Workspace Tab

🏢 Org Tools Guide

What It Does

Org Tools is a comprehensive suite of organization-level administration utilities. Manage custom labels and translations, monitor org limits and governor quotas in real time, search metadata across your org, create and manage debug logs, and view org identity and configuration. All tools are accessible from a single tabbed interface without navigating to Salesforce Setup.

Why Use It

Org Tools saves time and keeps you focused:

  • Avoid Setup Navigation — Access org-level tools without digging through Salesforce Setup menus
  • Bulk Label Management — Export custom labels for team translation, then import them back
  • Real-Time Org Limits — Monitor API usage, storage, and governor limits before running bulk operations
  • Cross-Org Metadata Search — Find objects, classes, flows, and fields by API name quickly
  • Debug Log Management — Create trace flags and access debug logs without Setup access
  • Org Configuration Snapshot — View org edition, API version, org ID, and instance URL at a glance

How to Access

Open the TrackForcePro workspace popup and click the Org Tools tab (🏢 icon) in the main tab bar. The tab displays a panel toggle bar at the top with buttons for each of the five tool panels. Click any button to switch between panels.

You can also access specific Org Tools from the Sidebar on any Salesforce page by clicking "Org Tools" in the quick-access shortcuts.

Custom Labels Panel

View, search, and manage custom labels directly from TrackForcePro without visiting Setup.

Key Features

  • Search & Filter — Find labels by name, key, or category
  • 📤 Export Labels — Download labels as CSV for bulk editing or external translation
  • 📥 Import Labels — Upload translated labels back to your org
  • 🌐 Bulk Operations — Update multiple labels at once from CSV
  • View Details — See label key, value, language, and category

Translation Workflow

  1. Export: Click Export to download all custom labels as CSV
  2. Translate: Share the CSV with your translation team or use an external translation service
  3. Import: Upload the translated CSV back to your org via Import button
  4. Verify: Check that translations appear correctly in the label list
💡 Pro Tip: Exporting labels for team translation is much safer than having multiple people edit in Setup simultaneously. Avoids conflicts and makes translation easier to track.

Org Limits Panel

Real-time dashboard of your Salesforce org's governor limits and current usage as a percentage of each limit.

Monitored Limits

Limit What It Tracks
API Calls Daily limit on REST/SOAP/Tooling API calls. Critical before bulk operations.
File Storage Files and documents quota (in MB). Useful when bulk-uploading files.
Data Storage Records and custom objects quota (in MB). Monitor before large data loads.
Metadata API Concurrent deploy/retrieve limits. Important for CI/CD pipelines.
Batch Size Limits Records per batch in Batch Apex. Affects Batch Job scheduling.
SOQL Row Count Maximum records returned by a single query. Affects pagination logic.

When to Check: Before running large data migrations, bulk API operations, or batch Apex jobs. Also useful for monitoring API usage trends over time.

Red Zone Alert: If any limit shows > 80% usage, consider optimizing your operations or contacting Salesforce to request a limit increase.

Metadata Explorer Panel

Search metadata across your entire org. Find custom objects, Apex classes, flows, permission sets, custom fields, and more by API name.

How It Works

  1. Enter a search term (e.g., "Account", "CustomField__c", "MyBatchJob")
  2. Select a metadata type to filter (Optional: select "All Types" to search across all)
  3. Click Search
  4. Results display API names, types, and key metadata. Click any result to view details.

What You Can Find

  • Custom Objects — API names, creation date, accessibility
  • Custom Fields — Field name, data type, and parent object
  • Apex Classes — Class name, namespace, and version
  • Flows — Flow name, type (Cloud, Visual, etc.), and status
  • Permission Sets — Permission set name and description
  • Profiles — Profile name and object/field access levels
  • Custom Metadata Types — Custom metadata API names and record counts
vs. Setup Search: Metadata Explorer is for deep, cross-object searches by API name. Setup Search (native Salesforce) is for quick "where is this page?" lookups. Use the right tool for the right job.

Debug Logs Panel

Create and manage debug log trace flags without visiting Salesforce Setup. Enable logging for specific users, set log levels, and download logs for offline analysis.

Creating Debug Logs

  1. Click New Trace Flag
  2. Select a user to enable logging for
  3. Choose a log level: Debug, Info, Warn, or Error
  4. Set expiration (logs expire after 30 minutes by default)
  5. Click Create

Log Levels Explained

  • Debug — Most verbose. Captures all method calls, variable assignments, and system calls. Useful for deep troubleshooting.
  • Info — Medium verbosity. Captures main flow and important state changes.
  • Warn — Lower verbosity. Only captures warnings and errors.
  • Error — Least verbose. Only captures errors and exceptions.
Salesforce Limits: Each org can have max 20 active trace flags at one time. Logs are retained for 1000 lines or 24 hours, whichever comes first. Old logs are automatically purged.

Viewing & Downloading Logs

  • Click View Log to see log contents inline with syntax highlighting
  • Click Download to save the log file to your computer for offline analysis
  • Logs are displayed in reverse chronological order (newest first)

Org Identity Panel

View your org's configuration at a glance: edition, API version, org ID, instance URL, and other key metadata.

Information Displayed

  • Org Name — Your org's official name
  • Org ID — 18-character unique identifier. Copy for support tickets or API calls.
  • Instance — Which Salesforce instance your org runs on (NA, EU, AP, etc.)
  • API Version — Current API version (e.g., v60.0)
  • Edition — Org edition (Developer, Professional, Enterprise, Unlimited, etc.)
  • Feature Licenses — Active licenses (Einstein Analytics, Platform Events, etc.)
  • Created Date — Org creation timestamp
💡 Pro Tip: Copy your Org ID and instance URL from the Org Identity panel. These are useful for support tickets, documentation, and integration configuration.

Tips & Best Practices

  • Export labels for safe translation — Rather than translating in Setup, export to CSV, collaborate with your team externally, and import back. Avoids concurrent-edit conflicts.
  • Monitor limits before bulk operations — Check the Org Limits panel before running large data migrations, bulk updates, or Batch Apex jobs. Prevents hitting limits mid-operation.
  • Use Metadata Explorer for comprehensive searches — Finding all references to a custom field or flow? Metadata Explorer is faster than multiple Setup searches.
  • Create debug logs from TrackForcePro — Much faster than navigating Setup when you need to debug a specific user's action.
  • Check org limits weekly — If your org has high API usage or large data volumes, monitor limits regularly to catch trends early.
  • Bookmark your Org Identity info — Save your org ID and instance URL somewhere accessible. You'll reference them often in documentation and support tickets.
Best Practice: Before starting any org-wide operation (data migration, bulk API calls, deployments), open the Org Limits panel and verify you have headroom. It takes 30 seconds and prevents many troubleshooting hours.