Salesforce User Manager CLI

A powerful Node.js CLI tool with a modern web interface for managing Salesforce user creation in bulk using real Salesforce CLI commands.

Features

• 🎨 Dark-themed UI with Tailwind CSS
• 📊 Three-pane layout with resizable splitters
• ✅ Bulk user selection with checkboxes
• 🔄 Real-time status updates and logging
• 🚀 Real Salesforce CLI integration for user creation
• 📝 CSV import with optional and required fields (command-line or UI upload)
• 💾 Export status and logs to CSV and TXT files
• ✔️ User verification to check created users
• 🔍 Duplicate detection before creation
• 💡 Persistent user IDs after creation

Screenshots

Installation

npm install -g  sf-user-manager

Prerequisites

• Node.js v14 or higher
• Salesforce CLI installed and configured (sf command available)
• Authenticated Salesforce org with sf org login web or similar
• Proper permissions to create users in target org

Usage

# Basic usage with CSV file
sf-user-mgr -o your-org-username -i users.csv

# Start without CSV (upload from UI)
sf-user-mgr -o your-org-username

# Custom port
sf-user-mgr -o your-org-username -i users.csv -p 8080

CSV Format

Required Columns

• username - Email-format username for the user (example: [email protected])
• email - Email address

Optional Columns (with defaults)

• firstName - First name (default: extracted from username)
• lastName - Last name (default: extracted from username or "User")
• alias - User alias (default: first 8 chars of username)
• timeZoneSidKey - Timezone (default: "America/New_York")
• localeSidKey - Locale (default: "en_US")
• emailEncodingKey - Email encoding (default: "UTF-8")
• languageLocaleKey - Language (default: "en_US")

Example CSV

username,email,firstName,lastName,alias,timeZoneSidKey,localeSidKey,emailEncodingKey,languageLocaleKey
[email protected],[email protected],John,Doe,jdoe,America/New_York,en_US,UTF-8,en_US
[email protected],[email protected],Jane,Smith,jsmith,America/Los_Angeles,en_US,UTF-8,en_US
[email protected],[email protected],Bob,Johnson,bjohnson,America/Chicago,en_US,UTF-8,en_US
[email protected],[email protected],Alice,Williams,awilliam,America/Denver,en_US,UTF-8,en_US
[email protected],[email protected],Charlie,Brown,cbrown,America/New_York,en_US,UTF-8,en_US

Minimal CSV (using defaults)

username,email
[email protected],[email protected]
[email protected],[email protected]

UI Layout

Left Pane: User List (30% width, resizable)

• View all users from CSV with detailed information
• CSV Upload Button - Upload a new CSV file to replace current users
• Select individual users via checkboxes
• "Select All" option for bulk selection
• Real-time status indicators:
  • ⏳ Pending (gray)
  • ⚙️ Processing (blue, pulsing)
  • ✅ Success (green) with Salesforce User ID
  • ❌ Error (red) with error message
• Display user details: username, email, first name, last name, alias

Center Pane: Configuration (40% width, resizable)

• Profile Selection (Required)
  • Dropdown populated from target org
  • Must be selected before user creation
• License Information (Info only)
  • Shows available licenses
  • Displays remaining capacity
  • License is actually determined by Profile
• Selection Summary
  • Count of selected users
  • Count by status (pending, success, error)
• Action Buttons
  • Create Selected Users (with confirmation)
  • Verify Created Users (queries Salesforce)
• Download Options
  • 📊 Download User Status (CSV) - Export all users with status, IDs, and errors
  • 📜 Download Logs (TXT) - Export complete log history with commands

Right Pane: Status & Logs (30% width, resizable)

• Real-time log stream with timestamps
• Color-coded messages:
  • 🔵 Info (blue)
  • 🟢 Success (green)
  • 🔴 Error (red)
• Shows executed Salesforce CLI commands for transparency
• Auto-scroll to latest logs
• Clear logs button
• Shows up to 100 most recent log entries

Resizable Splitters

• Drag the vertical dividers between panes to resize
• Minimum width of 200px per pane
• Customizable layout for your workflow preferences

Command Line Options

| Option | Alias | Description | Required | |--------|-------|-------------|----------| | --org | -o | Salesforce org username or alias | Yes | | --input | -i | Path to input CSV file | No* | | --port | -p | Web server port (default: 3000) | No |

*The -i option is now optional. You can start the tool without a CSV and upload one through the UI.

How It Works

Salesforce Commands

1. Query Profiles:

   sf data query -q "SELECT Id, Name FROM Profile ORDER BY Name" -o <org> -r csv

2. Query Licenses:

   sf data query -q "SELECT Id, Name, Status, TotalLicenses, UsedLicenses FROM UserLicense WHERE Status = 'Active'" -o <org> -r csv

3. Check User Exists:

   sf data query -q "SELECT Id, Username FROM User WHERE Username='<username>'" -o <org> -r csv

4. Create User:

   sf data create record -s User -v "Username=<username> Email=<email> FirstName=<firstName> LastName=<lastName> Alias=<alias> ProfileId=<profileId> TimeZoneSidKey=<tz> LocaleSidKey=<locale> EmailEncodingKey=<encoding> LanguageLocaleKey=<lang>" -o <org> --json

5. Verify User:

   sf data query -q "SELECT Id, Username, IsActive, Profile.Name FROM User WHERE Id='<userId>'" -o <org> -r csv

User Creation Flow

1. Load CSV file (via command-line -i option or upload through UI)
2. Query Salesforce for available Profiles and Licenses
3. User selects which users to create and which Profile to assign
4. For each selected user:
   • Check if user already exists (duplicate detection)
   • Create user using sf data create record command
   • Capture Salesforce User ID from response
   • Update status in real-time
5. Optionally verify all created users
6. Download status report (CSV) or logs (TXT) for record-keeping

Features in Detail

CSV Upload

• Upload CSV files directly from the web interface
• Replace current user list with newly uploaded data
• No need to restart the application
• Validates CSV format before processing
• Shows current loaded CSV filename in header

Download Options

• User Status CSV: Exports username, email, name, alias, status, User ID, and error messages
• Logs TXT: Exports timestamped logs with all executed Salesforce CLI commands
• Files include timestamps in filename for easy organization
• Perfect for audit trails and record-keeping

Duplicate Detection

Before creating each user, the tool checks if a user with that username already exists in the org. If found, it skips creation and logs an error.

Error Handling

• Invalid CSV format
• Missing required fields
• Salesforce CLI errors
• Network issues
• Insufficient permissions
• All errors are logged with details and exact commands executed

Real-time Updates

• Status updates every 2 seconds during processing
• Logs refresh automatically
• Processing animation on active operations
• Disabled checkboxes during processing
• Command visibility in logs for debugging

User Experience

• Confirmation dialog before creating users
• Progress indication during bulk operations
• Detailed error messages for troubleshooting
• Success confirmation with Salesforce IDs
• Browser auto-opens on startup
• No page refresh needed - fully interactive SPA

Common Salesforce TimeZones

• America/New_York - Eastern Time
• America/Chicago - Central Time
• America/Denver - Mountain Time
• America/Los_Angeles - Pacific Time
• America/Phoenix - Arizona
• Europe/London - GMT
• Europe/Paris - CET
• Asia/Tokyo - JST

Troubleshooting

"SF CLI Error" messages

• Ensure Salesforce CLI is installed: sf --version
• Verify org is authenticated: sf org list
• Check permissions to create users
• Review executed commands in the logs pane

"User already exists"

• Use the verify button to check existing users
• Update CSV to remove duplicates
• Download status CSV to identify which users already exist

"Profile is required"

• Select a profile from the dropdown before clicking create

No profiles/licenses loaded

• Verify org authentication
• Check network connectivity
• Ensure proper permissions

CSV upload fails

• Check CSV format (must have username and email columns)
• Ensure file is valid CSV format
• Check browser console for detailed error messages

Security Notes

• Users are created with the fields provided
• No default password is set (users must reset on first login)
• Ensure CSV files with user data are kept secure
• Validate target org before running bulk operations
• Downloaded status files contain sensitive user information - handle appropriately
• Uploaded CSV files are temporarily stored and immediately deleted after processing

License

MIT (c) Mohan Chinnappan