Introduction

 🚀Getting Started (Let's Do This!)

Hey there! 👋 Welcome to Salesforce Prism - the extension that makes Salesforce data management actually fun (yes, we said it!).

Think of this as your Swiss Army knife for Salesforce. Need to copy a record? Done. Need to clone an entire account with all its contacts? Easy peasy. Let's get you set up!

First-Time Setup (It's Easier Than You Think!)

1

Click That Extension Icon 🖱️

Look for the Salesforce Prism icon in your Chrome toolbar (it's probably hiding behind your other extensions). Click it! A popup will appear - don't panic, it's friendly.

2

Pick Your Org Type 🎯

Are you connecting to Production (the real deal), Sandbox (your playground), or a Custom URL? Choose wisely... or just pick one, you can always add more later!

3

Authenticate (The Login Part) 🔐

Click "Authenticate with Salesforce" and log in. Grant the permissions it asks for - we promise we're not trying to steal your lunch money, just need access to copy records.

4

Start Copying Like a Pro! 🎉

Navigate to any Salesforce record page and press Cmd+K (Mac) or Ctrl+K (Windows). Boom! Command palette appears. You're now a wizard! 🧙‍♂️

💡 Pro Tip (Read This!)

Press Cmd+K (Mac) or Ctrl+K (Windows) on any Salesforce page to open the Command Palette. It's like having a magic wand that does everything! ✨

🎭 Fun Fact

This extension was built by people who got tired of manually copying field values one by one. We feel your pain! 😅

🏢Multi-Org Support (Because One Org Is Never Enough)

Do you work with multiple Salesforce orgs? Of course you do! Production, Sandbox, Developer Edition... it's like having multiple personalities, but for Salesforce! 😄

Prism lets you connect to as many orgs as you want and switch between them faster than you can say "Which org am I in again?"

Org Types Explained (In Plain English)

ProductionThe Real Deal

This is where your actual business data lives. Handle with care! 🚨 Usually uses login.salesforce.com or your fancy My Domain URL.

SandboxYour Playground

Test stuff here without breaking anything important. It's like a practice run before the real thing! 🎪 Usually uses test.salesforce.com.

DeveloperThe Lab

For building and testing. The extension automatically recognizes these - we're smart like that! 🧪

Managing Your Orgs (Like a Boss)

• Add New Org: Open the popup → Pick org type → Click "Authenticate" → Done! Easy as pie 🥧
• Switch Between Orgs: Click "Switch" on any org in your list. It's like changing TV channels, but for Salesforce!
• Auto-Switch Magic: The extension automatically switches to the correct org when you change browser tabs. It's watching... and helping! 👀
• Token Expired? No Problem: Click "Re-authenticate" - happens to the best of us! 🔄
• Delete an Org: Click "Delete" if you're done with an org. No hard feelings! 🗑️

Current Org Indicator (So You Know Where You Are)

Ever opened a record in the wrong org? Yeah, we've been there too. That's why we show you the current org everywhere:

• Green Dot = Active: You're good to go! ✅
• Orange Dot = Expired: Time to re-authenticate (don't worry, it's quick!) ⚠️
• Org Type Badge: Shows Production, Sandbox, or Developer - so you know what you're working with
• Org Hostname: The Salesforce domain you're connected to (in case you forgot)

⚠️ Important Safety Tip

When copying records between orgs (like from Sandbox to Production), make sure you switch to the target org BEFORE pasting. Otherwise, you might create records in the wrong place, and that's awkward! 😬

📋Copy Record (Ctrl+C's Big Brother)

Want to copy a Salesforce record? This is your tool! It grabs all the field values and turns them into nice, clean JSON. Perfect for backups, migrations, or just showing off to your coworkers! 😎

How to Copy a Record (4 Easy Steps)

1

Find Your Record 🎯

Navigate to any record detail page in Salesforce. Account, Contact, Opportunity, Custom Object - we don't discriminate! They're all fair game.

2

Press the Magic Keys ⌨️

Press Cmd+Shift+K (Mac) or Ctrl+Shift+K (Windows). A beautiful modal appears! ✨

3

Review the Data 👀

A modal window opens showing all fields and their values. You can search, filter, and even merge JSON if you're feeling fancy!

4

Copy to Clipboard 📋

Click "Copy JSON" and boom! Your record is now in your clipboard, ready to paste anywhere (well, anywhere that accepts JSON).

Cool Features You'll Love

• Field Search: Can't find that one field? Just type it in the search box. It's like Google, but for Salesforce fields! 🔍
• Hierarchy View: See related records in a pretty tree structure. It's like a family tree, but for data! 🌳
• JSON Input: Want to merge data from another source? Go ahead! We only merge fields that exist in your source record (smart, right?).
• All Fields Included: We grab everything - standard fields, custom fields, even fields you forgot existed!

💡 Pro Tip

Use the JSON Input tab to merge data from another source before copying. It's like mixing ingredients before baking - everything comes together nicely! 🍰

📥Paste Record (The Copy's Best Friend)

So you copied a record... now what? Paste it! This feature creates a brand new record from the JSON in your clipboard. It's like cloning, but for Salesforce records! 🧬

How to Paste a Record (Copy's Evil Twin)

1

Get Some JSON Data 📋

First, copy a record using Copy Record, or have valid Salesforce record JSON in your clipboard. No JSON? No problem - just copy a record first!

2

Go to Salesforce 🌐

Navigate to any Salesforce page. It doesn't matter which page - we'll figure out where to create the record!

3

Press Paste Shortcut ⌨️

Press Cmd+Shift+V (Mac) or Ctrl+Shift+V (Windows). The paste modal appears!

4

Review, Edit, Save! ✨

Review the fields, edit any values you want to change, then click "Save Record". Success messages auto-hide after 10 seconds (we're considerate like that)!

Automatic Field Handling (We Do the Heavy Lifting)

The extension automatically handles system fields so you don't have to:

• Excluded Fields: Id, CreatedDate, CreatedById, LastModifiedDate, SystemModstamp - all the read-only stuff gets removed automatically. We're smart like that! 🧠
• Editable Fields: Everything else is shown and can be edited before saving. Change whatever you want!
• Validation: Salesforce validation rules still apply - we're not magic, just helpful! ✨
• Invalid Fields: If a field doesn't exist in the target org, we automatically remove it and retry. No more errors! 🎉

⚠️ Don't Forget!

Make sure you're authenticated to the correct org before pasting. The new record will be created in your currently active org. Check the org indicator in the modal header! 👀

🎭 Fun Fact

If you paste JSON with fields that don't exist in your source record, we'll skip them automatically. We only merge what makes sense! 🧠

📚Deep Copy (The Superpower Feature)

This is where things get really cool! Deep Copy doesn't just copy one record - it copies the record AND all its related child records. It's like copying a family tree instead of just one person! 🌳

Perfect for migrating accounts with all their contacts, opportunities, and custom objects. One click, everything copied. Magic! ✨

What Gets Copied (The Whole Family)

• Parent Record: The main record you're looking at (the head of the family) 👨‍👩‍👧‍👦
• Related Records: All child records from related lists (the kids)
• Lookup References: Related parent records (the grandparents)
• Multiple Levels: It goes deep - recursively fetching related records up to 5 levels deep. That's deep! 🕳️

How to Use Deep Copy (Prepare to Be Amazed)

1

Find the Parent Record 🎯

Open a record that has related child records. Think Account with Contacts and Opportunities, or Case with Case Comments. The more relationships, the merrier!

2

Open Command Palette 🎨

Press Cmd+K and select "Deep Copy" from the menu. Or use the keyboard shortcut if you're feeling fancy!

3

Watch the Magic Happen ✨

The extension starts fetching all related records. You'll see real-time progress with depth, record count, and relationships discovered. It's like watching a loading bar, but cooler!

4

Pause Anytime! ⏸️

Need to copy what you have so far? Click "Pause" and then "Copy" to grab all records fetched until that point. Resume when ready!

5

Review and Copy 📋

Once complete (or paused), review the hierarchy tree and records table. Click "Copy" to copy all data to clipboard. You did it! 🎉

Progress Information (What All Those Numbers Mean)

• Depth: How many relationship levels deep we've gone. 0 = the main record, 1 = direct children, 2 = grandchildren, etc. 📊
• Records: Total unique records fetched so far. Watch this number grow! 📈
• Relationships: Number of different relationship types discovered. More relationships = more fun! 🔗
• Skipped: Records that were skipped (already fetched, inaccessible, or system objects). Click to see what was skipped! ⏭️

Hierarchy View (The Family Tree)

The Hierarchy tab shows your records in a beautiful tree structure:

• Root record at the top (the patriarch/matriarch) 👑
• Child records nested below with indentation (the descendants)
• Click on record IDs to navigate to them in Salesforce (like teleportation, but for records!) 🚀
• See the depth level for each record (how many generations deep)

Records Table (The Spreadsheet View)

The Records tab shows all fetched records in a flat table:

• Sortable by Object, Name, or Record ID (click the headers!)
• Searchable to find specific records (because scrolling is so 2020)
• Click record IDs to open in Salesforce (we're helpful like that)
• See all records at a glance - perfect for the detail-oriented folks!

💡 Pro Tip

Use the "Refresh" button to re-fetch the hierarchy if new related records were added since you opened the modal. It's like refreshing your browser, but smarter! 🔄

🎭 Fun Fact

Deep Copy can fetch hundreds of records in seconds. It's faster than manually copying each one... and way less boring! ⚡

📦Deep Paste (The Grand Finale)

You did a Deep Copy... now recreate the entire hierarchy in another org! Deep Paste takes your copied hierarchy and creates all the records with proper relationships. It's like cloning a whole family tree! 🌳

How Deep Paste Works (The Magic Behind the Curtain)

1. Reads the deep copy JSON from your clipboard (we're good at reading!) 📖
2. Creates the root record first (the head of the family) 👑
3. Creates child records in order, updating lookup field references (connecting the family)
4. Maintains all parent-child relationships using the new record IDs (keeping the family together!) 👨‍👩‍👧‍👦

How to Use Deep Paste (The Step-by-Step)

1

Do a Deep Copy First 📚

Use Deep Copy on a record with related records. Get that hierarchy data in your clipboard!

2

Switch to Target Org (If Needed) 🔄

If you're creating records in a different org (like from Sandbox to Production), switch to that org in the popup first. Don't skip this step!

3

Open Command Palette 🎨

Press Cmd+K and select "Deep Paste" from the menu. The paste modal appears!