabs or query sub-tabs with auto-scroll. |
| ⌘ + S / Ctrl + S | Save Record Edits | SmartView | Commits modified inline fields to Salesforce via REST API. |
| ⌘ + Enter / Ctrl + Enter | Run Query / Apex | Export / Code | Executes active SOQL query or Anonymous Apex script. |
| Esc | Hierarchical Dismissal | Global | 1st Esc closes active modal/overlay; 2nd Esc closes sidebar drawer. |
4. Detailed Tool Feature Manuals
4.1 SmartView (Record Inspector)
Inspect and edit any Salesforce record on the fly, bypassing slow Lightning page layouts.
- Multi-Tab Record Sessions: Open multiple records simultaneously in sub-tabs with
#f43f5etab indicators. - Inline Editing (SmartEdit): Double-click any field to edit. Picklists feature custom fuzzy search pickers.
- Field Filter Chips: Filter record fields by All Fields, Custom Fields (`__c`), Populated Only, System Fields, or Edited Fields.
- Hover Intelligence: Hover field labels to inspect developer API names, field types, formula expressions, and help text.
- Object Manager Link: Gear icon opens exact field definitions directly in Salesforce Setup Object Manager.
4.2 SmartExport (SOQL Query IDE)
Professional SOQL query editor and data execution environment powered by Monaco Editor.
- Monaco SOQL Editor: Syntax highlighting, auto-formatting, and intelligent autocomplete for standard keywords, Object API Names, and Field API Names.
- Multi-Tab Query Workspaces: Manage multiple query tabs (
Query 1,Query 2). Double-click to rename. - Composite API Chunking: Handles large queries returning over 2,000+ records via Composite API batching without browser crashes.
- Export to CSV / Excel: One-click export with automatic flattening of parent relationship queries (e.g.,
Account.Owner.Name). - Query History & Bookmarks: Automatically logs executed queries and bookmarks favorite SOQL snippets.
4.3 SmartImport (Data Loader)
Client-side bulk data loader for CSV, XLSX, and JSON files directly inside the browser.
- Smart Mapping: Matches file headers against target object field API names and labels automatically.
- Operations Supported:
INSERT,UPDATE,UPSERT, andDELETE. - High-Speed Batching: Uses SObject Collections REST API (
/composite/sobjects), processing up to 200 records per payload. - Error Reporting: Generates downloadable row-by-row error logs highlighting specific validation rule failures.
4.4 SmartSchema (Metadata Browser)
Browse sObjects, custom fields, picklists, and child relationships without loading slow Setup pages.
- Instant Filter: Search across Standard, Custom, Custom Metadata, and Big Objects in real time.
- Relationship Inspector: View Lookup, Master-Detail, and Child Relationships with cascade deletion rules.
- 1-Click Query Generation: Select field checkboxes to auto-generate a
SELECTquery and open it directly in SmartExport.
4.5 SmartSecurity (Access Analyzer)
Audit Effective Access across Profiles and Permission Sets to verify field and object visibility.
- Permission Matrix: Evaluated Object & Field-Level Security (FLS) permissions (Read, Edit, Create, Delete).
- Permission Set Breakdown: Identifies exact Permission Sets and Profiles granting specific access.
- User Access Trace: Resolves assigned users for any Permission Set or Profile.
4.6 SmartCode (Web IDE)
Lightweight development environment for server-side code execution and Apex tooling.
- Anonymous Apex Console: Execute raw Apex code with inline compilation error highlighting (line/column) and debug log viewer.
- File Inspection & Editing: Open Apex Classes, Triggers, LWCs, and Visualforce pages directly from search without VS Code setup.
- Log Inspector: Query and view recent
ApexLogrecords with level filtering.
4.7 SmartLimits (Governor Limits Monitor)
Monitor Salesforce API call limits, storage usage, and system governor quotas in real time with visual gauge bars.
4.8 SmartMatch (Deduplication Tool)
Detect duplicate records using matching rules, compare field values side-by-side, and initiate record deduplication.
4.9 SmartMetadata (Deployment Engine — BETA)
Inter-org metadata packaging and deployment engine with dry-run validation, Apex permission handling, and pre-deployment auto-backups.
5. In-Page Salesforce Page Tools
When navigating standard Salesforce pages in Chrome, SmartKit injects helper tools directly into the Lightning interface:
- Inject API Names Overlay: Scans the active Lightning page and displays small blue badges (
[Custom_Field__c]) next to visible field labels on the screen. - Setup QuickFind Navigation: Command Palette (
⌘ + K) deep-links directly to Setup items (e.g., Company Info, Flows, Users, Profiles), bypassing the native Setup search bar.
6. Security First & 100% Local Privacy
SmartKit operates 100% locally within your Chrome browser. Your session tokens, queries, and record data are transported directly between your machine and Salesforce's official REST/Tooling APIs. Zero data is sent to third-party servers.
If your Salesforce session times out or you log out, SmartKit instantly loses access, ensuring complete local security for your org.
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