15 Salesforce Admin Tools You Must Have for a Smooth Workflow

 You need the most powerful and impactful Salesforce admin tools and tech help to automate your workflow, maximizing productivity. In a tech world, you must use and ease your day-to-day tasks with the right technological tools. Salesforce is a customizable platform you need to manage and ensure that your client or organization gets 100% benefits. Hence, you need the support of various tools to keep you up-to-date and filled with new ideas and opportunities.

That's why here we are with a comprehensive list of Salesforce admin tools shared by the highly experienced Salesforce admin training Specialist at QuantoKnack training. These tools will help you customize organizations, manage data, and create the best user experience. Let's explore each one of them in detail.

15 Salesforce Admin Tools That You Must Adopt Today!

Salesforce Inspector

You can inspect and access the data and metadata, raise queries, export data, and troubleshoot and debug the platform using Salesforce Inspector. It lets you fetch data directly from Salesforce, running SOQL queries effectively. Also, Salesforce Inspector allows you to export records to CSV to keep backups and analyze them offline if required at any time.

Trailhead

As everyone knows, Trailhead is the Salesforce educational platform that provides interactive learning modules and trails based on Salesforce products and features. You get to earn various badges and points while reading from Trailhead, and it allows you to use them to complete multiple modules and trails and stay updated about the Salesforce platform. There are some alternative platforms as well, like QuantoKnack, where you can get Salesforce administration training to develop your skills, prepare better to complete the certification, and stay updated with all the Salesforce updates of the years. These online Salesforce admin training programs help you increase your network and study with Salesforce professionals. 

Salesforce Health Check

If you need any assistance to evaluate your Salesforce platform health, Salesforce health check is the right tool. It identifies the issues and recommends the best practices and mitigation ideas to manage optimal performance.

Better Salesforce Formula Editor

Formula editing can be tedious or require much time, but not anymore! Now, you can use the Salesforce formula editor that enhances the UI and helps build and maintain various complex Salesforce formulas. Its color-coded syntax makes it easy to read and debug. Also, it offers help with formula construction by suggesting possible functions and fields.

Lightning App Builder

Another Salesforce admin tool you can utilize is Lightning App Builder, which has a drag-and-drop interface to create custom pages and applications. This way, your Salesforce platform aligns with the business needs and even boosts the user experience. Also, it can be utilized to ensure your applications and pages are responsive to mobile devices. 

Salesforce Optimizer

As a Salesforce Admin, your roles and responsibilities include interpreting organizational performance using the best practices, so this tool can assist you in that. It reviews customizations and suggests various components that you can optimize to boost the app's performance. Also, it identifies the unused features that are highly recommended to be removed for better functioning of your platform.

Flow

You can use the flow to automate business processes and repetitive tasks, manage complex processes, and improve efficiency. Its drag-and-drop interface helps you create and manage automated visual workflow for complex business logic and interactions. You can set up the flow to trigger based on events, user actions, or scheduled times. Also, you can create modular subflows to reuse components across different flows and use built-in debugging tools to test and troubleshoot these flow logic.

Einstein

AI is a trend that never gets old! So, you can utilize Einstein to build and deploy custom AI models into Salesforce for predictive analytics, automated insights, and intelligence features. It enhances data-driven decision-making and automates the tasks to score leads and opportunities based on predicted outcomes. Also, it sends personalized product or content recommendations to users and automatically generates insights and summaries from large datasets.

Workbench

Salesforce admins must handle sessions and troubleshoot login issues, for which you can use Workbench. It manages SOQL and SOSL querying and data operation and helps in data manipulation. You can get support for data querying, debugging, and performing administrative tasks. 

Data Loader

Managing bulk data operations and records is the biggest task in the Salesforce admin role. We recommend Data Loader, which helps you insert, update, delete, and export records in bulk. You can easily handle large data volumes, migration, and mass updates and schedule regular data import and export jobs for ongoing data management. This tool maps the data fields between Salesforce and external sources during import and reviews detailed logs for failed records and troubleshooting.

Mass Transfer Records

Transferring the data recorded is a risky task that is easy with mass transfer records. You can easily transfer record ownership in bulk, batch processing, record ownership changes, and reassign record ownership for organizational changes or data management. It's easy to select records based on specific criteria for transfer and transfer ownership of records in bulk to another user. Also, you can monitor and manage the impact of ownership changes on user workloads, keeping track of and properly reporting on changes made during mass transfer operations.

Salesforce Navigator

Salesforce Navigator supports Salesforce features and functionalities navigation and shares best practices and tips for effective Salesforce usage. It also measures various metrics with a personalized dashboard and provides resources and tutorials for new users to get up to speed.

Salesforce DevTools

You can use Salesforce DevTools for code development, debugging, and metadata management. It supports development activities, troubleshoots code issues, and integrates with version control systems for managing code changes between Salesforce environments. Also, you can run automated tests to ensure the quality and functionalities of Apex code and integrations. 

Salesforce CLI (Command-line interface)

You can use CLI for metadata management, streamlining development processes, task automation, and integration with other tools. It helps automate repetitive tasks using scripts and command-line operations and efficiently manages multiple Salesforce environments and configurations. Also, you can deploy and retrieve metadata components from Salesforce.org and integrate them with CI/CD pipelines for continuous integration and deployment.

Summing Up

Being a Salesforce admin demands a lot of tasks and team management. That's why it will be helpful for you to utilize the best tools available in the market. These Salesforce admin Tools will improve your work process and efficiency, removing various hassles from your career journey. These are the real solutions you have been looking to optimize workflow, simplify tasks, and enhance productivity. The experts at QuantoKnack Training especially suggest these. They have years of experience providing Salesforce admin training to candidates without any technical background, from beginners to experienced. They train all the students for your Salesforce admin certification, providing hands-on experience by working on live projects during the course. Not only this, but QuantoKnack also supports every candidate in placement to ensure everyone gets their dream job with high pay.

So, what are you waiting for? Enroll today and kickstart your career in Salesforce with proper training, experience, certification, and a job afterward.