Salesforce how-to guides
Short answers to questions Salesforce admins and developers ask every day – what Salesforce Setup shows, the manual way, and the quicker way with doDev, a free Chrome extension.
Access and permissions in Salesforce
- How to see who has access to a field in Salesforce
- How to find users with a system permission in Salesforce (e.g. Export Reports)
- How to see who can access a record in Salesforce – and why
- How to see everything a Salesforce user can access
Compare profiles, permission sets and users in Salesforce
- How to compare two profiles or permission sets in Salesforce
- How to compare a profile between two Salesforce orgs (sandbox vs production)
- How to compare a profile with a permission set in Salesforce
- How to compare a permission set between Salesforce sandbox and production
- How to compare permission set groups in Salesforce
- How to compare two users in Salesforce
- How to compare a user in two Salesforce orgs
- What do all users in a Salesforce role or profile have – and who is different?
Compare Salesforce orgs
- How to compare Apex and metadata between Salesforce sandbox and production
- How to compare a Salesforce object between two orgs
- How to compare settings between two Salesforce orgs
- How to compare two Salesforce records – field by field, even between orgs
Salesforce data
- How to query Salesforce data without writing SOQL
- How to import, update or delete Salesforce records from a CSV or Excel
Find and monitor in Salesforce
- How to find any metadata in a Salesforce org – objects, fields, flows, Apex
- How to find where a field is used in Salesforce before you change or delete it
- How to monitor scheduled and failed Apex jobs in Salesforce