Salesforce Workbench is an Indispensable tool for any #Salesforce Developer and Administrator. Learn how to use it a Pro

1. New Delhi Salesforce Developer User
Group
How to use Workbench like a Pro

2. What is Salesforce Saturday?
• First started by Stephanie Herrera in Austin, Texas.
• Every Saturday we will meet either online or offline to
discuss, learn about Salesforce, prepare for Salesforce
Certifications.
• Helping each other learning new stuff.
• Volunteer based program where anyone can share any
kind of expertise, they might have in Salesforce.

3. What is Salesforce Saturday?
Stephanie Herrera
• Salesforce MVP
• Founder of #SalesforceSaturday Austin, Texas
• She was recently interviewed on the
#ButtonClickAdmin Podcast.
Listen to the Podcast here:
https://admin.salesforce.com/always-learning-
stephanie-herrera
Follow her on Twitter:
@steph_herrera_

4. Who the hell am I?
Atul Gupta
• Organizer of New Delhi Salesforce DUG
• Organizer of #SalesforceSaturday,
Delhi Chapter
• Active on Salesforce Success Community
• Blogging at www.cloudvandana.com
• Independent Salesforce Consultant/Developer
• Find me on Twitter @atul31Gupta

5. Who the hell am I?
Atul Gupta
Twitter
http://twitter.com/atul31gupta
LinkedIn
https://in.linkedin.com/in/atul31gupta
Facebook Page
https://www.facebook.com/atul31gupta
Blog
www.cloudvandana.com

6. Workbench : What is it?
Workbench is a Life Saver for a Salesforce Developer
and Admin.

7. Workbench : What is it?
Workbench is a web-based suite of tools designed for
administrators and developers which can be used to
quickly view their organizations' data and metadata, test and
troubleshoot their own applications, and be a one-stop shop
for interacting with the various Force.com APIs.

8. Workbench : Overview
• PHP based application
• Supported for
i. Force.com Bulk API
ii. Rest API
iii. Streaming API
iv. Metadata API
• You can
i. Describe
ii. Query
iii. Manipulate
iv. Migrate
a. Data
b. Metadata in Salesforce.com organizations

9. Workbench : Overview
• All this is done directly in the web browser with a simple
and intuitive user interface.
• It has got single sign-on integration within the Salesforce
application.
• Initiated and created by the Ryan Brainard.

10. Who is Ryan Brainard?
Ryan Brainard
• Previously worked at Salesforce for 7 years
• Principal Member of Technical Staff at
Heroku for the last 1 year
You can find Ryan:
Github : https://github.com/ryanbrainard
LinkedIn : https://www.linkedin.com/in/ryanbrainard
Twitter : https://twitter.com/ryanbrainard

11. How to Access Workbench?
URL:
https://workbench.developerforce.com/
Source Code(Github):
https://github.com/ryanbrainard/forceworkbench

12. How to contribute to Workbench?
• You can contribute to Workbench on Github
• You can even deploy your own instance of workbench on
Heroku by going through the ReadMe file on
https://github.com/ryanbrainard/forceworkbench
• If you face any issues with Workbench and need any help
around it, you can post your questions here
http://groups.google.com/group/forceworkbench

13. Login to Workbench
• Choose Production for Developer and PRODUCTION
Environments.
• Choose Sandbox for all SANDBOXES

14. Workbench Settings
• General Options
• Login Options
• Describe Results
• Data Management Options
• Query & Search Options
• Package Version
• Apex Execute Logging Options

15. Info Section
See Describe Information for
• Standard and Custom Objects
• Metadata Types & Components
• Session Information

16. Organization Information Hover
Quick glance of
• API Org is running on
• Logged in Use’s Username
• Org Id
• User Id

17. Organization Information Hover
Quick glance of
• API Org is running on
• Logged in Use’s Username
• Org Id
• User Id

18. Queries Section

19. Queries Section
• SOQL Queries
• Build and execute complex queries
• See their result at a glance
• SOSL Queries
• Build and execute SOSL queries
• See their result at a glance
• Streaming Push Topics
• See real time changes/updates to Salesforce Data by
subscribing to topics which retrieve information on the basis of
SOQL queries

20. Streaming API
Explore more about Streaming API
https://developer.salesforce.com/docs/atlas.en-
us.api_streaming.meta/api_streaming/

21. SOQL Queries
• Build complete SOQL Queries
• Get the Output in the form of
• List
• Shows records in a list
• Matrix
• SOQL Matrix view is a powerful way to group query results into
rows and columns, similar to a matrix report in Salesforce, but
with the power of SOQL.
• Bulk CSV (Uses Bulk API Jobs) – Output as CSV file
• Bulk XML (Uses Bulk API Jobs) – Output as XML file

22. Saved Searches
• You can save, share or later revisit your SOQL and SOSL
queries.
• Save/Bookmark the URL

23. Playing with Data

24. Playing with Data
• Choose Object Type.
• Put in Record Id if working with single record.
• Accepts CSV/ZIP files for working with data in bulk.
• Insert
• Update
• Upsert
• Delete
• Undelete
• Purge (Permanently delete records from recycle bin)

25. Smart Lookup
• Available on Insert, Update and Upsert
• Allows you to provide foreign external ids or standard id
lookup field values (i.e. foreign alternate keys) to
automatically find their respective Salesforce ids though
related objects.
• Example, Insert Accounts with Recordtype Names

26. Smart Lookup

27. Playing with Metadata
You can either
• Deploy
Metadata
• Retrieve
Metadata

28. Retrieve Metadata
You can either
• Retrieve metadata in bulk, single record or via
Package Name

29. Deploy Metadata

30. Deploy Metadata
• IMO, not a good tool to deploy changes
• Requires a flat file structure with
package.xml and all other components
to be in the same folder

31. Utilities

32. Utilities
• REST Explorer
• Apex Execute
• Password Management
• Bulk API Job Status
• Metadata API Process Status

33. REST Explorer
• Utility that gives you
access to Force.com
REST API
• Perform all RESTful
actions like
• GET
• POST
• PUT, etc
• Explore entire Data or
Metadata of the org

34. Apex Execute
• Run Apex Code as an
Anonymous Block

35. Password Management
• Manage/Reset passwords for any user
in the org

36. Job Status
• Bulk API Job Status
• Show the status of a Data manipulation
task like Insert, Update, Delete etc.
• Metadata API Process Status
• Shows status of Deploy or Retrieve
Tasks

37. Thank You
Thank you attending the session.

38. Thank You
Twitter
@newdelhisfdcdug
Meetup.com
http://www.meetup.com/New-Delhi-Salesforce-Platform-
Developer-User-Group
Success Community
http://sforce.co/1oc0lQA

39. Reach out to me !!
Email
gupta.atul31@gmail.com
Twitter
http://twitter.com/atul31gupta
LinkedIn
https://in.linkedin.com/in/atul31gupta
Facebook Page
https://www.facebook.com/atul31gupta
Blog
www.cloudvandana.com