Sunday, 3 May 2026

How to explore relationship between User, Profiles and Permission Sets in salesforce in few clicks?

IDEA:  For any Salesforce Admin or developer, there is a requirement to View or Export how salesforce three core feature like Profiles, Users and PermissionSets are interlinked to each other.

For eg: 
  • How many users belong to Profile "XYZ" and what are their permissionSets?
  • How many users belong to PermissionSet "ABC" and what are their Profiles?
  • Export all the Users with their profiles and with their permissionSets?
  • and many more 

It would be tedious job to open each entities one by one using Salesforce Standard process and make a count of every item.

These type of work requests would take much more effort and time, so one of the best option to overcome this situation is by using an appexchange app called Salesforce Bulk Object Field Creator (BOFC)


Few Simple Steps to Export Relationships in salesforce in few clicks

1. Open the BOFC Home > Click "Explore relationship between Profiles, User, PermissionSets"


2. It will open the below screen



3. Select the entity type
     

How it works:
  • 1. If user want to summarized the results by Profiles, then the final output (xls) will display each profiles and their related users and permission sets assigned to each users.
  • 2. If user want to summarized the results by Users, then the final output (xls) will display each user and their profile and permission sets assigned to each users.
  • 3. If user want to summarized the results by Permission Sets, then the final output (xls) will display each permission set and all the users assigned with their profile details



4. Once the entity type is selected, click on "Export" button to export the results with respect to selected entity:


and here is the final result in xlsx format, which shows the selected profiles, their related users and permission sets.



For more details, refer official webpage of this application




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How to clone multiple "Lightning" Email Templates in salesforce in few clicks?

  Let's ask few questions to ourself about Salesforce Email Templates:

1. Can we export multiple Email Templates in single click?

2. Can we delete multiple Email Templates in single click?

3. Can we Clone multiple Email Templates in single click?

Answer is BIG NO. Salesforce standard email templates 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 template 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 clone multiple Email Templates in few clicks.


Few simple steps to clone multiple Email Templates in few clicks


1. Open the BOFC Home > Click "Clone Email Templates"



2. It will open below screen to Clone Email Templates and select type as "Lightning"



3. Once the "Lightning" template type is selected, it will load all folders with lightning email templates. 



4. Select the name of the folder and it will automatically load all the email templates as highlighted.



5. Select single or multiple templates (by pressing CTRL). Once ready, click on "Clone Templates" button to initiate the process.


5. Once the "Clone Templates" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled

and here is the result:



For more details, refer official webpage of this application



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How to clone multiple "Classic" Email Templates in salesforce in few clicks?

 Let's ask few questions to ourself about Salesforce Email Templates:

1. Can we export multiple Email Templates in single click?

2. Can we delete multiple Email Templates in single click?

3. Can we Clone multiple Email Templates in single click?

Answer is BIG NO. Salesforce standard email templates 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 template 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 clone multiple Email Templates in few clicks.


Few simple steps to clone multiple Email Templates in few clicks


1. Open the BOFC Home > Click "Clone Email Templates"



2. It will open below screen to Clone Email Templates and select type as "Classic"



3. Once the "Classic" template type is selected, it will load all folders with classic email templates. 



4. Select the name of the folder and it will automatically load all the email templates as highlighted.




5. Select single or multiple templates (by pressing CTRL). Once ready, click on "Clone Templates" button to initiate the process.




6. Once the "Clone Templates" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled


and here is the result:







For more details, refer official webpage of this application

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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
Posted by at No comments:

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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