Skip to content
The more you know

Learn one feature at a time

A random page of the ORGanizer documentation, so you pick up something new without reading all of it at once.

Show me another one

Options page

The Options page is where everything is configured. Reach it from your browser's extension settings, from the Options button in the popup header, or from the ORGanizer button on any Salesforce page.

Features

Turn the content features on and off, in two groups.

Interface

Dark mode for the extension's own pages, and the ORGanizer button: whether to show it, which of the four page edges it docks to, and where along that edge it sits.

Developer

The debug log — worth enabling before reporting a bug, so the Error log download carries something useful.

The Features tab of the Options page, grouped into Interface, Salesforce page and Developer

Shortcuts

Every in-page shortcut is rebindable here: the popup tabs, the tab actions, Quick Links, the Quick Console and each of its plugins, the plugin quick actions, and the autocomplete key. The browser-level shortcut that opens the popup is set in the browser, not here.

The shortcuts configuration

ORGs and Quick Links

New tabs in 1.0

Both lists moved out of the popup and into their own Options tabs, each with a filter box, an editor modal and bulk delete. See ORGs and Quick Links.

Permissions

The Salesforce domains you have granted, grouped by My Domain, each revocable on its own — plus a way to grant one before you first visit it. See Domain permissions.

Encryption

Turn encryption on or off and change your master password. The scheme was rebuilt in 1.0 — see Encryption for what it does and how to migrate an existing vault.

Sync and local quota

The Options page dashboard, with the sync and local quota gauges

Total sync quota · Total synced items

Hard browser limits. Once either is reached, the extension stops being able to save anything.

Licensed total logins

How many logins your license lets you keep locally, synced or not.

Licensed sync logins

How many of those may be kept in sync storage.

API usage

API calls made by the extension since the counter was last reset — useful when running the Health Monitor against an ORG with a tight allowance. Reset counter puts it back to zero, and Enable detailed API monitoring breaks the total down per plugin, downloadable as a file.

Import / Export

Export everything — logins (synced or not), ORG configurations, quick links, V.I.Q.s and V.I.S.s — and import it back somewhere else. A login carries its Login email and Description through the file as well.

The import and export panel

With encryption enabled, exporting asks for your master password — the file is written in the clear, so treat it as a copy of your credential vault. Always take an export before importing over your data.

The file looks like this:

{
  "accounts": [
    {
      "g":  "Group name",
      "n":  "Login label",
      "u":  "[email protected]",
      "p":  "password (in clear)",
      "e":  "[email protected]",
      "ds": "A note about this login",
      "r":  "https://login.salesforce.com",
      "s":  true,
      "lt": false,
      "lo": false,
      "lp": "/apex/MyCustomPage",
      "t":  "SECURITY_TOKEN",
      "f":  true
    }
  ],
  "orgs": [
    {
      "oid": "00D0000000000AA",
      "n":   "MYDOMAIN",
      "l":   "Tab label",
      "c":   "#ff0000"
    }
  ],
  "global_quicklinks": [
    { "l": "Deployment Status", "p": "/changemgmt/monitorDeployment.apexp", "orgs": [] },
    { "l": "Acme wizard",       "p": "/apex/AcmeWizard", "orgs": ["00D0000000000AA"] }
  ],
  "queries": [ { "name": "My first query",  "body": "SELECT Id FROM Account" } ],
  "scripts": [ { "name": "My first script", "body": "System.debug('Hello');" } ]
}

accounts

g group name (Default if unset) · n label · u username · p password (required unless lo is true) · e new login email, which is what offers the login on Salesforce's email-based login flow · ds new free-text description · r login URL · s keep in sync · lt log in with token · lo log in with OAuth · lp landing page · t security token · f starred.

orgs

oid 15-character ORG Id · n My Domain prefix in uppercase (or the legacy instance name) · l tab label · c favicon colour as #rrggbb.

global_quicklinks new

l label · p URL or relative path · orgs the ORG Ids it belongs to; empty or missing means the link is global. Legacy per-ORG links under an ORG's ql node are still read on import and folded into this list.

queries · scripts

Your V.I.Q.s and V.I.S.s, each a name and a body.

Advanced

Automatic backups

A backup is taken every time a login or ORG configuration changes and the extension re-syncs. Set how many to keep (10 by default) and download any of them from the list. Backups are local to this browser, and they are re-encrypted whenever you change your master password.

Error log

Download the log to attach to a support request. Enable the debug log in the Features tab first for it to be worth much.

Hard reset

Wipe local data, or local and synced data. This is the way out if you have forgotten your master password and want to start over — there is no other way back in.

Removed in 1.0

Google Drive backup and the Google sign-in behind it, the ORGanizer Connector panel and backup key, the separate Backup V.I.Q. & V.I.S. button, and Timed Password Sessions. Local automatic backups and the Import / Export file are unaffected.

Pro licensing

Every feature of ORGanizer for Salesforce is free to use. What a PRO license changes is the number of logins you can store and sync, and whether you see advertisements — in the extension's pages, in the Quick Console, and as an occasional message after a number of actions.

To get one: press GET A LICENSE, or go to gumroad.com/organizer, pick a subscription and complete the purchase. The license code arrives with the confirmation email; apply it with the Apply promo code button.

Applying a license code in the Options page

For a wrong purchase, or anything else about payments, use the support form.

Bulk promo codes

Bulk promo codes deliver the Pro features to a company buying a number of licenses at once, or as a trial coupon. A promo code is bound to one email address and has an expiration date — it is not a subscription, and it stops working on that date. Child codes are handed out and revoked from the bulk license management page. Contact support if you are interested in buying them.


Show me another one