Thursday, 23 January 2020

How to Perform Bulk Profile Operations of Salesforce in few Clicks?

Requirement:

For any Salesforce Admin or developer, if there is any requirement to manage below Profile Operations in few clicks.
  • Compare Multiple Profiles of Salesforce
  • Export Multiple Profiles of Salesforce in xls
For a developer, it would be a tedious job to copy and click 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 options to overcome this situation is by using this app exchange tool called Bulk Object Field Creator (BOFC)

Benefits of using BOFC Application to Compare and Export Multiple Profiles:

  1. Multiple Profiles can be compared in a single click in single xls sheet (check sample image for the final result)
  2. Supports both Standard and Custom Profiles
  3. Export includes: Object access, App access, Tab access, User & Administrative permissions, record type details, apex class access, visual force page access, Field Permissions
  4. Easy, Simple, Clickable process to compare or export profiles

Please refer below links for each type of actions for a detailed description:

  • Compare Multiple Profiles: https://www.bofc.io/compare-multiple-operations/how-to-compare-multiple-profiles-of-salesforce-in-few-clicks/
  • Export Multiple Profiles: https://www.bofc.io/bulk-export-operations/how-to-export-multiple-profiles-of-salesforce-in-few-clicks/

Friday, 17 January 2020

How to Switch BOFC Licence from one Salesforce org to another Salesforce org?


BOFC is native salesforce application which helps devs or admins to perform bulk CRUD operations, and also helps to manage salesforce configurations. 

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 full version. User can purchase full version using either of below links:
Once a full version licence is purchased from either of above links, user will receive a email with Activation KEY. 

BOFC has four type of packages:


Package NameSupport Org Switch?Description
Starter No -NA-
Basic Yes Licence can be active in One Org at a time.
Professional Yes Licence can be active in 5 different Orgs at the same time with same activation key.
Enterprise Yes Licence can be active in any number of Orgs at the same time with same activation key.

 In order to switch licence from one salesforce org to another:
  • If you have purchased a "Basic Package" - then please follow all the steps as explained below.
  • If you have purchased a "Professional Package"
    • If number of salesforce orgs in which your key in active is Less than 5, then you can directly jump to Step 5.
    • If number of salesforce orgs in which your key in active is 5, please follow all the steps as explained below.
  • If you have purchased a "Enterprise Package", then you can directly jump to Step 5.
    Few Simple Steps to Switch Licence from one salesforce org to another Salesforce org:


    1. First Open Salesforce org in which Licence is already active

      Login to Salesforce > Click on App Launcher > Open Bulk Object Field Creator 

    2. It will open BOFC Home page as shown below
    BOFC Home Page
    3. Click Settings & will open below screen. If your licence is already active, then it will display a button called "Revoke access & back to Free Version".


        Copy Licence key & Click on "Revoke access & back to free version" button, so that user can use same activation key in some other salesforce org.

    4. On clicking "Revoke access & back to Free Version, it will display below screen.



    5. Now, Open Salesforce org in which Licence needs to be activated. 
        Goto BOFC Home > Settings
       
        Just copy the licence key from notepad or from the email send by BOFC admin & place it in this highlighted box and click "Activate Full Version"

    6. Done


    For more details, refer official webpage of this application

    Thursday, 9 January 2020

    How to Compare Multiple Operations in Salesforce using BOFC App


    Requirement


    For any Salesforce Admin or developer, if there is a requirement to perform any of the Compare Operations such as Compare Multiple Objects, Profiles, Field Level Security, Permission Sets, etc in XLS. All such work requests would take much more effort and time of admins, using Salesforce Standard process.

    One of the best options to overcome this situation is by using this app exchange tool called Bulk Object Field Creator (BOFC). It has 21+ different features that one could not find in any of the other Salesforce App. The best thing about this app is, it lets admins download the combined report of any function in excel format.



    Let's Discuss Compare Multiple Operations in details below:

    1) Compare Multiple Profiles: BOFC is the only tool in Salesforce for the admin which allows to compare multiple profiles. Users can also download this compared report in excel format.
    Compare includes:
    1. Object Permissions
    2. Application Permissions
    3. Tab Settings
    4. User & Administrative Permissions
    5. Record Type Settings
    6. Apex class Permissions
    7. Visual force page Permissions

    2) Compare Multiple Permission Sets: With the Bulk Object Field Creator app, Multiple Permission Sets can be easily Compared & exported in a single click in xls sheet. Comparing can be based on Object access, App access, Tab access, User & Administrative permissions, record type details, apex class access, visual force page access, Field Permissions, etc.
    Compare includes:

    1. Object Permissions
    2. Application Permissions
    3. Tab Settings
    4. User & Administrative Permissions
    5. Record Type Settings
    6. Apex class Permissions
    7. Visual force page Permissions

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

    4) Compare Multiple Objects: BOFC helps admins/developers to mass Compare objects across multiple Salesforce Orgs (Custom or Standard Object) in a single click in a single xls sheet.
    Compare file includes:



    5) Compare Apex Details: BOFC helps admins/developers to compare apex details (side by side) for multiple Salesforce orgs. User can compare multiple type of entities which includes:
    • Apex Class
    • Apex Triggers
    • Visualforce Components
    • Visualforce Pages

    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.