Monday, 25 March 2019

How to "Clone object" (Standard or Custom) in salesforce in few clicks?



Requirement:
For any Salesforce Admin or developer, if there is a requirement to Clone Standard or Custom Object (with Object details, Custom fields, Validation rules, Record types)

- For a developer, Clone object in Salesforce is a tedious and time taking job. User would have to open and copy each field, validation rules, record types one by one for an object 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 clone multiple objects within same Salesforce org in few clicks.

Benefits of using BOFC Application for Cloning Object:
1. Clone source object properties to new object
2. Clone all custom fields of Primitive field types (like text, number, currency, checkbox etc)
3. Clone all custom fields of Relationship field types (like Lookup, Master-Child etc)
4. Clone all custom fields of Formula types.
5. Clone all validation rules
6. Clone all record types
7. Clone Field Permissions of Source Object Fields or user can assign new Field Permissions
8. User can clone Custom or Standard Objects

Few Simple Steps to Clone Object in salesforce

1. Open the BOFC Home > Click "Clone Object"



2. It will open below screen for BOFC Clone Object
3. Select the "Source object" from the drop down.

    For ex:  Source Object: Company
            Target Object : Test Object

    Above image has many features (each number has its description as below):
  1. Select Source Object
  2. Enter details for Target object label and name
  3. User can choose either one or multiple action(s):
    1. Clone All custom fields except relationship and formula fields 
    2. Clone All Relationship fields
    3. Clone All Formula fields
    4. Clone validation and record types
  4. Field Permissions: 
    1. Clone Field Permission of Source Object fields to new fields
    2. Select new profiles for new fields
  5. Button "Click here to initiate process" - On clicking this button, it will start process to clone all the selected actions to target object
4. Once "Click here to initiate process" button is clicked, it will add a new section on same page to share clone status against each action:

5. Click "Create" infront of each row one by one and wait for process to complete. Once all create are clicked, you are done with your object cloning.


6. Final Status in Green


For more details, refer official webpage of this application

Monday, 11 March 2019

How to activate Full Version for Bulk Object Field Creator?




BOFC is native salesforce application which helps devs or admins to perform bulk CRUD operations, and also helps to manage salesforce configurations. This application has two versions:
  1. Free version
  2. Paid version
Free version can be installed directly from AppExchange page of BOFC using link. Free version has all the features or capabilities which are available in Full version, but free version is limited to some extent.
for eg:
          In Free version, user can create upto 30 fields in bulk, but in Full Version there are NO limits
          In Free version, user can delete upto 10 fields in bulk, but in Full Version there are NO limits


Full Version: Once user is happy and find the app useful, it can opt to upgrade from Free version to Paid version. User can purchase Paid version from the official webpage of BOFC https://www.bofc.io

Once a full version licence is purchased, user will receive an email with Activation KEY. Please follow below steps to activate full version.


Few Simple Steps to Activate Full Version of BOFC

1. If Classic - Login to Salesforce > Goto Applications dropdown > Click "Bulk Object Field Creator"

Classic View


    If Lightning - Login to Salesforce > Click on App Launcher > Click "Bulk Object Field Creator"



2. It will open BOFC Home page as shown below. Click "Settings" on the BOFC header


3. Click Settings and it will open below screen.


4. It will open the below screen. Copy the activation key from the email and enter in the highlighted box.

    Just copy the key and place it in this highlighted box and click "Activate Full Version". It will take few seconds and will load the below screen.


5. Done


For more details, refer official webpage of this application