Workbench in Salesforce

Salesforce Workbench

In this post, we will talk about what is Workbench in Salesforce and what we can do with this tool. Salesforce Workbench is a powerful, web-based suite of tools designed to interact with Salesforce.com organizations via the Force.com APIs.

What is Salesforce Workbench?

A workbench is a web-based tool designed for Salesforce Admin and Developers which allows them to interact with Salesforce organization to insert, update, delete, search and export data. Using the Workbench tool, they can easily perform SOQL and SOSL, view their organization’s data, perform data loading and testing, deploy and troubleshoot their applications, and modify session settings.

Login to the Salesforce workbench

To log in, go to the workbench website, select the type of environment like sandbox/production, and enter credentials to log in. If you are login to the developer edition, then select production. See the below screen for reference.

login to the Salesforce workbench

Workbench Features

There are different features of Workbench for Salesforce Developers. Here is some feature of Workbench:

  • Metadata Explorer
  • Data Management Capabilities
  • REST API Explorer
  • Metadata Deployment/ Retrieval
  • Password Management
  • Anonymous Apex

Different way to use Workbench

Let’s see how we can use Workbench in Salesforce and different ways to use this web base tool.

  1. Standard & Custom Object Metadata
  2. Metadata Types & Components
  3. SOQL using Workbench in Salesforce
  4. Export data with Workbench
  5. Mass Data update
  6. Workbench REST Explorer query
  7. Deployment using workbench

Let’s see all of them in detail.

Metadata Explorer

1. Standard & Custom Object Metadata

Use the workbench Standard & Custom Object Metadata feature if you want to access the metadata details. For that, you need to select the “Standard & Custom Object Metadata” option and then select the SObject that you want to see.

After that click on Select button. Then it will show you all details.

Standard & Custom Object Metadata

2. Metadata Types & Components

You can also access Metadata Types & Components details in the workbench.

Metadata Types & Components using Salesforce workbench

Data Management Capabilities

3. SOQL using Workbench in Salesforce.

Workbench is the best tool for building SOQL for non-developer. follow the below step to run the query from the workbench.

  1. Login on workbench
  2. Select the SOQL Query option
  3. Then select Sobject
  4. Then select the field which you want in your query
  5. You can also add a filter from the “Filter result by” column.
  6. It automatically creates a query for you. Then click on the query button to see the result.
Queries using Salesforce Workbench

4. Export data with Workbench

You can also export the data using the query builder. You just need to click on “Bulk CSV” or “Bulk XML” option to export the data.

Export data with Workbench

Using Deleted and archived records you also also export data from recycle bin.

5. Mass Data update

You can also insert, update, delete and undelete a record and mass data update using the workbench.

  1. Login on workbench
  2. Select Data Option then select the DML option called Update/insert
  3. Then select The Sobject.
  4. Then upload the file.
  5. Then click on Next.
Mass Data update using Salesforce workbench

REST API Explorer

6. Workbench REST Explorer query

Let see How to run REST API through Workbench Salesforce?

  1. Login on workbench
  2. Go to Utilities -> Rest Explorer.
  3. Then select the HTTP Method
  4. You can click on Header button to change header values
  5. Then provide the URL

Metadata Deployment/ Retrieval

7. Deployment using workbench

You can also do the deployment using the workbench Migration option. You need to create on zip folder with metadata and package.xml which you can upload to start the deployment. Please check this post to learn about how to do deployments using the workbench.

How to use Workbench in Salesforce?

Please check the below recording to learn more about the workbench in Salesforce.

Please subscribe to our YouTube channel to get notifications for video uploads.

Summary

I hope this post helped you to understand what is Workbench and the different ways to use workbench in Salesforce.

Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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4 Comments

  • Very helpful article! Thank you as always Amit!!

    • Glad this post helped you to understand the Salesforce workbench

    • I hope this post helped you to understand the use of workbench in Salesforce

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