Toolsforce

You can create different reports of your Salesforce metadata with this free add-in for MS Excel, download it and start now!

Toolsforce is an Excel Add-in that shows as a menu option



Download ToolsforceSetup.zip
download Toolsforce
  1. Unzip the file in a local directory (that you must not delete later). The file contains 2 files: setup.exe and Toolsforce.vsto.
  2. Execute the setup.exe file. If you cannot use the setup.exe file to install the tool, use the VSTO file.
  3. With the VSTO file:
    1. In Excel Options, go to Add-ins.
    2. Add the VSTO file from the directory in (1) above.

Toolsforce Version

Version Salesforce API Date Description
2.56.8422.18751 56 22/01/2023 Users Permissions
Object Permissions
1.52.8400.24193 52 12/30/2022 This is the first version published in this blog.
1.??.0.0 <52 --/--/2021 Previous versions were delivered from other sites I owned.

Toolsforce Capabilities

Profiles and Permission Sets

Profiles & Permission Sets

Profile

You can create a report with all the Profile properties easily.

Permission Set

You can create a report with all the Permission Set properties easily.

Compare

It is a common situation that is being required as an Out of Box functionality since years ago. 

With Toolsforce you can do this, check this article The Fall of the Profile Empire.

PS Groups

You can create a report with all the Permission Set Groups in your org.

Users

Create a report with all the users in your org. The following properties are shown in the report:

  • Number of users
  • Id
  • Active
  • Name
  • FirstName
  • LastName
  • Email
  • Username
  • UserType
  • Profile
  • License
  • Role
  • Last Login
  • Call Center
  • Phone
  • Extension

Queues

Create a report that shows all the users in your org queues. The following properties are shown in the report:

  • Number of queues
  • Id
  • Name
  • DeveloperName
  • User Id
  • User Name
  • User Username
  • User Active

Permissions

Report on all the Permission Sets and Permission Set Groups associated with each user.

Custom Objects

Custom Object

Create a report with all the information about an Object (custom or standard). The following properties are shown in the report:

  • Name
  • API Name
  • Description
  • Is Custom?
  • Compact Layout
  • Action Overrides
  • Business Processes
  • Compact Layouts
  • Fields
  • Indexes
  • List Views
  • Record Types
  • Validation Rules

Permissions

Report with all the permissions on the Object's fields given by Profiles and Permission Sets.

Flows

Flows


Flow

Create a report with all the information about a Flow. The following properties are shown in the report:

  • Name
  • API Name
  • Description
  • Status
  • Process Type
  • API Version
  • Create Records
  • Delete Records
  • Update Records
  • Screen Flow
  • Action Calls
  • Subflows
  • Quick Actions

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