Skip to main content

Logins Module

Logins feature allows you to store one or more Sfdc Connection credentials and then login to Salesforce with a click in various target locations (like same tab, new tab etc.,)

Master Password

Connections include very sensitive information like password and/or tokens. These must be safeguarded to ensure security. To that end, Brobench doesn't save the passwords/tokens in plan text but encrypts using a single password called Master Password. This Master Password is not saved to any persistent storage, and never transmitted outside your computer.

You need to set this password the first time you use the extension or after it data has been removed clean. In such cases, it will show the below dialog.

Make sure you enter a long (at least 12-15 chars) but memorable password.

Add Connection

To Add Connection click on Add Connection button which is shown when there are no Connections added or Plus icon in the Connections tab toolbar. It should bring you to the below dialog. Enter the details and click Save. See the table below for details of each field.

tip

By design Popup that is shown when click on the Brobench icon is dismissed when you click on other tabs or focus out. So to add connection, we recommend you first goto Full page mode and then add Connection

FieldTypeDescription
NameString (50)*This is name of the Connection. It must be unique. This is shown in the Logins list of Connections so keep it short and well representation of Org. For ex., uat or prdnew
GroupPicklist (50)Group this Connection belongs to. All existing Groups are shown there. If this is the first Connection being added or you want to specify new Group, just enter the group name. If you leave it blank, connection will be shown under <blank> group name
Org TypePicklistType of Salesforce Org of Connection. Select the one from Picklist. It defaults to Sandbox as that is most used value.
AliasString (25)Not used as of now so you can leave it blank
UsernameString (100)*Salesforce Username
PasswordString (100)*Salesforce Password
TokenString (100)Salesforce Secret Token
ColorConnection color. This is used to color the border of Connection when shown in Logins tab and also to highlight other parts of the app
Landing PageUrlThe default landing page after logging into the Org. You can select one of the pre-defined values or you can enter custom path. If you enter custom path, it must start with /
NotesString (4000)Any note you want to add to this connection. This is not used by the App for anything but purely for users use

Edit Connection

To edit a connection, click on the Pencil icon in the Connections Actions.

Delete Connection

To delete a connection, click on the Trash icon in the Connection Actions. It will prompt you to confirm the deletion and after that it will delete the connection.

List Connections

Once you add all your connections, when you click on Logins tab, it shows the list of Connections grouped by their corresponding Group name. Groups are sorted alphabetically, so if you want, you can rename a group to add number to order them. For ex., 1 for Dev, 2 for Stage and 3 for Prod.

Connection Actions

Each Connection is shown as a box with border color you associated with Connection. When you hover over a Connection, additional actions are shown. Hover over each of the icons and hold for a few seconds, and a tooltip is shown with brief action description

  vs  

Here are various actions in the Connection.

ActionDescription
1Initiates Login in new tab
2Initiates Login in current tab
3Initiates Login in new tab
4Initiates Login in new window
5Initiates Login in incognito window
6Favorites or Unfavorites a Connection
7Open More Actions Menu

When you click on More Actions menu item (vertical ellipses icon), a menu is shown.

Group and Actions

Connections are shown under the group it is associated with. When you hover over the group, it is highlighted and additional actions are shown. Click on Pencil icon to edit and Trash icon to Delete the group.

warning

When you delete a Group, all if its connections are also deleted. If you want to retain any of the Connections, first edit each connection to assign a new Group and then delete the old Group

Searching

You can filter one or more Connections by entering search term in the Search input box. It searches in the Name, Username and Group name to search. Search algorithm is the same as used throughout the app. See Searching section for more info. Click on the Clear icon in the Search Input box or manually clear the search term to show all Connections again.

Favorites

You can Favorite any of the connections. Click on empty Star icon on Connection Actions. To unfavorite it, click on the filled Star icon

Logging In

To Log in to an Org you can click on the name of the Connection or one of the Hover actions. Depending on where you click, the target where it is going to open the URL changes. See Connection Actions for details.

Once you click the action, it opens the URL in target location and logs you in. During the login process, the following message is shown in the Sfdc Login page.

Locking and Unlocking

The master password that you enter is stored in the session storage of the browser which will reset when you restart the browser or update the extension. In such cases, when you goto Logins tab, it will prompt you to enter the Master password.

You can also clear the entered master password by clicking on the Lock icon in the Logins toolbar. Once you clear, you cannot use any of the Connections until you unlock it by entering the Master password.

At this time, if you forget your master password, you will need to uninstall the extension and re-install to set up again. But in future versions, we will provide a mechanism to change master password or set up a new one.

Export Connections

To export connections, click on the Export icon

App should show dialog with Connections exported in csv format. Copy the contents and do what you need to do next.

warning

Connections are exported with password/tokens in plaintext for easy sharing and backup. So please be careful about it and safeguard it as appropriate to your company policy.

Import Connections

To import, click on the Import icon.

tip

Brobench Login Connection UI is designed to have short connection names so we can show many connections in a single line or page. If you are importing with long names, it may show the jumbled chars. If so, rename the connection name either before importing or after importing.

App should show below dialog. Select the format (CSV or ORGanizer) and enter the content in that format. Then click Import.

If successful, the app would show how many connections are imported. If connection name matches with any existing Connections, then Copy is suffixed to make them unique. If there are any errors due to validation or missing data, the app would show an error message.

Import ORGanizer Connections

ORGanizer is a Chrome extension that some may have used to log in to Salesforce. To export connections from there, follow these steps.

  • Login to Salesforce UI. ORGanizer extension is shown as icon at the bottom left of the screen (or other location as per its configuration)

  • Click on ORGanizer icon

  • Click on Options

  • Click on Import/Export and click on Export Data (JSON)

  • Now paste that json content into Brobench Import dialog and select format as ORGanizer Export and click Import