Perform Bulk Export Operations in Salesforce using BOFC App

IDEA: For any Salesforce Admin or developer, there is a requirement to perform Export Operations such as Export Multiple Objects, Profiles, Permission Sets, Workflow Rules, etc in XLS. It would be a tedious task to perform all such operations using Salesforce Standard process.

These types of work requests would take more effort and time, so one of the best options to overcome this situation is by using this app exchange tool called Bulk Object Field Creator (BOFC).

Let's discuss each Export Operations in details below: 

1) Export Multiple Objects: BOFC helps admins/developers to mass export multiple objects (Custom or Standard Object) in a single click in a single xls sheet with multiple tabs (each tab for each object). Export file includes:

• Object Details
• Standard Fields
• Custom Fields along with System Fields (Created By, Modified By, Modified Date etc)
• Field Permissions on Multiple Profiles
• Validation Rules
• Record Types

2) Export Multiple Profiles: Bulk Object Field Creator helps Salesforce Admin or developer to mass export multiple Profiles in a single click in a single xls sheet (with each tab for each profile). 
Export includes:

• Object Permissions
• Application Permissions
• Tab Settings
• User & Administrative Permissions
• Record Type Settings
• Apex class Permissions
• Visualforce page Permissions

3) Export Multiple Permission Sets: Multiple Permission Sets can be exported in a single click (in XLS) (with each tab for each permission set) using an appexchange app named as Bulk object field Creator. Export includes:

• Object Permissions
• Application Permissions
• Tab Settings
• User & Administrative Permissions
• Record Type Settings
• Apex class Permissions
• Visual force page Permissions

4) Export Process Builders: In order to export all the process builders in excel, user needs to open each process builder and its action and copy its contents one by one. This is not possible using Salesforce Standard process. Using BOFC, users can easily “Export (Single or Multiple) Process Builders” in few clicks.

5) Export Field Permissions: To manage the field permissions in Salesforce is a tedious and time taking job. In Standard Salesforce process, admins have to open each field or profile one by one for an object, but here with BOFC App user can (Compare or Export or Update) field permissions for multiple objects and multiple profiles within the same Salesforce org in few clicks.

6) Export Multiple Workflow Rules: Sometimes situation arises to check which workflow rules are applied to a particular object, to check it admins need to open each rule one by one. Here using BOFC, Salesforce Admin or developer can Export multiple workflow rules for multiple objects (for any Standard or Custom Object). Export File includes:

• Workflow Rule details
• Workflow Field Updates
• Workflow Email Alerts
• Workflow Task Details

7) Export Multiple Validation Rules: BOFC can help Admin or developer to Export Validation Rules for multiple objects (for any Standard or Custom Object) in single click.


8) Export Multiple Flows: BOFC can help Admin or developer to Export Multiple Flows in single click.

For any queries or suggestions, you can write your comment in the comment box or for further assistance contact us at https://www.bofc.io/#contact-frm or mail us:support@tech9logy.com. Our BOFC Expert will help you get the best out of it. 

We appreciate your valuable inputs.

How to Compare Objects across multiple salesforce orgs in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to "Compare Objects" of same or different salesforce orgs and export results in XLS.

- For a developer, it will be a tedious and time taking job. User would have to open each salesforce org and verify all the fields one by one using Salesforce Standard process.  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 easily "Compare Objects" within same or different Salesforce org in few clicks.

Benefits of using BOFC Application for Comparing Objects:

1. User can compare any kind of objects (Standard or Custom)

2. User can compare objects within same or different orgs. For eg: Sandbox to Sandbox, or Production to Sandbox
3. Easy to use with few clicks

4. Saves ample amount of time of doing manual work

Few Simple Steps to "Compare Objects" across multiple orgs

1. Open the BOFC Home > Click "Compare Objects and Fields"

2. It will open below screen for "Compare Objects" page

User can add any environment or organisation details by clicking on "Manage Environment" button, otherwise goto next step 3.

Once "Manage Org details" is clicked, then click on "New Environment" button to add a details for new environment.

Add details for new org and Save it (Click ? infront of each field for any help)

Once details are added and saved, then close this "Manage Environment" popup and it will show the new connection added in the table. Perform same action for all the orgs for which objects need to be compared.

3. Select Object Name and choose two environments or orgs from the connection list.

Above image has many features (each number has its description as below):

1. User can select the object name which needs to be compared from dropdown
2. In case the object name is not available in point 1, user can manually type the object API name to compare.
3. User can select the display type. Whether they need to Show Everything, or Show Differences, or Show Similarities.
4. User can choose two environments or orgs from the connection list which needs to be compared
5. Once all four points are done, then user can click on "Compare Objects" to check the results.

4. Once Compare Objects is clicked, it will display the results as shown in below image.

For more details, refer official webpage of this application

https://www.bofc.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to explore Salesforce Limits (used, remaining or max) for Multiple Objects in single xls sheet in Salesforce in few clicks?

IDEA:  For any Salesforce Admin or developer, there is a requirement to View or Export Salesforce Limits (used, remaining or max) for multiple objects (Custom or Standard Object) in xls. 

For eg: 

• How many Custom fields are created on an Object?
• What is the maximum number of Custom Fields which can be created on an Object?
• What is the maximum number of Relationship Fields which can be created on an Object?
• How many Validation rules are active on an Object?
• What is the maximum number of Workflow Rules which can be created on an Object?
• How many Approval Processes are active on an Object?
• and many more 

It would be tedious job to open each object 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)

Major Features includes:

1. Usage and Limitation for Multiple Objects can be extracted in single click
2. Supports both Standard and Custom Objects
3. Easy, Simple, Clickable process to export objects.
4. It can explore limits which includes (Limits Used, Limits Remaining and Maximum Limit) for:

•  No of CustomFields
•  No of Custom Relationship Fields
•  No of Active Workflow Rules
•  No of Total Workflow Rules
•  No of Active Validation Rules
•  No of Active Lookup Filters
•  No of Approval Processes
•  No of Sharing Rules (Criteria-based Only)
•  No of Rollup Summary Fields
•  No of Sharing Rules (Both Owner- and Criteria-based)
•  No of VLOOKUP Functions

Few Simple Steps to Export Multiple Objects in salesforce

1. Open the BOFC Home > Click "Explore Usage & Limitation for multiple Objects"

2. It will open below screen

3. User can choose different actions on below highlighted image (each number has its description as below):

1. Select single or multiple objects from the drop down. For ex:  Selected Objects: Asset, Case, Campaign, Case Test
2. Select what type of limits needs to exported (for eg: Custom fields, Workflow Rules, etc)
3. Select "org to explore" option to select the org for which limits need to be checked. If org is not available in dropdown, it can be easily added using "Manage Org details button".

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

Add details for current environment and Save it (Click ? infront of each field for any help)

Once details are added and saved, then close this "Manage Environment" popup.

4. Click "Click to Initiate" button to view data for all the selected objects with all the selected details.           

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to export multiple page layouts for multiple objects in single click?

Idea

I am Thankful to one of my BOFC user "Barbara" who has shared this below request:

"Is there a way to export multiple page layouts for multiple objects in single xls"?

This is a time-consuming and a monotonous job for Salesforce developers and admin to manually open each layout for each object and create an excel report for it.

Solution

Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you overcome the above situation. BOFC can easily export multiple page-layouts for multiple objects in single click. Refer this image for quick look:

(Sample Page-Layouts export in XLS)

BOFC application can easy export multiple layouts in single click. This would help users to save time, reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use. 

Major Features includes:

• User can export single or multiple page-Layouts in single click
• Page-Layouts can be exported for multiple objects in single click
• This features works for both Standard and Custom Objects
• Export File shows data for multiple Layouts in form of multiple tabs (one for each tab) in single xls sheet

Steps to Export Multiple Layouts in single click:

1. Goto BOFC Application and click "Export Multiple Page-layouts for multiple objects" as highlighted in below image

2. It will open this below page. Select single or multiple objects and select "Basic Page-Layout (details)" radio button. Once selected click on "Fetch Layouts.

3.  It will display below screen with all the Layouts for selected objects.

4. Select one or more layouts and click on "Click to Initiate Export". 

5. Once clicked, it will download a file for all selected layouts.

Check out Appexchange Link for BOFC:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qDqqEAE

Check BOFC site for more details

https://www.bofc.io

How to Compare Multiple Profiles within same or across multiple salesforce orgs in few clicks?

IDEA:  For any Salesforce Admin or developer, there is a requirement to Mass Compare Multiple Profiles with in same org or across multiple orgs. It would be tedious job to open and compare each Profile one by one using Salesforce Standard process.  

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

Benefits of using BOFC Application for Comparing Multiple Profiles:

1. Multiple Profiles can be compared in single click in single xls sheet (check sample image for final result)
2. Multiple Profiles of same org or multiple orgs can be compared in single click in single xls sheet
3. Supports both Standard and Custom Profiles
4. Compare/Export includes following profile attributes: Object access, App access, Tab access, User & Administrative permissions, record type details, apex class access, visualforce page access, Field Permissions
5. Easy, Simple, Clickable process to compare or export profiles

Profile Comparison within same Org (side-by-side)



Profile Comparison across Multiple Orgs (side-by-side)

Few Simple Steps to Compare Multiple Profiles in salesforce:

1. Open the BOFC Home > Click "Compare Multiple Profiles (side by side)"

2. It will open below screen for Managing actions on Multiple Profiles"

3. Select "Compare Multiple Profiles"

User can compare the profiles:

• Within Current Org - means profiles which needs to be compared exists in current org in BOFC is installed
• Between Current & Selected Org - means user can select the profiles which needs to be compared (with same name or different name) in both current org and selected org.

Let's go ahead and see how it works when we are trying to compare profiles across different orgs.

4. Select "Between Current Org & selected Org" and it will ask user to select External org. If org doesn't exists, user can click "Manage Org Details" to add any Org.

5. Once the External Org is selected, it will ask user to Select Profiles in each Org and Profile Attributes.

• Select single or multiple Profiles from the drop down
• Select which profile attributes needs to be compared (for eg: Object details, Apex permissions, Record type settings etc)

6. Once profiles and attributes are selected, it will ask user to select the Component Types:

Unmanaged Components - which means components which ARE created in this org and NOT a part of any Managed Package installed in the salesforce org

Managed Components - which means components which are NOT created in this org and ARE a part of any Managed Package installed in the salesforce org

7. All Set we are ready to Initiate the Process to Compare. Click on "Click to Initiate Process"

8. Once "Click to Initiate Process" button is clicked, it will display a popup on the page. This popup show the status of the process to compare multiple profiles. Wait for couple of seconds, until status is changed to "Completed" in the highlighted table.

1. Status: Shows if process got completed or not
2. Failure: Shows no of profiles which got error out

9. Once status is "Completed", your comparison file is ready for export. Click on "Download" link to download in xls.

For more details, refer official webpage of this application

https://www.bofc.io

Below is the AppExchange URL for this application
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How to FIND Field visibility report on multiple Page Layouts for multiple Objects in single click?

Idea

I am Thankful to one of my BOFC user "Barbara" who has shared this below request:

"Is there a way to add onto a report or excel whether or not a field is currently active on a page layout (and if yes, which page layout)? This is something that’s always been a pain point to keep track of."

This is a time-consuming and a monotonous job for Salesforce developers and admin to manually open each layout for each object and create a report for it.

Solution

Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you overcome the above situation. BOFC can easily create a matrix report of field usage for multiple objects for multiple layouts in single click. Refer this image for quick look:

BOFC application can easy export fields which visible or not in single click on multiple layouts. This would help users to save time, reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use. 

Major Features includes:

• Usage report can be extracted for multiple layouts in single click
• Usage report can be extracted for multiple objects in single click
• This features works for both Standard and Custom Objects
• Usage report shows data for multiple objects in form of multiple tabs (one for each tab) in single xls sheet

Steps to export matrix report in single click:

1. Goto BOFC Application and click "Export Field Usage Matrix" link as highlighted in below image

2. It will open this below page

3. Select single or multiple objects and select "Export Field Usage" radio button. Once selected click on "Fetch Layouts. It will display below screen with all the Layouts for selected objects.

4. Select one or more layouts and click on "Click to Initiate Export"

     Kindly wait for status to change to "Completed".

5. Click "Download Matrix Report" link to extract matrix report for field usage for selected objects and selected layouts

Check out Appexchange Link for BOFC:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qDqqEAE

Check BOFC site for more details
https://www.bofc.io