#RRTreasureHunts6 discussing

Sharing a new update to the Salesforce Metadata Navigator plugin. 

The plugin now supports:

• comparing Profiles and Permission Sets together
• reviewing differences side by side
• updating both Profiles and Permission Sets directly from the plugin

This helps reduce the time spent navigating across different setup pages when reviewing or adjusting access. It is especially useful when validating security differences, troubleshooting user access, or cleaning up permission models. 

A few key improvements:

• compare Profiles vs Permission Sets in one place
• review changes before saving
• update access directly through the plugin
• streamline admin and architect workflows

Built this to make permission analysis and maintenance much more practical inside day-to-day Salesforce work. Would love feedback from the community. 

Built a new Object Explorer experience into Salesforce Metadata Navigator

 to cut down the clicks it takes to inspect object setup. 

You can jump into a specific object’s configuration from anywhere and browse it in a mini Salesforce-style Object Manager layout right inside the extension. Instead of bouncing through multiple Setup pages, you can quickly access: 

• Details
• Fields & Relationships
• Page Layouts
• Lightning Record Pages
• Buttons, Links, and Actions
• Compact Layouts
• Field Sets
• Record Types
• Search Layouts
• Object and Field Access
• Triggers
• Validation Rules
• and more

The goal was simple: reduce navigation time for admins and architects who spend too much time drilling through Setup just to find one object setting. 

It gives you a faster way to inspect metadata, open the exact setup page you need, and move between object-level configurations without losing context. 

If you work across multiple objects every day, this makes admin work feel much more direct and a lot less click-heavy. 

#Salesforce Admin #Trailblazer  #Salesforcearchitects  #Metadata  #Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

One small Salesforce debugging pain point I wanted to solve: 

You see a validation rule error in the debug logs, but you have no idea where it’s coming from.

In large orgs, manually checking objects and validation rules can take forever. 

So I added a feature in my Salesforce Metadata Navigator

plugin that lets you search validation rules using: 

🔍 Error message 

🔍 Validation rule name 

🔍 Object name 

The plugin searches across your metadata and helps you instantly find the exact validation rule causing the issue. 

This has already been a big time saver during debugging and support work.

Sharing a quick demo GIF below. 

Would love any feedback, suggestions, or ideas for improvement from the Salesforce community! 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

 Hey Trailblazers! Quick Permission Set Magic is now available in  Salesforce Metadata Navigator

I built a Salesforce metadata plugin that helps with things like: 

•  Comparing and editing permission sets
•  Navigating to objects, fields, flows, and validation rules faster

Permission set manager features: 

•  Pick 1 or 2+ permission sets to compare/EDIT side-by-side.
•  See exactly where they differ (object, field, system, Apex classes, VF).
•  Edit permissions directly and save changes back to Salesforce.
•  Export csv with the permissions.

I’d love to get your thoughts or any feedback on it.  

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

Hey Salesforce Trailblazers! ☁️ 

I’ve been hacking away at a side project to solve a personal frustration, and I wanted to see if other Admins would actually find this useful before I take it to the next level. 

The Problem:

I spend way too much time navigating through the Object Manager just to find one specific field. It’s a lot of clicks, a lot of loading screens, and a lot of wasted time. 

The Tool: A lightweight "Field Finder" plugin.

• You type the Object name (it has autocomplete).
• It instantly lists all the Fields.
• You click the field, and it teleports you directly to that field’s settings page in Setup.

It’s currently in a "working prototype" stage. I’m trying to decide if I should put more time into polishing it and making it available for you guys to test and use. 

If this is something that would save you time in your daily workflow, could you let me know?

• Drop a "Yes" in the comments.
• Or let me know: What’s the one thing you hate most about navigating Setup?

If there’s enough interest, I’ll prioritize getting a version ready for you all to try! 

 Faster Profile & Permission Set navigation inside Setup 

Hey Trailblazers 👋 

While working in large Salesforce orgs, one thing that consistently slows me down is navigating Profiles and Permission Sets. 

Loading the page, searching for the profile, waiting again, then clicking through menu items like Object Settings or Apex Classes… it adds friction, especially when Salesforce pages take their time in big orgs. 

I’ve added a new feature to Salesforce Metadata Navigator to reduce this. 

What’s new:

• Search Profiles and Permission Sets directly
• Load all related menu items in one place (Object Settings, Apex Classes, Connected Apps, etc.)
• Click any item and land directly on the exact Setup page

The idea is simple: 

Skip the waiting and unnecessary clicks. 

I’d really appreciate feedback from the community:

• Are there specific Profile/Permission Set sections you access most?
• Anything missing here that would save you more time?

If you try it, let me know what can be improved. I’m actively refining this based on real admin workflows. 

Thanks 🙏 

#Salesforce Admin #TrailblazerCommunity  #Automation

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

Ever needed to answer this in Salesforce… fast? 

“Where is this subflow being used?” 

​ 

In large orgs, this is the difference between a safe refactor and a surprise outage. 

​ 

New in Salesforce Metadata Navigator: Subflow Usage Finder. 

​

• Pick a subflow
• It scans active and draft flows
• It instantly lists every flow that calls it

​  

Use cases: refactoring automation, debugging weird behavior, cleaning up legacy flows, deprecating safely. 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

Quick question. 

 Have you ever wanted to 

export a List View along with its fields and filters, and also get the exact SOQL query

 behind it? 

We just released a new Salesforce plugin that: 

• Exports List Views with selected fields (Select the Object --> Select the List view --> Export)
• Auto-constructs the SOQL query from List View filters
• Lets you run or reuse that query instantly

This was built to save time and reduce repetitive work for admins and developers. 

Would love for you to try it and share your feedback. 

 Suggestions, improvements, and feature ideas are all welcome. 🙌 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

Hey Trailblazers 👋 

I’ve built a Chrome extension called Salesforce Metadata Navigator

 to solve problems I kept facing in large orgs: 

• Navigate to the Field without endless Object Manager clicks
• Navigate to Flow versions quickly
• Identifying the exact validation rule blocking a record
• Exporting List View data without rebuilding SOQL
• Debugging complex formulas that look like walls of text

The goal was simple: reduce admin friction and save time inside Setup. 

If you work with complex metadata daily, I’d love for you to try it and share feedback 🙏

Happy to improve this based on real-world use cases. 

Field Finder:

Validation rule search:

Exporting list views:

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation

 Salesforce Flow Series – Part 2 is Live!

 In my second blog post of the Salesforce Flow series, we finally move from theory to hands-on building.  

This time, we’re creating our first real Record-Triggered Flow — step by step.  

In this post, I cover: 

 ✅ How to create a Record-Triggered Flow from scratch 

 ✅ When and why to use entry conditions 

 ✅ How to use Decision elements correctly 

 ✅ How to automatically create related records 

 ✅ A real-world example using Opportunity → Task automation  

This post is designed for anyone who understands Flow basics but wants to see how everything actually comes together in a real scenario.  

If you’re learning Salesforce Flow or trying to build confidence with automation, this is the perfect next step.  

📘 Read the full blog here: 

#Salesforce @* Release Readiness Trailblazers *@* Salesforce Administrators *@Admin Tricks #RRTreasureHunts #New Releases #Automation @Salesforce Flow Automation