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Installation and Setup​

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.

Install 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.

Install 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

Pin Extension​

If you are planning to use the Brobench to log in to Salesforce orgs, then by pinning, you will have easy access to it. Otherwise, you would need to first access the full extensions list and then click on Brobench icon.

To pin, follow these steps.

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

Launch App​

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.

Launch the app by clicking on Brobench Logo on the right edge of your Salesforce UI. It should open the App Popup. You can also Cmd+Click or Ctrl+Click to open the app directly in full page mode.

If you are not in Salesforce Pages, for ex., to log in to Salesforce, then you need to launch it from the browser toolbar (Pin Extension for easy access).

Master Password​

At first launch app will ask you to set up a Master Password, which is used to encrypt other connection secrets to keep them secure. Go through Master Password page for more details. Once you have set the master password, continue here.

UI Layout​

Here is how the Brobench UI layout looks like

There are 2 main menus in the app. App Menu (Top Left of app) and Connection Menu (Top right of app). App Menu is used for actions pertaining to whole app, like opening modules or contacting support, viewing help etc., Connection Menu is used to interact with Connection specific aspects like Editing the connection, viewing Connection details, opening Salesforce UI pages for that Connection etc.,

App Menu​

Open the App Menu by clicking on the Brobench logo in the top left of the screen

Connection Menu​

Open the Connection Menu by clicking on the Connection Name in the top right of the screen

Connection Info​

Click on the Connection Menu -> <Connection Username> to show the details of the current Salesforce user and Org. Click on the Id to view its full details or view the record in the Sfdc UI

View Full Page​

Brobench by default is shown as a popup with in the page, which is great for quick peek into Record data, or quickly edit the records. However if you are using Brobench to query and other things, opening the app in full page view gives you the complete screen real estate and view more data without scrolling.

There are two ways to open the app in full page view.

  • Ctrl+Click or Cmd+Click the Brobench Icon in Salesforce Page

  • Click on the Full Page icon within the Brobench Popup

View Help​

We understand that it is hard to get to know new application/tool. We are here to help and provide you with details necessary to get familiar and get on your with day.

Click on the Help Icon in the Global Actions to open Help dialog.

It should below dialog with appropriate help. If related help is not shown, search for the topic name which should bring related help articles.

Activation​

By default, free features are enabled when you install the extension from Web store. If you would like to give full features a try, please email us at support@datasert.com and will send a activation code free of charge, which would be valid for 6 months. After that, we can extend again as appropriate.

To Activate goto App Menu -> Support -> Activation, enter the Email and Activation Code. It should show the dialog below once it is activated. If you want to remove activation, click on Remove Activation

Next Steps​

You have installed Brobench, activated and have a brief idea how to launch the app. Next, go through the [Modules] related help to understand