|Accessing Level Up|
I don’t want to spoil the upcoming Panel Discussion Series: What’s your Favorite Tool (or if you missed it look at Webinar Recordings) but I want to talk a bit about the Level Up Chrome Extension!
How to Install
|Menu when on a List view|
Open up Chrome and go to the Level Up Chrome Extension. Add to Chrome.
How to Use
Now whenever you are using CRM, you will see a little rocket light up on your tool bar ribbon. Click this to expand and see all the things you can do. You will notice that the features available are different when you are in a list of records versus within a particular record. I will talk about a few of my favorite features.
God Mode allows you to bypass any requirements of the form. It will set all fields to not-required and make all read-only fields editable. This allows you to do some data changes that you might want to prevent users from doing.
Note: There is nothing about this tool that is restricted to administrators. So this is something you do not want to share with your users because it gives them way more power than is necessary.
|Menu when on a record|
Show Logical Names
When looking at a particular record, you can click “Logical Names”. This will show the schema name next to the field on the form. This allows you to quickly grab this data or grab a screenshot of the section you are working with.
I find this particularly helpful when working with our developers or data team. They know where they see the field but need to know how to find it in the database and I can provide this data in just a few clicks.
When done, you can click “Clear Logical Names” and get back to working.
|Show Logical Names|
Show Option Set Values
Similarly to viewing the Logical Names, you can view the “Show Optionset Values”. This will show all drop downs with their numeric value next to the text label. This is super helpful to grab these values quickly instead of clicking through each one in the field properties.
|Show Option Set Values|
In addition to these features you can do things like grabbing the link to a record or copying the GUID of the record. Lots of great time saving items.
Have you used Level Up in your implementation? What’s your favorite feature?