ian-cosgrove

Ian Cosgrove

for-administrators

For Administrators


# Lazy Admin: A Great App for Quickly Querying Data

In our first app review, I’ve chosen an app that is simple, effective,
and works well: Lazy Admin by HTTPeak Pty Ltd. This application uses AI
and natural language processing to run SOQL queries and generate reports
and dashboards. You can ask it to query any data set in your Org,
including standard and custom objects.

## Querying Data

Let's walk through an example. I’ll have the AI query all accounts and
related contacts, and let's see how it does.

<img src="/uploads/lazy-admin-review/image2.png" />

I created a new search for all accounts and related contacts, sorting by
account number. It retrieved all records in the org, just as I asked,
with the related contact. The contact level in the report was included
as well.

## Exporting Data

Let's export this data via email so we can see it in a spreadsheet
editor. The email screen allows you to customize a message, select a
user to send it to and add external emails to CC so that you can send
the data out of the Org right from Salesforce.

Here’s what the email looks like with the custom message included.
<img src="/uploads/lazy-admin-review/image1.png" />

Here’s all the data dumped out, and it did exactly what it said it would
do. It got all Accounts, with related contacts and included the
relationship level. These were just the default fields. You can
add/remove fields either from the GUI or in the query editor, but for a
quick text prompt, it did a good job.

<img src="/uploads/lazy-admin-review/image3.png"/>

## Other Thoughts

There are some drawbacks to the application; you have the search history
and can favorite queries, but at the end of the day, they aren’t
Salesforce reports and can’t be saved and shared within Salesforce. I
had some security concerns, I reached out to the developer for comment
and this is what they had to say:

“We do not send the data out of the Salesforce org.However, we do send the metadata (schema) along with the search phrase, for better context. In addition to that, we have numerous orchestrations in place which are passed as system instructions to the LLM behind the scenes. This helps the LLM understand the appropriate context and instructions required to generate the SOQL.” - HTTPeak

Whether or not this is secure enough for you will depend on whether you
have any proprietary metadata. HTTPeak has passed Salesforce’s security
review and no record data leaves the org.

## Setup

The setup was rather easy. I went to their website and followed the
installation guide. The only limitation is it only works for lighting
apps, so if you don’t pay attention to that fact in the setup you may
run into an issue.

## Target Users

The users who would benefit from this are your lazy admins, who don’t
feel like writing SOQL queries, and any end user, say a sales manager
who already has access to all data, who just wants a quick answer on the
data without having to build out a report.

## Alternatives

Running a SOQL query from Salesforce Inspector, the developer console,
or for something permanent just a standard Salesforce report.

## Errors

I asked for all Opportunities related to Universities and Hotels, and
the AI was expecting to find record types. Instead, what I was looking
for were Opportunities with those words in the name. Understanding that
and rewording it got it to work, but things like that should be kept in
mind when interacting with the AI.

## Tips

Be sure to word your prompt as if you are talking to a computer. You
still have to keep that in mind. The LLM is good but imperfect, so
understand that it may make an error, and you might have to reword it or
edit the query it returns.

## Pricing

This app is a freemium app with three pricing tiers: free, $3,048 for
the starter tier, which removes the monthly limit and allows 12k
searches annually, and the Plus tier, at $6120 annually, allowing 60k
yearly searches and creation of dashboards. For free, you can run 10
unique queries a month, with no limits on how often you can send out the
CSVs via email or download them directly from those 10 queries.

## Conclusion

Overall, I’d say Lazy Admin is a solid application if you install it and
keep the users to just Admins/trusted persons at the free tier. In my
experience consulting, it’s nice to run a quick SOQL query without
having to type it out. It saves you from tabbing into ChatGPT, and it’s
a friendlier UI for reviewing data than other options like Salesforce
Inspector or the Developer Console. It’s a Lightning App, and it feels
and behaves like it. There is a fluidity to it, which is nice and
enjoyable to use. I like it more than Salesforce Inspector because it
generates my queries, and I can manually edit them if necessary.
However, I can count on one hand the number of times I run one-off
reports a month. Most reports are reused, so it’s more helpful to save
and share within Salesforce and sometimes email them out on a consistent
basis. I don’t see this replacing reporting, but for quick queries, this
is a great tool.

## Our Rating

**Functionality ⭐️⭐️⭐️⭐️⭐️**

**Innovation    ⭐️⭐️⭐️⭐️**

**UI and UX     ⭐️⭐️⭐️⭐️⭐️**

**Support and Documentation ⭐️⭐️⭐️**

**Security ⭐️⭐️⭐️⭐️**

**Value for Money ⭐️⭐️⭐️**

**Coolness ⭐️⭐️⭐️⭐️**

### **Overall** **⭐️⭐️⭐️⭐️**

[<u>View on the
AppExchange</u>](https://appexchange.salesforce.com/appxListingDetail?listingId=96ad3719-43d3-4ccd-a9ae-62cc933661ce&tab=r&utm_source=cloudanswers_website&utm_medium=blog&utm_campaign=lazy_admin_blog_post)


A Salesforce App review about an AI reporting application for the Salesforce Platform that runs your reports for you.

lazy-admin-review

AppExchange Review: Lazy Admin

for-everyone

For Everyone


# New: AppExchange Review Series

As a long-time Salesforce partner (since 2008) on both the consulting
and AppExchange side, we realized we have a wealth of experience
building, installing, configuring, and using AppExchange apps. Our
consulting customers often come to us with questions about which app
would solve a particular problem, and as part of our AppExchange
business, we often try apps to learn what to do (and not to do) when
building our own. So, we’re starting a new series where we give you
in-depth reviews on AppExchange apps.

## The Review Process

After choosing what we will review, we install it in a developer org,
taking screenshots and notes of anything important along the way. After
the installation, we consult the documentation to complete any
configuration necessary for the application we’re testing. Once the
setup is complete, we navigate to the application via the app launcher
or follow the application instructions to start testing it. Some apps
require us to set up some data to test properly, i.e., Contact/Account
records, Apex classes, etc. Once that is done, we start running
scenarios that we’ve encountered with customers before or make based on
our experience. We take screenshots and notes of our experiences and
compare the application to alternatives to see how it handles against
the competition.

## Rating Categories

To rate the apps, we’ll be using a version of the judging scale that
we’ve used for a lot of our internal hackathons and rating apps in five
categories:

1.  **Functionality:** How well the software meets its intended purpose
    and functionality, how well the features work, and the range and
    depth of features it offers.

2.  **Innovation:** Uniqueness of the problem they’re solving, the
    technology used to solve the problem, and the user experience.

3.  **User Interface (UI) and User Experience (UX):** The overall
    quality and refinement of the software, especially the user
    experience, installation and setup process, and overall attention to
    detail.

4.  **Support and Documentation:** Availability and quality of customer
    support, including documentation, user guides, responsiveness to
    inquiries, and the presence of an active user community or help
    resources.

5.  **Security:** Data protection, compliance with GDPR and other
    regulations, and technology best practices.

6.  **Value for Money:** How much value the app provides to an
    organization compared to the cost of the app, including
    implementation, support, and maintenance.

7.  **Coolness:** Even though it’s business software, we think the best
    software has a coolness factor. Coolness is based on the appeal and
    attractiveness of the software, including the design, user
    interface, and features that stand out and engage users.

## Rubric

We use the following criteria to determine our score for each
category.
<img src="/uploads/introducing-app-reviews/image1.png"/>

Based on the total score, apps will be categorized as Excellent (35-40
points), Good (28-34 points), Satisfactory (21-27 points), Needs
Improvement (14-20 points), or Poor (7-13 points).

## Why Check Out Our Reviews?

With our detailed reviews, you can:

-   Discover new and innovative apps that can enhance your Salesforce
    experience.
-   Save time by narrowing down your options based on our expert
    assessments.
-   Make informed decisions by understanding each app's strengths and
    weaknesses.
-   Stay up-to-date with the latest trends and updates in the Salesforce
    ecosystem.


A summary of our new AppExchange review series where we’ll be evaluating various AppExchange apps and sharing our findings with everyone.

introducing-app-reviews

AppExchange Review Series

Salesforce apps, powerful components, development and consulting. Our experienced team helps you to create and modify workflow processes in salesforce.

Reviews

AppExchange Review: Lazy Admin

AppExchange Review Series

Partners

Company

Get in touch