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