SFMC Companion: SFMC Navigation & Discovery Tool
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Extension summary
Salesforce Marketing Cloud Companion Tool. ** In Active Development - Please report any bugs via the Options -> Feedback/Bugs form **
This tool allows you to quickly navigate through your Marketing Cloud objects (such as Automations, Queries, Data Extensions and more) to find where they are saved, what activities are using them, and what other objects they interact with.
For example: By clicking on a Data Extension - you can see what Queries target that Data Extension, and what Queries reference that Data Extensions in their code! By clicking on a Query - you can see a list of all the Data Extensions referenced in the Query, and the details of the target data extension; as well as all of the Automations that are using that Query! By clicking on an Automation - you can see all of the activities exactly as you would in Automation Studio, and you can navigate to each of those activities to see their details.
At any time, you can click on the Blue Link box to be taken directly to that activity in Marketing Cloud!
The built-in Search function allows you to search every object by name so you can quickly find what you are looking for.
Object reporting gives users the ability to export detailed inventories of objects in their Marketing Cloud instance.
See moreUser reviews
- Essential for Marketing Cloud users to quickly find Data Extensions and their relationships
- Great UX features like the 'Update All' button
- Helps in understanding individual elements' roles within the SFMC ecosystem
- Fantastic tool for auditing and reorganizing poorly documented setups
- Invaluable for developers working with SFMC, similar to SF Inspector for Sales/Service Cloud
- Experiencing errors and issues upon refresh (e.g., 200 and 500 errors)
- Limited to one instance; issues when trying to use across different instances
- Some features not available (e.g., 'Function Search')
- Does not identify all references for elements, particularly in script
- Time-saving features
- Errors occurring after adding the extension
- Importance for developers in the Marketing Cloud
- Challenges with using it across different instances
- Limitations in identifying every reference of elements
User reviews
Extension safety
Risk impact
SFMC Companion requires a few sensitive permissions. Exercise caution before installing.
Risk likelihood
SFMC Companion has earned a fairly good reputation and likely can be trusted.
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