Using Salesforce Inspector Reloaded in Practifi

Overview

Salesforce Inspector Reloaded is an open-source browser extension maintained by an active development team, but Salesforce does not officially support it. This powerful browser extension enhances data management in Practifi by providing advanced inspection, editing and bulk processing capabilities. This guide walks you through its key features and how to use them to load or update data in Practifi effectively. 

• Before You Begin
• Installation and Setup
  
  • Microsoft Edge Installation
  • Google Chrome Installation
• Using Key Features
  • Inspect Records
  • Editing Records
  • Exporting Data
  • Bulk Editing with CSV Import
• Best Practices
• Troubleshooting

Before You Begin

Before using Salesforce Inspector Reloaded, ensure you have the following: 

• Salesforce Inspector Reloaded installed
• System Administrator permissions in Practifi
• A supported browser, either Google Chrome or Microsoft Edge

Installation and Setup

To use Salesforce Inspector Reloaded, you must first install the extension in your browser. Instructions for installation are provided in the following sections based on your preferred supported browser.

Microsoft Edge Installation

1. In Microsoft Edge, select the Extensions icon, located to the right of your browser address bar. 
   • Please note: If you do not see Extensions to the right of your browser address bar, select Settings and more > Extensions.
     
     
2. Select Get Extensions for Microsoft Edge from the drop-down menu.
3.  In Microsoft Edge Add-ons, search for and open the listing page for Salesforce Inspector Reloaded.
   
   
   
   
4. Select the Get button on the listing page. 
5. At the prompt showing permission required by the extension, carefully review the permissions and then select Add extension if you'd like to proceed. 
   
   
   
   
6. You'll see a final prompt confirming the extension has been added, and a new tab will open displaying information about Salesforce Inspector Reloaded.
   
   
   
   
7. Open Practifi in your browser. Once you are logged into your organization, use the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I) to open the Salesforce Inspector Reloaded menu. 
   
   

Google Chrome Installation

1. Open the Chrome Web Store in Google Chrome. 
2. Search for and open the listing page for Salesforce Inspector Reloaded. 
   
   
   
   
3. Select Add to Chrome. 
4. At the prompt showing permission required by the extension, carefully review the permissions and then select Add extension if you'd like to proceed. 
   
   
   
   
5. You'll see a final prompt confirming the extension has been added, and a new tab will open displaying information about Salesforce Inspector Reloaded.
   
   
   
   
6. Open Practifi in your browser. Once you are logged into your organization, use the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I) to open the Salesforce Inspector Reloaded menu. 
   
   

Using Key Features

Inspect Records

Salesforce Inspector Reloaded will display all fields and values for the record you are viewing in Practifi. To inspect a record: 

1. Navigate to a record in your organization that you would like to inspect (e.g., Contact, Account, Task). 
2. Use the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I) to open the Salesforce Inspector Reloaded menu. 
   
   
   
   
3. You'll be able to view general information about the record within the menu, including the date it was created and the last time it was edited. Select the Show all data option to open a page displaying all fields and the values entered for the record. 
   
   

Editing Records

1. Navigate to a record in your organization that you would like to inspect (e.g., Contact, Account, Task). 
2. Use the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I) to open the Salesforce Inspector Reloaded menu. 
   
   
   
   
3. Select the Show all data option to open a page displaying all fields and the values entered for the record. 
   
   
   
   
4. Double-click into the Value field for the field you would like to edit and enter or modify the information in this Value. 
   
   
   
   
5. Select Save at the bottom of the page to finalize your changes. 
   
   
   
   

Exporting Data

Exporting data through Salesforce Inspector Reloaded can be performed by creating a SOQL query. To export information from a list view in Practifi, use the Export as CSV option available on record tables. For additional information about this option, consult our Using Pages article. 

To export data using Salesforce Inspector Reloaded:

1. In Practifi, open Salesforce Inspector Reloaded using the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I). 
2. Select the Data Export option. 
3. Create your SOQL Query in the Export Query box. For example, SELECT Id, Name FROM Account. 
   
   
   
   
4. Select Run Export. 
5. The results will display in the Export Result box below. You can then either copy and paste the information into Excel or select the download option to download the information as a CSV file locally. 
   
   

Bulk Editing with CSV Import

Salesforce Inspector Reloaded supports importing a CSV file to make mass changes to records within your organization. To perform an import through Salesforce Inspector Reloaded: 

1. Prepare a CSV File or use a CSV template available to you in our Using Data Upload Templates in Practifi article. Ensure that your CSV includes all required fields and information (e.g., ID for updates). 
2. In Practifi, open Salesforce Inspector Reloaded using the keyboard shortcut (Ctrl + Shift + I) or (Cmd + Shift + I). 
3. Scroll down and select the Data Import option. 
4. In the new window that appears, select the radio button labeled CSV in the Format options. 
   
   
   
   
5. Select the Action you would like to perform from the drop-down menu. The options are as follows:
   • Insert - Used to create new records in your organization. You will need to provide the data for the new record. If successful, a new record is created with a unique ID.
   • Update - Used to modify existing records in your organization. You will need to specify the ID of the record you want to update. You provide the new values for the fields you want to change.
   • Upsert - A combination of insert and update. This action checks whether a record exists based on a specified key (ID or External ID). If a record with the key exists, it updates the record with the new information. If a record with the key does not exist, it inserts a new record. This action is useful when you are unsure whether a record exists and want to prevent duplicates.
   • Delete - Used to remove records from your organization. You need to specify the ID of the records you wish to delete. Deleted records are moved to the Recycle Bin, where they can be temporarily recovered, depending on the number of records sent at a given time. We recommend using extreme caution when using this action and performing a data backup before deleting to minimize risk. 
   • Undelete - This action recovers records that were deleted, provided they are still available in the Recycle Bin. Records that are deleted from the Recycle Bin cannot be recovered through this action.
     
     
     
     
6. From your formatted CSV file, copy your information. Paste this information in the Data field. 
   • Please note: We recommend adding a batch record ID to your information. Adding a batch record ID will enable easy identification and removal of potential errors. For additional details about batch record IDs, please consult our Understanding and Using Batches article.
7. Perform field mapping in the Field Mapping window to ensure that information is correctly assigned to the corresponding field.
8. Once your information is ready, select the Run button to perform your action. You will be able to see the action in progress, with the system indicating how many records have succeeded or failed. 

Best Practices

When using Salesforce Inspector Reloaded, there are several best practices to keep in mind:

• Use keyboard shortcuts
  • To access Salesforce Inspector Reloaded quickly and efficiently, use either (Ctrl + Shift + I) or (Cmd + Shift + I). 
• Use Excel for editing
  • Export your data and then edit it in Excel. After your edits are made, save the changes and re-import the file using Salesforce Inspector Reloaded. This process ensures efficient bulk updates and facilitates easier editing and formatting. 
• Include batch record ID
  • When importing information into your organization, add a batch record ID. Adding a batch record ID to your information will allow for easy removal of potential mistakes. For additional details about batch record IDs, please consult our Understanding and Using Batches article. 
• Verify field permissions
  • To perform a successful query using Salesforce Inspector Reloaded, you must have permission to the fields included in the query. Ensure that you have access to the fields either before performing a query or after a query failure. 
• Test with small batches
  • Before performing large imports of information into your Practifi organization, test small batches first. Testing with smaller batches will allow you to ensure that a larger import will be successful. If the smaller batch import fails, it will be easier for you to identify and correct errors and adjust the formatting. 

Troubleshooting

• If the extension is not loading:
  • Ensure the browser extension settings are set correctly and that you are working within a supported browser, either Google Chrome or Microsoft Edge. If the extension continues to load improperly, uninstalling and reinstalling it may resolve the errors. 
• If you are encountering permission errors:
  • Confirm that your Practifi profile has edit access within your organization and that the sharing rules within your organization do not prevent you from having edit access. Without edit access, you will not be able to use Salesforce Inspector Reloaded, as it will prevent the edit and return a permission error. 
• If you are encountering import failures:
  • Validate the formatting of your CSV file and ensure that all required fields are present. If your file's formatting is incorrect, an import failure will occur. 
• If you are encountering query failures:
  • Verify field permissions within your organization. If you do not have access to specific fields, the query will fail. Ensure that you have access to the fields or grant permission when needed, and that you are allowed to perform a successful query.