Requirement:
For any Salesforce Admin or developer, if there is a requirement to perform below actions for single or multiple objects for multiple profiles:
Few Simple Steps to Update Field Permissions actions:
2. It will open below screen for Field Permissions
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)
Benefits of using BOFC Application:
- Works for any kind of object (Standard or Custom)
- User can Update Field permissions for single or multiple objects in single click
- 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:
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
Below is the AppExchange URL for this application
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