1. What is Workbench for Salesforce?

Workbench is a free to use, feature rich, online tool used by Salesforce Developers and Admins to interact with Salesforce.

2. How can you access Workbench for Salesforce?

Steps to access Workbench:

Workbench for Salesforce Login Page
Step 1. Workbench Login URL: https://workbench.developerforce.com/login.php
Step 2. Select Environment (For developer org please select production)
Step 3. Select API Version (recommended leave it to the default value shown on screen)
Step 4. Agree to the terms of service
Step 5. Click on Login with Salesforce button
Step 6. Salesforce Login Screen will be displayed. Please enter Username and Password and click on Log In button
Workbench Salesforce Login Page
Step 7. If you logging in for the first time you will have to Allow Workbench to access your Salesforce Org

Workbench Salesforce Login Approval
Step 8. On successful log in Workbench Home screen will be displayed.
Home Page

3. What are the key features of Workbench for Salesforce?

Workbench Features List

Workbench features can be categorized into 6 BROAD categories:

  1. Setup – Update Workbench Settings
  2. Info – Information about Standard/Custom Objects, Metadata and Session
  3. Queries – SOQL and SOSL Queries
  4. Data – Insert/Update/Delete Data
  5. Migration – Deploy, Retrieve Metadata
  6. Utilities – Rest Explorer, Password Management

3.1 Setup – Update Workbench Settings

Workbench Setup Screen

3.2 Info – Information about Standard/Custom Objects, Metadata and Session

Workbench Info Screen

3.3 Queries – SOQL and SOSL Queries

Queries Screen

3.4 Data – Insert/Update/Delete Data

Workbench can be used to Insert/Update/Delete data from a Salesforce Org.

Data Screen

3.5 Migration – Deploy, Retrieve Metadata

Workbench can be used to retrieve metadata from a Salesforce org to a zip file and vice versa.

Workbench Migration Screen

3.6 Utilities – Rest Explorer, Password Management

Workbench Rest Explorer

4. Key Considerations for using Workbench for Salesforce

  • Workbench is free to use, but is not an official salesforce.com product.
  • Workbench has not been officially tested or documented. salesforce.com support is not available for Workbench.
  • Data from your Salesforce Org may be stored for sometime on Workbench Servers

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