Skip to main content

Brobench

Brobench (Browser Workbench) is a Chrome/Edge extension that provides many features to enhance your work day with Salesforce. It is secure, and easily accessible without any additional configuration. Read on to know more about how to install and use it.

Features

Here is the list of features that are included in the Brobench

  • Configure Salesforce Connections protected by Master password
  • View recently accessed records and view them
  • View all fields of a record including field labels, types, access etc.,
  • View Sobjects and its details
  • Access all Setup urls as shortcuts with the ability to add custom shortcuts
  • Search for Users, reset passwords, and do Log in As
  • View Org Limits

Installation

Supported Browsers

Brobench is a browser extension that adheres to Chrome Extension Manifest v3, and it is supported in the following browsers.

  • Chrome Latest
  • Edge Latest

If you use Firefox or Safari, we may extend the support later depending on the adoption of the extension.

From Webstore Store

Brobench is available in Chrome Webstore here. Click on Get button to install the Extension. Note that Edge browse supports installing from same Chrome Webstore as well and functionality works just like in Chrome.

Once installed, the Brobench Icon should be visible on the right side of the Sfdc UI Pages. Click on that icon to open the Popup. You can also Cmd+Click or Ctrl+Click to open the app in full tab

From Local Drive

If the Datasert team shares a beta version of Brobench for you to give it a try, it needs to be installed as Unpacked Extension. To do that, the Datasert team will share a URL to a zip file. Download and install as outlined below.

tip

If you have already installed an earlier version of Brobench from your local drive, you do not need to uninstall before installing a new version. Local versions will have label (Beta) in the version. Select the new version, browser will upgarde an existing extension to the new version.

  1. Go ahead and install the Extension from chrome webstore as explained in the previous section. We need some the config that extension sets up for local one to work.

  2. Disable the Chrome webstore extension (do not remove it).

  3. Download the Zip file from url shared by Datasert team and extract into a local directory. We recommend you copy file to <UserHomeDir>/Tools/Brobench so that you know exactly where it is. This also helps you to upgrade to a new version by overwriting files from a newer version.

  4. Copy and paste the below URL into the browser address bar. Press enter and it should show the Extensions page.

    chrome://extensions/
  5. Ensure Developer Mode is enabled

  6. Click on the Load Unpacked button and select the folder where files are extracted.

  7. It should have loaded the extension. Now navigate to any Salesforce UI and you should see the App Icon on the right side of the UI page

  8. You are good to go and use it

Enabling Incognito Mode

If you want to use the Brobench in InCognito mode, you need to enable the extension to be as such. Follow the below steps to enable it.

  1. Right-click on the Brobench Extension icon and select Manage Extension
  2. In the extension details page, select Allow in Incognito or Allow in inPrivate checkbox.

Disabling Extension

If you would like to disable the extension, follow these steps.

  1. Goto Manager Extensions page
  2. Search for Brobench. If you have both Chrome Webstore and local version installed, you need to be clear which one you are trying to disable. Chrome Webstore version can be identified by extension id lndibgemjcmiehfllbedihgpdbmafbgi
  3. Turn off the Switch next to the extension

Usage

info

Except Logins, most of the other Brobench features needs API access to connect to Salesforce. If you do not have API access, discuss with your Admin team and see if you can get access to it.

Brobench can be used for primary two purposes. To Log in to Sfdc and to interact with Sfdc Org once you log in. To get started, launch the app. It should show the below dialog. Common features are highlighted below. Goto feature specific section to know more about how to use that feature.

User and Org Info

Click on the User/Org title on the top right to show the brief details of the current Salesforce user and Org information. Click on the Id to view its full details or view the record in the Sfdc UI

Searching in Grid

Many parts of the App support searching for records shown in the data grid. This section highlights some features of that search.

  • Search text must be more than single char
  • Enter any text to filter records. Row is considered matched if any searchable column cell value contains the search term
  • Special chars in the cell values are replaced with space, and each word in the cell value is matched against the search term
  • Enclose in quotes (single or double) to do exact match. For ex., "Task" or 'Task'
  • Start with ^ to do starts with match. For ex., ^Account would match Account and AccountContactRole but not My_Account__c
  • Start with $ to do ends with match. For ex., $Account would match Account and My_Account__c but not AccountContactRole
  • Enter multiple search terms separated by comma (,) to show matches which matches any of the terms. For ex., entering Contact,Account would match Account, Contact, OpportunityContactRole etc.,

View Full Page

Brobench by default is shown as a popup as per Chrome Extension guidelines. That popup is dismissed if you click on other parts of the browser, or you focus out of browser into other applications on your computer.

If you want to view the app in full page or keep it open without it being dismissed, click on the Full Page icon in the app header. That should open the app in full page view, and it stays put as you navigate in your system.

View Help

You can view the Help page for Brobench by clicking on the Brobench Icon and then clicking on the Help link. You can also click on the Help icon as shown below which opens the help for current tab that is currently selected.

Backup

Export Backup

While the majority of data that you see in Brobench is coming from Salesforce, while it is cached, it doesn't need to be backed up. However, the app does store some configuration items like Query Snippets, Query History, Connections, etc.,

You can lose this data if you remove the extension and install it or if you delete the data by yourself through the app or other means. By backing up, you can keep the configuration safe and import it back later when in need.

To back up, follow these steps.

  1. Click on the Profile icon in the top right corner of the app
  2. Select Options, which should show the Options dialog below. Click on Export tab
  3. Copy the Json and save it into some folder

Import Backup

warning

Import process overwrites all your current configuration with data being imported. If you are not sure if you are going to lose any configuration, backup first

  1. Click on the Profile icon in the top right corner of the app
  2. Select Options, which should show the Options dialog below. Click on Import tab and enter the Json you want to import. Note that Json must be exported by Brobench. Otherwise, you may corrupt the installation.
  3. Paste the Json and click on Import.
  4. App is going prompt for confirmation and after confirmation, it will overwrite the configuration from the import.