How to Install Org Dictionary, a Salesforce Schema Reference Book - Step by Step Installation Guide
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The document provides a step-by-step installation guide for Org Dictionary, a Salesforce metadata management tool designed to help users create and maintain custom Salesforce vocabulary. It highlights the application's benefits, including improved knowledge management, enhanced learning, and streamlined collaboration, along with its user-friendly interface and customizable features. Additionally, there are guidelines on developing similar applications and contact information for Fexle, the company behind Org Dictionary.
How to Install Org Dictionary, a Salesforce Schema Reference Book - Step by Step Installation Guide
- 1. How to Install Org Dictionary, a Salesforce Metadata Management Tool - Step-by-Step Installation Guide Org Dictionary - A Brief Introduction Introduction Org Dictionary is an innovative application that empowers users to create and maintain their Salesforce metadata vocabulary, including custom objects, fields, record types, and more. While Salesforce offers a pre-defined object model to assist developers, Org Dictionary elevates this experience by allowing users to build custom, project-specific glossaries. Developed by FEXLE, a leading Salesforce consulting firm, the application allows users to create a tailored vocabulary that aligns with their unique metadata and project requirements.
- 2. Benefits of Org Dictionary With Org Dictionary, businesses can enhance team collaboration by establishing a shared understanding of custom data. The application's user-friendly interface and advanced features make it an essential tool for any Salesforce user looking to optimize their workflow and strengthen their organization's Salesforce experience. ● Improved Knowledge Management: Org Dictionary is a centralized repository for all your custom Salesforce metadata terminology. This resource allows your team to access and reference custom objects, fields, record types, and other metadata in one unified location. As a result, your team can work more efficiently and effectively with the entire Salesforce ecosystem. ● Enhanced Learning: Org Dictionary simplifies the process of learning about new objects and their metadata through a clear, user-friendly interface. Whether you are a developer, administrator, or business user, you can easily understand the purpose and details of custom objects and their associated metadata, enabling faster onboarding and training for team members. ● Streamlined Collaboration: By providing a shared understanding of custom metadata, Org Dictionary facilitates seamless communication and collaboration between developers, administrators, and business users.
- 3. Features of Org Dictionary Org Dictionary is designed to support both Salesforce versions, Classic and Lightning, ensuring seamless integration and compatibility with different environments. Users can also review these components for future reference and seek expert advice. It has many more intuitive features, some of which are as follows - ● Customizable Dictionaries: Org Dictionary allows you to create project-specific dictionaries to store and manage your custom metadata terms according to your unique business needs. This feature ensures you have a tailored resource for your organization's specific projects and processes. ● User-Friendly Interface: Org Dictionary offers a simple and intuitive interface that makes accessing and managing your custom metadata terminology straightforward and efficient. This user-friendly design allows users of all experience levels to easily navigate and utilize the application. ● Object and Field Exploration: With Org Dictionary, you can delve into the details of custom objects, fields, and their metadata. This capability provides valuable insights and deeper understanding, allowing you to optimize your Salesforce setup and make informed decisions when working with your custom data.
- 4. ● Data Export: Org Dictionary enables you to export your custom metadata dictionary for offline use or sharing. This feature allows you to easily share your custom metadata information with colleagues, partners, or other stakeholders outside of Salesforce, ensuring that everyone has access to the data they need, even when not connected to the platform. Step-by-Step Guide to Installing Org Dictionary To install and set up Org Dictionary, follow these steps: Step 1: Pre-Installation Step Before you begin using this package, make sure the domain is enabled. If it is already enabled, proceed directly to Step 2. Steps to enable domain: 1. Go to Setup. 2. Type My Domain in the search box. 3. Create a domain for the org and Deploy it to Users.
- 5. Step 2: Installation Steps 1. Open the URL below to install Org Dictionary: Org Dictionary Installation 2. Choose one of the installation options: Install for admin, Install for all users, or Install for specific profiles. Then click Install. 3. Note: The installation process may take a few minutes. Once it is completed, click on Done. ● If you selected Install for Admins only, then the admin (user) must assign the permission set (All Access) to all those who will use this package. ● If the package is installed for end-users, there is no need to assign the permission set. Step 3: Post Installation Steps 1. Create a Remote Site Setting in the org: 2. Go to Setup. 3. Type Remote Site Setting in the search box. 4. Click the New button.
- 6. ● Remote site setting --> your org new URL (After enabling the domain). For example- https://orgdictionary-dev-ed.lightning.force.com and replace .lightning.force.com with --c.visualforce.com. Step 4: Run the App 1. Go to the App Launcher icon and select the Org Dictionary app. 2. Then click on the Org Dictionary tab. 3. This will open the landing page where you can find a list of objects. To learn more about the functionalities of Org Dictionary, refer to our user guide. How do you develop an app like Org Dictionary? To develop an app like Org Dictionary, you need a comprehensive understanding of Salesforce's AppExchange ecosystem and its app development process, including designing intuitive interfaces, integrating data sources, and ensuring compatibility with Salesforce's security and customization standards. Developing an app like Org Dictionary involves several key steps: 1. Data Definition: Define the core data structure for your app. This includes the Salesforce metadata components like custom objects, fields, record types, and relationships. 2. User Interface (UI) Design: Craft a user-friendly interface for searching, browsing, and managing the Salesforce metadata terms. Consider functionalities like filtering, sorting, and detailed information views.
- 7. 3. Integration with Salesforce: Establish a secure connection between your app and the user's instance. This allows the app to access and display relevant metadata information. 4. Offline Functionality (Optional): Consider enabling users to access basic information even when offline. This might involve caching essential data locally on the device. 5. Deployment: Choose a suitable deployment strategy. The Salesforce AppExchange is an ideal distribution platform for a business-focused app like Org Dictionary. FEXLE, a leading Salesforce app development company, specializes in creating innovative and high-quality apps for AppExchange. Their expertise includes leveraging Salesforce technologies to build tailored solutions that enhance business productivity and user experience. Contact Information: Contact FEXLE today to learn how we can help you maximize the advantages of Org Dictionary and optimize your Salesforce environment. Email: info@fexle.com Phone: +1 (630) 349 2411