• Mani Anand

Introduction To Workbench In Salesforce





Workbench is a web tool used to interact with Salesforce.com organizations via the API (Application programming interface). You can use Workbench to explore, inspect, edit, migrate and create data in Salesforce.com as well as Chatter and Force.com sites applications. Workbench is a powerful, web-based suite of tools designed for administrators and developers to interact with Salesforce organizations via the Force.com APIs using their normal browser window.


Workbench allows you to access most of the basic administrative operations available on the API page in a more user-friendly interface and adds several unique features that are only available through this application making it easier to inspect, edit, and export metadata than ever before! You can also use Workbench to develop customizations for Salesforce.


What Can You Do With Workbench?


Salesforce Workbench is your one-stop shop for all things Salesforce-related. From creating and managing your Salesforce organizations to importing and exporting data to viewing and editing your Salesforce data.


It also lets you :

  • Explore: Workbench allows us to explore, inspect, edit and migrate data in Salesforce.com organizations through a user interface that provides rich interaction capabilities such as drag-and-drop, form validation, and validation rules for custom objects such as Custom Objects or Accounts.

  • Inspect: View data from any API in your company's history or active record objects with inspect; produce reports based on this data and other KPIs; convert to HTML, CSV, or XML files.

Workbench also includes a jobs manager to manage custom processes such as email notifications or data import/export that is executed when your user performs certain actions.


How To Use Workbench?


Workbench is an essential tool for managing your Salesforce data. But before we get too deep, let's take a moment to learn how to use it. Workbench is divided into three main sections: the left navigation pane, the main work area, and the output panel. The navigation pane contains all of the tools you'll need to access your data, while the main work area is where you'll do all your actual work. The output panel displays the results of your actions.

So how do you use Workbench?


1. The first step is to select the object you want to work with. You can do this by either clicking on the tab at the top of the navigation pane or typing its name into the search bar.


2. Once you've selected an object, the next step is to choose the action you want to perform. This can be done by clicking on one of the toolbar's buttons or selecting an option from the menu bar.


3. Finally, enter your criteria, click the execute button, and watch as Workbench does all the hard work for you!


Workbench Is Free


Workbench can be used without paying for any plans or subscriptions. This indicates that you are free to use the tool for as long as you like without worrying about being restricted by a contract or subscription agreement.


Workbench is a web application with an API (application programming interface) that lets users interact with their Salesforce organizations. The principal motivation behind utilizing this apparatus is for investigation, examination, and altering information in your association's Salesforce organizations.


Conclusion


Workbench is a powerful tool that allows users to interact with Salesforce.com organizations via the API. It provides a more intuitive user interface than traditional tools like Force.com Explorer and Chatter which allow access only to basic data operations but also includes several unique features of their own that are not available through any other tool.


Contact our professionals at Apphienz if you want more information about how Workbench in Salesforce works. Visit our website or email info@apphienz.com to learn more about who we are and what we do.

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