orgbitTHE ORGBIT FIELD GUIDE
Salesforce workflows.
Step by step.
Practical guides for Salesforce builders. Start with a small dataset, understand the workflow, and make it your own.
Data comparison · 7 min read
Compare Salesforce org data before syncing selected records
Prepare a shared External ID, review differences between two Salesforce orgs, and apply a small, selected set of inserts and updates with Orgbit Desktop.
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Test data · 7 min read
Generate Salesforce sandbox test data with Snowfakery
Create 12 Accounts, 24 Contacts, and 12 Opportunities with one downloadable recipe. Check relationships and counts before loading your Salesforce sandbox.
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SOQL workflow · 8 min read
Run SOQL queries and export Salesforce results to CSV
Explore Salesforce objects and fields, build a SOQL query, inspect related records, and export loaded results to CSV in Orgbit Desktop.
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Org management · 6 min read
Manage multiple Salesforce orgs in one desktop workspace
Organize Salesforce production orgs, sandboxes, and scratch orgs with aliases, tags, and an explicit workspace target. Build a repeatable daily workflow.
Read the guideA SMALL DATASET. A USEFUL START.
Your next sandbox starts with 48 records.
12 Accounts, 24 Contacts, and 12 Opportunities. A free Snowfakery recipe with related records and synthetic contact details.