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sf-org-dashboard

v1.0.1

Published

Unified Salesforce Org Dashboard - Health, KPIs, and Visualization

Readme

Salesforce Org Dashboard

A unified CLI dashboard that integrates multiple Salesforce org analysis tools into a single, beautiful dark-themed web interface.

Features

  • 🎨 Beautiful Dark Theme - Modern UI built with Tailwind CSS
  • 📊 Three Analysis Tools in One:
    • Org Health Check - Analyze org limits and health metrics
    • KPI Dashboard - Key performance indicators
    • Org Visualization - Visual org structure diagrams
  • 🔄 Real-time Updates - Auto-refreshing status indicators
  • 📱 Responsive Design - Works on all screen sizes
  • 🚀 Easy to Use - Simple CLI interface

Screenshot

dashboard

Installation

npm install -g sf-org-dashboard

Prerequisites

Make sure you have the following tools available:

# Install the required Salesforce tools
npm install -g salesforce-org-health
npm install -g sf-kpi-dashboard

# Install Salesforce CLI plugin for org visualization
sf plugins install  sfdx-mohanc-plugins

Usage

Basic Usage

sf-dashboard  -o [email protected]

Custom Port

sf-dashboard  -o [email protected] -p 3000

Don't Auto-Open Browser

sf-dashboard  -o [email protected] --no-open

Options

-o, --org <username>     Salesforce org username or alias (required)
-p, --port <port>        Port for local server (default: 8080)
--no-open                Do not automatically open browser
-h, --help               Display help for command
-V, --version            Output the version number

How It Works

  1. Start the Dashboard: Run the CLI command with your org username
  2. Select Tools: Click on any tool in the left panel to run it
  3. View Results: Results appear in the right panel
  4. Run All: Use "Run All Checks" to execute all tools at once

Tool Integrations

1. Salesforce Org Health (salesforce-org-health)

  • Analyzes org limits, API usage, storage, and more
  • Generates comprehensive health reports

2. KPI Dashboard (sf-kpi-dashboard)

  • Displays key performance indicators
  • Shows critical org metrics

3. Org Visualization (sf mohanc org viz)

  • Creates visual diagrams of org structure
  • Outputs SVG format for easy viewing

Dashboard Interface

Left Panel - Tools

  • List of available analysis tools
  • Status indicators (pending/running/completed/error)
  • Individual run buttons for each tool

Right Panel - Results

  • Displays output from selected tool
  • Supports HTML, text, and SVG formats
  • Scrollable content area

Example Output

╔════════════════════════════════════════════╗
║   Salesforce Org Dashboard Starting...   ║
╚════════════════════════════════════════════╝

Organization: [email protected]
Port: 8080

✓ Server running at http://localhost:8080

Press Ctrl+C to stop the server

Opening browser...

API Endpoints

  • GET / - Main dashboard HTML
  • GET /api/data - Get current dashboard data (JSON)
  • POST /api/run/:tool - Run a specific tool (health/kpi/visualization)

Tips

  1. First Time Setup: Run each tool individually first to ensure they're properly configured
  2. Large Orgs: Analysis may take longer for orgs with lots of metadata
  3. Multiple Orgs: Start separate instances on different ports for different orgs
  4. Refresh: The dashboard auto-refreshes every 5 seconds, or click "Refresh" manually

Troubleshooting

Tool Not Found

If a tool isn't installed, install it globally:

npm install -g salesforce-org-health
npm install -g sf-kpi-dashboard
sf plugins install sfdx-mohanc-plugins``

### Port Already in Use
Use a different port:
```bash
sf-dashboard  -o [email protected] -p 9000

Authentication Issues

Make sure you're authenticated with the Salesforce CLI:

sf org login web -a myorg

License

MIT (c) Mohan Chinnappan