Sunday, 16 November 2025

How to “Clone Dashboard” in Salesforce in few clicks?

 ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Dashboards which are being used by Sales People for daily reporting.


As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities and complete his action. 

In case, if a developer has to clone dashboards with many dashboard components, then admin would have to open each and every dashboard and clone them to new org.  

These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can clone multiple dashboards from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application for Cloning dashboards:
  1. User can clone any type of dashboard (Custom or Standard) using BOFC
  2. User can clone dashboards from Same or External (non-linked) salesforce org
  3. Simple Point & Click UI only.

Few Simple Steps to Clone dashboards in salesforce

1. Open the BOFC Home > Click "Clone Dashboards" in the Clone Category



2. It will open below screen for BOFC Clone Dashboards




3. Select the "Source Org" from where you want to clone the Dashboard(s)

User can clone the dashboards from different type of source orgs:
  • Can clone from "Current Salesforce Org" in which BOFC is installed
  • Can clone from "External Salesforce org" (Salesforce org which are linked / non-linked to current org in which BOFC is installed)

4. Once the org is selected, it will display all the dashboard folders of that org. Select the "Source Dashboard Folder(s)" (from where dashboards needs to cloned)



5. Next step is to decide the type of action for any existing "Report Types, Report Folder & Reports"


Note: Any entity which is not available will be created. This step relates to "Any existing entity only". If user has selected:

"Clone & Override" - It means the existing entity will be over-written
"Clone & No-Override" - It means the existing entity will be skipped for any changes.


6. Finally we are ready with all the configuration and ready to initiate the process to fetch Source Dashboards


7. Once this blue button is clicked, it will open a section with a table of Source Dashboards


Select (single or multiple) Source dashboards which you want to clone and click on blue button "Click here to Initiate Clone"


8. Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

Click "Clone" button in the Status Table against each row (one by one)



Once the "Clone" buttons is clicked, it will update the status against each row for all the elements of that type.


Once all "Clone" buttons are clicked, you are done with your Clone Dashboards with all the selected actions.



For more details, refer official webpage of this application
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How to export picklist values (label & api name) for multiple global ValueSet in Salesforce in few clicks?


Effortlessly Export Multiple Global Value Sets in Salesforce Using BOFC

Managing picklist values is a common administrative task in Salesforce. However, exporting multiple Value Sets or Global Value Sets manually can be both time-consuming and error-prone. Administrators must open each Value Set individually and copy values one by one—especially challenging when dealing with dozens or hundreds of picklists.

To simplify this process, the Bulk Object Field Creator (BOFC) App provides a powerful, one-click solution for exporting Value Set data quickly and accurately.

Business Requirement

Organizations often require the ability to:

  • Export multiple Value Sets for documentation or reporting

  • Migrate picklist structures between environments

  • Validate or audit existing picklist configurations

  • Share picklist information with external teams or integrators

Salesforce does not provide a native feature to export multiple Global Value Sets at once, which leads to manual, repetitive work.

Challenges with Salesforce Standard Process

Using the standard Salesforce setup, admins must:

  1. Open Setup

  2. Navigate to each Global Value Set

  3. Open the picklist valueset

  4. Copy values manually into spreadsheets

This approach is slow, manual, and becomes unmanageable for large organizations with many picklists.

BOFC – The Efficient Alternative

The BOFC App empowers Salesforce teams to export multiple Value Sets in just a few clicks, offering a more efficient and scalable approach. 

Key Benefits of Exporting Value Sets Using BOFC

1. Bulk Export Capability - Export picklist values (Label & API Name) for multiple Value Sets or Global Value Sets in one operation.

2. Clean and Structured Output - Generate properly formatted output suitable for Excel, documentation, migrations, or audits.

3. Point-and-Click Simplicity - The UI is intuitive and requires no technical knowledge—simply select Value Sets and export instantly.

4. Saves Significant Time - Removes the need to manually open, review, and collect picklist values for each Value Set.


Few Simple Steps to Export ValueSet in Salesforce:

1. Open the BOFC Home > Click "Export Global Picklist or ValueSet"



2. It will open the below screen 

3. Select the type of picklist values to export (Active or Inactive). Also, select single or multiple valueSets which needs to be exported.




Finally we are ready with all the configuration and ready to initiate the process to Export.
Click on "Export Details" button

6. Once this blue button of "Export Details" is clicked, it will open a small section for Export Status.



Just wait for few seconds for the processing to complete. Once the processing is completed, it will update the status to "Completed" and it will enable the "Download" link as highlighted in below image.





Click on the "Download" link and it will export the XLS file with all the picklist valueSet which are selected.

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For more details, refer official webpage of this application
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How to Import or Clone Value Set or (Global Value Set) from any external salesforce org ?

Requirement

Salesforce Admins and Developers often face the need to clone or import Picklist Value Sets (Global Value Sets) from an external Salesforce org. Performing this task manually requires logging into another org, opening each Value Set individually, and copying values one by one—making the process slow, repetitive, and error-prone.

Solution

With the Bulk Object Field Creator (BOFC) App from Salesforce AppExchange, users can clone or import Picklist Value Sets (Global Value Sets) from any external Salesforce org directly into their current org—quickly, accurately, and with minimal effort. Instead of navigating multiple screens and copying values manually, BOFC enables this entire operation in just a few clicks.

Benefits of Using BOFC to Clone or Import Picklist Value Sets

  1. Clone or import one or multiple Value Sets at once from any Salesforce org.

  2. Supports both active and inactive picklist values, ensuring complete data migration.

  3. Simple, intuitive interface requiring only a few clicks.

  4. Significant time savings by eliminating manual, repetitive tasks.


Few Simple Steps to Clone Value Set (Picklist value set)

1. Open the BOFC Home > Click "Manage Picklist & Global Picklist (Value Set)"


2. It will open below screen for "Import picklist Value Set" page


3. Select "Import Picklist Value Set or (Global Value Set) From External org" option and it will ask user to select the source salesforce org from which the valueSet needs to be imported or cloned.


User can Import Picklist Value Set from multiple salesforce org. Click on Manage Org Details to add any new org,otherwise goto next step 4.

Once "Manage Org details" is clicked, then click on "New Environment" button to add a details for source salesforce org.


4. Choose an option from "Select the type of values to Export/Import".


Above image has many features (each number has its description as below):
    1. User can select Select the type of values to Export/Import.
    2. User can select single or multiple "picklist value set(s)" of source org
    3. User can choose the type of action as shown in above image.
    4. Use this button "Click Here to Import Value Set" Button to start the import process.
    5. After clicking on "Click Here to Import Value Set" Import status display like below image:-


    6. You are done.Go to SetUp >> Search "Picklist Value Set" and check with newly imported picklist value set.


    For more details, refer official webpage of this application

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    Thursday, 6 November 2025

    How to Export Controlling and Dependent Picklist Fields for Any Object in Salesforce?

    Requirement

    Salesforce Admins and Developers often need to export Controlling and Dependent Picklist fields across one or more objects — including their value dependencies and relationships — for documentation, audit, or migration purposes.

    Challenge

    Manually identifying and exporting Controlling and Dependent Picklist mappings is a time-consuming and error-prone process. If an admin must review dependencies for hundreds of picklists, they would have to:

    • Open each field setup individually

    • Identify controlling and dependent relationships

    • Copy the values manually into spreadsheets

    This can take several hours or even days, especially in large or complex orgs.

    Solution — Using BOFC (Bulk Object Field Creator)

    With the BOFC App (available on Salesforce AppExchange), users can export Controlling and Dependent Picklist fields with their dependencies in just a few clicks.  The app automatically extracts all dependencies, saving significant effort and ensuring complete accuracy.

    Key Benefits of BOFC

    1. Bulk Export Capability – Export Controlling and Dependent Picklist mappings for multiple fields across any Standard, Custom, or Managed Object.

    2. Comprehensive Mapping Details – View the relationship between Controlling field values and their corresponding Dependent values in a clean, structured format.

    3. Supports Global Picklists (Value Sets) – Export dependencies for picklists linked to Global Value Sets in a single operation.

    4. Export All Value States – Option to include both active and inactive picklist values.

    5. Simple, No-Code UI – 100% point-and-click experience — no need for scripting or API queries.

    Example — Controlling vs Dependent Picklist Mapping

    BOFC automatically extracts and displays such mappings in Excel format, ready for review or migration.

    Summary

    Using BOFC, Salesforce users can export controlling and dependent picklist relationships instantly, without any manual configuration. This eliminates repetitive work, reduces errors, and ensures clean documentation for both admins and developers.


    Few Simple Steps to Export Picklist dependencies:

    1. Open the BOFC Home > Click "Export Picklist Values for multiple fields"



    2. It will open the below screen 

    3. Select "Export Picklist" and Select single or multiple objects for which controlling and dependent picklist fields needs to be exported


    Click on "Fetch All Picklist Field(s)" button.

    5. Select single or multiple dependent picklist, whose dependencies on controlling fields needs to be exported




    Finally we are ready with all the configuration and ready to initiate the process to Export.
    Click on "Download Dependency Details" button.

    6. Once this button of "Download Dependency Details" is clicked, it will open a small section for Export Status.


    Just wait for few seconds for the processing to complete. Once the processing is completed, it will update the status to "Completed" and it will enable the "Download" link as highlighted in below image.





    Click on the "Download" link and it will export the XLS file with all the Controlling and Dependent Picklist Fields for the selected fields and will display in below format.





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    For more details, refer official webpage of this application
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    Sunday, 1 June 2025

    How to clone Custom Labels along with its translations in multiple languages in same org (or from any external source org) in few clicks?

     Let's ask few questions to ourself about Salesforce Standard FieldSets:

    "Can we clone multiple Custom Labels with their translations (in same or from external salesforce org) in single click?"

    Answer is BIG NO. Salesforce standard Custom Labels doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every Custom Label one by one and perform the required action. Also, user will need to open each translation value, choose language and do the manual action.

    These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can clone multiple Custom Labels of same org (or from any external salesforce org) in few clicks.

    Benefits of using BOFC Application to Clone Labels with their translations:
    1. User can clone single or multiple custom labels in few clicks
    2. User can also Clone Labels with their translations defined in multiple languages
    3. BOFC provide the user to choose whether they need to override any existing (or create) new Custom Labels
    4. User can clone Custom Labels from Same or External (non-linked) salesforce org
    5. Simple Point & Click UI only.

    Let's take a scenario:

    We need to clone this below custom label which has two translation values in different languages. The default language of this translation is "English". Also, this custom label has the values defined in two other languages eg: Dutch, English.



    Few simple steps to clone multiple Custom Labels along with its translations in few clicks

    1. Open the BOFC Home > Click "Clone Custom Labels"


    2. It will open below screen to Clone Custom Labels. Select the type of operation as "Clone" option in radio button.

    3. Select the source org from which Custom Labels needs to be cloned. In case source org is not available in drop down, kindly click on "Manage Org Details" to add new source org. 

    Once source org is selected, it will display the list of Custom Labels.


    4. Select the single or multiple Custom Labels. Once ready, click on "Click here to continue" button to initiate the process


    5. Once the "Click here to continue" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled, click on "Click here to clone" button.


    and here is the result:



    Here is the new custom label cloned with the keyword "demo" added in the name of the custom label:



    For more details, refer official webpage of this application

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    How to export multiple FieldSets for multiple objects from salesforce in few clicks?

    Let's ask few questions to ourself about Salesforce Standard FieldSets:

                            "Can we export multiple FieldSets for multiple objects in single click?"

    Answer is BIG NO. Salesforce doesn't provide these bulk features to export FieldSets. In case, if an admin has to perform these actions, then admin would have to open each and every FieldSet one by one and perform the required action.

    These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can export multiple FieldSets in few clicks.


    Few Simple Steps to export multiple FieldSets in few clicks


    1. Open the BOFC Home > Click "Export FieldSets"



    2. It will open below screen to export FieldSets. Select the type of operation as "Export multiple FieldSets" option in radio button.


    3. Select single or multiple objects. Once ready, click "Fetch FieldSet(s)" button to initiate the process to fetch all the existing FieldSets of selected objects.


    4. Select the single or multiple FieldSets. Once ready, click on "Export FieldSets" button to initiate the process.



    5. Once the "Export FieldSet(s)" buttons is clicked, it will download the excel with all the information for the selected FieldSets



    For more details, refer official webpage of this application
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