Effortless Salesforce Testing: Unblocking Input Values with Salesforce Inspector

Salesforce Inspector stands as a powerful tool in the arsenal of Salesforce developers and testers, facilitating the seamless viewing and modification of critical data elements such as customer details, sales quotes, and sales order particulars. In the dynamic realm of Salesforce testing, encountering obstacles due to data-related issues is not uncommon. Whether it’s awaiting approval for a sales quote or navigating through intricate customer details, the need for swift modifications to test data becomes apparent. In such scenarios, the Salesforce Inspector emerges as the knight in shining Armor, enabling users to effortlessly view and modify test data, thus ensuring uninterrupted testing workflows.

In this article, we explore the revolutionary tool — Salesforce Inspector, which promises to make Salesforce testing a breeze by unblocking input values effortlessly.

Installation Of Salesforce Inspector

1: Open Chrome Web Store

Launch your Chrome browser and navigate to the Chrome Web Store.

2: Search for Salesforce Inspector

In the search bar, type “Salesforce Inspector” and press Enter.

3: Locate the Salesforce Inspector Extension

Look for the Salesforce Inspector extension in the search results. It is usually represented by the Salesforce logo.

4: Add to Chrome

1. Click on the Salesforce Inspector extension icon, and you will be directed to the extension’s page.
2. On the extension’s page, click the “Add to Chrome” button.

3. A pop-up window will appear, asking you to confirm the installation. Click on the “Add Extension” button.

4. Once the installation is complete, you’ll see the Salesforce Inspector icon in your Chrome toolbar.

Unlocking Testing Efficiency with Salesforce Inspector: A Guide to Field Inspection and Editing

Having successfully activated Salesforce Inspector in your Chrome browser, you are now equipped to leverage its robust features. Delve into the effortless realm of inspecting and editing fields directly on Salesforce pages, exploring the extension’s functionalities to enhance the efficiency of your testing process. Congratulations on the successful installation of Salesforce Inspector — immerse yourself in the heightened testing capabilities and improved workflow efficiency it offers to your Salesforce development and testing endeavors.

Streamlining Sales Operations: Utilizing Salesforce Inspector to Create and Modify Quotes

Prerequisites:

Creating a Prospect Account

1. Log in to Salesforce:

• Navigate to the Home screen.
• Click on the “Accounts” tab in the main menu.

2. Create a Prospect Account:

• Click “New” and select the Record type as “Prospect.”
• Enter a unique name for the account.
• Select the Account Executive, provide a phone number, and choose a Subsidiary company (e.g., ACV Enviro).
• Select a Payment term (e.g., Net010).
• Select the Billing Address and click “Save.”

3. Create Contacts for the Prospect Account:

• Navigate to the account details, go to Related contacts, and click “New contact.”
• Select the contact type, account name, first name, last name, email, and contact type.
• Click “Save.”

4. Convert Prospect Account into Customer Account:

• Navigate to the account details and click “Convert to customer.”

• Enter the Estimated amount, select the Contact, and prefill Billing details.
• Select other necessary information such as Customer category, Service center, PO number type, etc.
• Click “Convert now.”

Creating a Sales Quote in Salesforce:

1. Click on the Create Sales Quote/Order button:

• Choose the document type (e.g., sales quote).
• Disable the prevailing wages checkbox.
• Click on the “Next Step” button.

2. Enter Order Information:

• Fill in all mandatory fields.
• Default status as “Pending” will be reflected.
• Surcharge values will be prefilled from the database based on the selected surcharge type.
• Choose the Quote type (e.g., Recurrence).
• Click on the “Next Step” button.

3. Assumption & Condition:

• Enable all radio buttons at the Standard Assumptions & Contingencies.
• Check the specified checkbox regarding labor, vehicle, and equipment charges.
• Click on the “Next Step.”

4. Billing Address:

• Display all records from the customer details.
• Click on the “Next Step.”

5. Site Information and Instructions:

• Enter all mandatory fields in the Site Information page.
• Enter all mandatory fields in the Instruction page.

6. Create a New Job Task:

• Click on the “New Job Task” button.
• Select the category and enter the mandatory fields.
• Click on the “Create” button.

Modifying Sales Quote with Salesforce Inspector:

Now that the quote is created, Salesforce Inspector can be used to make modifications:

1. Navigate to the Salesforce page with the sales quote you want to modify.
2. Use Salesforce Inspector to inspect and edit fields directly on the sales quote page.

3. Make necessary changes, update values, and ensure the modifications align with your sales requirements.

4. Save the changes using Salesforce Inspector.

We have modified the “Submit for Approval” field to reflect an “Approved” status without initiating the formal approval process. This modification aims to streamline and expedite the approval procedure for administrators.

Conclusion:

Salesforce Inspector stands as a versatile and indispensable tool for Salesforce professionals. Its ability to seamlessly integrate into various Salesforce org, coupled with its broad range of functionalities, makes it a go-to extension for boosting productivity and efficiency in your Salesforce journey.