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    How to Use “WORKBENCH” with Salesforce!

    Himanshu May 1, 2016
    22,811  Views

    Workbench is a tool designed for administrators and developers to connect with Salesforce organizations. Salesforce Workbench provides support for the Force.com Partner, Bulk, Rest, Streaming, Metadata, and Apex APIs that allows users to describe the things, Query on the objects, Manipulate the data, Data loading, Migration in Salesforce organizations directly in their web browser with a simple user interface.

    Workbench Login URL:- https://workbench.developerforce.com/login.php

    1.Login to Salesforce Workbench. Select the environment sandbox or production(developer) org. Login to Workbench

    2. After you log in, you will see a page that allows you to jump to a different option.

    Workbench Login

    (A) INFO

    (i) Standard and Custom Objects:- In this section, we can choose any object and the related information shows on the screen.

    INFO

    (ii) Metadata Types and Components:- In which, we can choose any Metadata Component(like Apex class, Apex Page, workflow, approval etc) and the related information shows on the screen.

    Metadata Types and Components

    (iii) Session Information:- In this section, we can see the current user session details.

    (B) Queries

    (i) SOSL:- In this section, we can select the object, fields and apply the condition’s to build a SOQL query and View the records as a list, matrix format and also download the records in CSV’s format.

    SOSL

    In the same way, we can also write SOSL queries.

    (C) Data

    In this section, we can select the particular object and perform the following operations like insert, update, delete, undelete, upsert, purge the records and also upload the records from CSV or ZIP File We can also see the records by clicking view in Salesforce button that redirects into your org.

    (D) Migration

    We can retrieve the package by using package.xml and also deploy in the salesforce organization.

    (E) Utilities

    (i) Rest explore:- We can choose the Http method to perform on the Rest API Service.

    Rest explore

    (ii) Apex execute:- We can create ,update ,delete the records. It works same as Execute Anonymous Window.

    Apex execute

    (iii) Password Management:- We can set or reset the password of our Salesforce org.

    Password Management

     

    Categories: Others
    Tagged: Bulk, ForceDotCom Partner, ForceDotCom Support, Metadata, Metadata Component, Rest, Salesforce Workbench, SOQL, SOSL queries, Streaming, WORKBENCH, Workbench Salesforce, Workflow

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