How to Export Process Builders (single or multiple) in XLS in few clicks in salesforce?

For any Salesforce Admin or developer, if there is a requirement to export or document all or any specific "Process Builders" in the system in XLS

- For a developer, it will be a tedious and time taking job. User would have to open each process builders and copy its contents 
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 "Export (Single or Multiple) Process Builders" within same Salesforce org in few clicks.

Benefits of using BOFC Application for Exporting Process Builders:

1. User can export single or multiple process builders in few clicks

2. Support Process builders for any kind of objects (Standard or Custom)
3. Easy to use with few clicks

4. Saves ample amount of time of doing manual work

Few Simple Steps to Export Multiple Process Builders

1. Open the BOFC Home > Click "Export Process Builders in Bulk"

2. It will open below screen for "Export Process Builder" page. Now click "Fetch Active Processes" button

User can export process builders from multiple salesforce org. Click on Manage Org Details to add any new org,otherwise goto next step 3.

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 and it will show the same process builder page (where it shows red error message).

Now select the environment which you just added and click "Fetch Active Processes"

3. Once "Fetch Active Processes" is clicked, it will show below screen. Wait until Status is changed to Completed.

    Once status is changed to completed, it will show a link "View Results"

4. Click "View Results", and it will list all the "Active" Process Builders in the system

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

1. User can select object name.
2. User can select process name of selected object.
3. Click on "Apply Filter" button to get process builders on the basis of applied filter condition.
4. User can reset applied filter by click on "Reset filter"
5. User can view process summary for each process builder by clicking this link (once clicked, scroll to the end of page to view summary).
6. User can export (in XLS) list of all the process builders WITHOUT process summary using this button.
7. User can export (in XLS) list of all the SELECTED process builders WITH process summary using this button.
8. Pagination will help user to navigate to next/previous page, if total count for process builders is greater than 50.User can 
9. User can select the process builders using this checkbox and can export using button 7.

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 Update"Field Permissions" for Multiple Objects for Multiple Permission sets in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to perform below actions for single or multiple objects for multiple permission sets:

• Update Field Permissions (in XLS)

- For a developer, managing field permissions actions for single or multiple objects in Salesforce is a tedious and time taking job. User would have to open each field permission set 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 (Compare or Export or Update) field permissions for multiple objects and for multiple Permission sets within same Salesforce org in few clicks.

Benefits of using BOFC Application:

1. Works for any kind of object (Standard or Custom)

2. User can Update Field permissions for single or multiple objects in single click

3. Simple drag & drop UI

                                          Sample Export Results for Field Permissions

Few Simple Steps to Update Field Permissions actions:

1. Open the BOFC Home > Goto Field Permissions Section

2. It will open below screen for Field Permissions

3. Once Permission Set is selected, it will show below screen:

4.Once update is selected, it will show below screen:

Please select single or multiple objects, and select single or multiple permission sets. Once done then click on "Click to Initiate Export (as xls)" button.

5. Please don't refresh your page, until status is changed to "Completed".

 Once it is completed, it will show below screen

Click on Download link as per above image and your file for field permissions is ready for download for multiple objects.

6.  So we are done till Step 5. Now only update part is left. User can open the file which is exported in last step.

                                            Export Results for Field Permissions

Few pointers to note down:

1. Each Object has its own tab in same excel sheet

2. Each Profile has two columns. One for Edit and One for Read

3. GREEN colour represents TRUE and ORANGE colour represents FALSE

User can modify the field permissions in the same file and can save it.

7. Now Upload your updated file on BOFC Field Permission page as highlighted in STEP 5

On upload, it will show below screen, Now select your field row (single or multiple) and click "Update Field Permissions".

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 Compare or Export "Field Permissions" for Multiple Objects for Multiple Permission sets in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to perform below actions for single or multiple objects for multiple Permission sets:

• Compare or Export Field Permissions (in XLS)

- For a developer, managing field permissions actions for single or multiple objects in Salesforce is a tedious and time taking job. User would have to open each Permission set 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 (Compare or Export) field permissions for multiple objects and for multiple permission sets within same Salesforce org in few clicks.

Benefits of using BOFC Application:

1. Works for any kind of object (Standard or Custom)

2. User can Compare or Exports Field permissions for single or multiple objects in single click
3. User can update field permissions using XLS for multiple objects
4. Simple drag & drop UI

Few Simple Steps to manage Field Permissions actions:

1. Open the BOFC Home > Goto Field Permissions Section

2. It will open below screen for Field Permissions and select "Permission Sets"

3. Select any one "action type" from the radio buttons

4. If user select "Compare" or "Export", it will show below screen:

5. Please don't refresh your page, until status is changed to "Completed"

Once it is completed, it will show below screen

Click on Download link as per above image and your file for field permissions is ready for download for multiple objects.

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 update "Field Permissions" for Multiple Objects for Multiple Profiles in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to perform below actions for single or multiple objects for multiple profiles:

• Update Field Permissions (in XLS)

- For a developer, managing field permissions actions for single or multiple objects in Salesforce is a tedious and time taking job. User would have to open each field profiles 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 Update field permissions for multiple objects and for multiple profiles within same Salesforce org in few clicks.

Benefits of using BOFC Application:

1. Works for any kind of object (Standard or Custom)
2. User can Update Field permissions for single or multiple objects in single click
3. Simple drag & drop UI

       

                                    Sample Export Results for Field Permissions

Few Simple Steps to Update Field Permissions actions:

1. Open the BOFC Home > Goto Field Permissions Section

2. It will open below screen for Field Permissions

3. Once Profile is selected, it will show below screen:

3. Once update is selected, it will show below screen:

4.Once update is selected, it will show below screen:

Please select single or multiple objects, and select single or multiple profiles. Once done then   click on "Click to Initiate Export (as xls)" button.

5. Please don't refresh your page, until status is changed to "Completed".

 Once it is completed, it will show below screen

Click on Download link as per above image and your file for field permissions is ready for download for multiple objects.

6.  So we are done till Step 5. Now only update part is left. User can open the file which is exported in last step.

                                               Export Results for Field Permissions

Few pointers to note down:

1. Each Object has its own tab in same excel sheet

2. Each Profile has two columns. One for Edit and One for Read

3. GREEN colour represents TRUE and ORANGE colour represents FALSE

User can modify the field permissions in the same file and can save it.

7. Now Upload your updated file on BOFC Field Permission page as highlighted in STEP 5

On upload, it will show below screen, Now select your field row (single or multiple) and click "Update Field Permissions".

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