Sunday, 3 May 2026

How to remove multiple fields from multiple Custom Report Types in few clicks?

  Let's ask few questions to ourself about Salesforce Report Types:

1. Can we add multiple custom fields in multiple Report Types in single click?

2. Can we update fields of multiple Report Types at the same time?

3. Can we remove multiple fields from multiple Report Types in single click?

Answer is BIG NO. Salesforce standard Report Types 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 Report Types 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 update multiple Report Types in few clicks.

Benefits of using BOFC Application to Remove Custom Fields from Report Types
  1. Supports the removal from multiple Report Types in single click
  2. Support mass removal of custom fields from multiple Report Types
  3. Supports Report Types  update for both standard and custom objects
  4. Simple Point & Click UI only.

Few Simple Steps to remove multiple fields from Custom Report Types

1. Open the BOFC Home > Click "Add / Remove Report Types"



2. It will open below screen to manage report types. Select the type of action as "Remove" option as highlighted in radio button.

3. Select the Object from the dropdown and click "Fetch Field(s)" button to fetch all the existing fields of selected object. It will also fetch the list of the custom reports types related to selected object.


4. Select the single or multiple fields which needs to be added to selected custom report types. 


5. Once the "Remove Fields to Report Type" buttons is clicked, it will update the status against each selected Report Types



Green means - ListView Updated Successfully
Red means - ListView got error out because of some reason.


For more details, refer official webpage of this application
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How to add multiple fields in multiple Custom Report Types in few clicks?

 Let's ask few questions to ourself about Salesforce Report Types:

1. Can we add multiple custom fields in multiple Report Types in single click?

2. Can we update fields of multiple Report Types at the same time?

3. Can we remove multiple fields from multiple Report Types in single click?

Answer is BIG NO. Salesforce standard Report Types 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 Report Types 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 update multiple Report Types in few clicks.

Benefits of using BOFC Application to Add Custom Fields to Report Types
  1. Supports the update of multiple Report Types in single click
  2. Support mass addition of custom fields in multiple Report Types
  3. Supports Report Types  update for both standard and custom objects
  4. Simple Point & Click UI only.

Few Simple Steps to add multiple fields in Custom Report Types

1. Open the BOFC Home > Click "Add / Remove Report Types"



2. It will open below screen to manage report types. Select the type of action as "Add" option as highlighted in radio button.


3. Select the Object from the dropdown and click "Fetch Field(s)" button to fetch all the existing fields of selected object. It will also fetch the list of the custom reports types related to selected object.


4. Select the single or multiple fields which needs to be added to selected custom report types. Once ready, click on "Add Fields to Report Type(s)" button to initiate the process.




5. Once the "Add Fields to Report Type" buttons is clicked, it will update the status against each selected Report Types



Green means - ListView Updated Successfully
Red means - ListView got error out because of some reason.


For more details, refer official webpage of this application
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How to delete multiple reports in salesforce in few clicks?

 Let's ask few questions to ourself about Salesforce Reports:

1. Can we add multiple fields to custom Report in single click?

2. Can we remove multiple fields from custom Report at the same time?

3. Can we delete multiple Report in single click?

Answer is BIG NO. Salesforce standard Report setup doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and customise every Report 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 remove multiple reports in few clicks.


Few Simple Steps to Delete multiple Reports

1. Open the BOFC Home > Click "Delete Multiple Reports"



2. It will open below screen to delete multiple reports. Select the folder from where report(s) needs to be deleted.



3. Select the single or multiple report folders and click on "Show Reports" button 



4. Select single or multiple report(s) and click the blue button "Click here to Initiate Delete" to initiate the process


5. Once the "Delete Report(s)" buttons is clicked, it will display the status against each selected report in the table.



  
Green means - Report Type Deleted Successfully
Red means - Report Type got error out because of some reason.


For more details, refer official webpage of this application
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How to delete multiple report types in salesforce in few clicks?

 Let's ask few questions to ourself about Salesforce Report Types:

1. Can we add multiple fields to custom Report Types in single click?

2. Can we remove multiple fields from custom Report Types at the same time?

3. Can we delete multiple Report Types in single click?

Answer is BIG NO. Salesforce standard Report Types setup 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 Report Types 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 remove multiple multiple reports in few clicks.


Few Simple Steps to Delete multiple Report Types

1. Open the BOFC Home > Click "Add / Remove Report Types"



2. It will open below screen to manage report types. Select the type of operation as "Delete multiple Report Types" option in radio button.


3. Select the single or multiple report types. Once ready, click on "Delete Report Type(s)" button to initiate the process.



5. Once the "Delete Report Type(s)" buttons is clicked, it will display the status against each selected report types in the table.



  
Green means - Report Type Deleted Successfully
Red means - Report Type got error out because of some reason.


For more details, refer official webpage of this application
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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.

************************************************************

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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