How to “Clone Reports” in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Reports which are being used by Sales People for daily reports.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone all Custom Object & all of its custom fields, validation rules, Page-layouts, Record types

Refer this article to perform this action in few clicks:

https://bofc.io/clone-operations/how-to-clone-object-in-salesforce-in-few-clicks

• Clone Reports (with Report Types & Report Folders)

As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities and complete his action. 

For eg: In case, if a developer has to clone a report with 100 columns, its filters and Bucket fields, then admin would have to open each and every report and clone them to new org.  

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 reports within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application for Cloning Report:

1. User can clone any type of Report (Custom or Standard) using BOFC
2. Along with report, it will also clone "Custom Report Type" and "Report Folder" referenced in report
3. This feature has option for an user to choose whether they need to (override or skip) any existing components(like report, report type, folder)
4. Clone Reports copies Report Columns, Report Filters, Bucket Fields, Sort Field, Aggregate fields and many more.
5. User can clone Reports from Same or External (non-linked) salesforce org
6. Simple Point & Click UI only.

Few Simple Steps to Clone Reports in salesforce

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

2. It will open below screen for BOFC Clone Reports

User can clone the Reports from different type of source orgs:

• Can clone from "Current Salesforce Org" in which BOFC is installed
• Can clone from "External Salesforce org" (Salesforce org which are linked / non-linked to current org in which BOFC is installed)

3. Select the "Source Org" from where you want to clone the Report

4. Select the "Source Folder" (from where report needs to cloned)

5. Next step is to decide the type of action for any existing "Report Types, Report Folder & Reports"

Note: Any entity which is not available will be created. This step relates to "Any existing entity only". If user has selected:

"Clone & Override" - It means the existing entity will be over-written

"Clone & No-Override" - It means the existing entity will be Skipped for any changes.

6. Finally we are ready with all the configuration and ready to initiate the process to fetch Source Reports

7. Once this blue button is clicked, it will open a section with a table of Source Reports

Select (single or multiple) Source reports which you want to clone and click on blue button "Click here to Initiate Clone"

8. Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

Click "Clone" button in the Status Table against each row (one by one)

    Once the "Clone" buttons is clicked, it will update the status against each row for all the elements of that type.

 

  

Above image shows that the selected reports has two report types which needs to cloned. When BOFC tried to clone them, it shows the Success or Error Status against each report type.

Once all "Clone" buttons are clicked, you are done with your Clone Reports with all the selected actions.

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 Export Custom Settings in Salesforce in few clicks?

 Requirement:

For any Salesforce Admin or developer, if there is a requirement to Export All Custom Settings.

Benefits of using BOFC Application for Export Custom Settings:

1. Works for both Managed and Unmanaged Custom settings.

2. Can export Custom settings and their records for  (Single or multiple) Custom settings at same time
3. Easy to use with few clicks.

4. Saves ample amount of time of doing manual work.

Few Simple Steps to Export Custom Settings in salesforce

1. Open the BOFC Home > Click "Export Custom Settings".

2. It will open below screen for Manage Custom Settings.

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

1. Select the Type of Entity as Custom Settings.
2. Select the Custom Setting(s) from the dropdown. 
3. Can select Object Details, All Standard Fields and All Custom Fields from the "Select What to Export(s) by checking the checkbox."
4.  After completing the above 3 steps just click on the "Click to Initiate Export" Button.
   

3. Once "Click to Initiate Export" button is clicked, it will display a table with the Export Status. Just wait for few seconds for the Process to Complete. Once the process is completed, it will display a "Download" link in the action column.

4. Click on "Download" Link in the first column of the table and open the downloaded file. The screen looks like the below image.

How to Export Custom Metadata Types in Salesforce in few clicks?

  Requirement:

For any Salesforce Admin or developer, if there is a requirement to Export All Custom Metadata Types.

Benefits of using BOFC Application for Export Custom Metadata Types:

1. Works for both Managed and Unmanaged Custom Metadata Types.

2. Can export  (Single or multiple) Custom Metadata Types at same time
3. Easy to use with few clicks.

4. Saves ample amount of time of doing manual work.

Few Simple Steps to Export Custom Metadata Type in salesforce

1. Open the BOFC Home > Click "Export Custom Metadata Types"

2. It will open below screen for Manage Custom Metadata Types.

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

1. Select the Type of Entity as Custom Metadata Types.
2. Select the Custom Metadata Type(s) from the dropdown. 
3. Can select Object Details, All Standard Fields, All Custom Fields and Validation Rules from the "Select What to Export(s) by checking the checkbox."
4.  After completing the above 3 steps just click on "Click to Initiate Export" Button.

3. Once "Click to Initiate Export" button is clicked, it will display a table with the Export Status. Just wait for few seconds for the Process to Complete. Once the process is completed, it will display a "Download" link in the action column.

4. Click on "Download" Link in the first column of the table and open the downloaded file. The screen looks like the below image.

How to Auto-Sync multiple Files / Attachments across Salesforce and DropBox accounts?

Requirement:

A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on DropBox Account.

• Is there a way to automatically upload the files or attachments from Salesforce to DropBox (whenever it is created in Salesforce)?  
• Can we automatically access the DropBox files directly in Salesforce without logging into  DropBox?

Solution:

As Files or Attachments of any object's record can be "Auto-Synced" to "DropBox" account, so we need to perform below steps to Configure "Auto-Sync" functionality using File ZIPO:

Step 1: Add or Configure a new DropBox Account in File ZIPO

Step 2: Define the objects which needs to be Auto-Synced across Salesforce & DropBox

Step 3: Add the FileZIPO Sync Component on the Object's record page to access Sync records

Let's go through all the above steps one by one to Configure Auto-Sync using File ZIPO.

Step 1: 

User can easily add any Dropbox account in few simple steps. Please refer this detailed blog to add a DropBox Account in File ZIPO

https://filezipo.io/how-to-add-a-new-dropbox-account-in-the-file-zipo/

Step 2: 

Once the "DropBox" account is added in File ZIPO "Manage External Accounts" tab, then click on the "Manual Sync & Folders" on the same page to configure the Objects on which "Sync" needs to be enabled.

(Note: Please skip step 2, if you already have a Sync & folder defined for an Object)

Click "New" button on the "Define Sync & Folders table. Once clicked, it will display a popup.

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

             1. Select the DropBox Account which needs to used for Sync"

             2. Select the Folder path on existing DropBox account (or can create new using step 3)

             3. Enter the name of the Folder in which Files or Attachment will be saved

             4. Select Single or Multiple Object for which sync needs to be enabled

             5. Enable or Disable this checkbox in order to prevent manual Sync.

             6. Enable or Disable this checkbox in order to prevent Auto-Sync.

             7. If user wants to delete the file or attachment from Salesforce when it is successfully synced, 

                 just check this checkbox.

             8. Enable or Disable this checkbox in order to prevent override existing files.

             9. Once all the above configurations are ready, click on "Save Folder" to save this Auto-Sync 

                 Configuration

Step 3:  

Need to Add the FileZIPO Sync Component on the Object's record page to access Sync records.  In order to add the FileZIPO component on the Detail page of the record, please follow below steps.

Few Simple Steps to add File ZIPO Sync Component on Record Page:

Step 1. Go to App Launcher like below image.

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example).

Step 3. Go to object record page by clicking on any record and Click on the Gear Icon on the top right corner and click on "Edit Page".

Step 4.  Once "Edit Page" is clicked, it will open the App Builder page.

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

             1. Click on Tab section.

             2. Click on "Add Tab" button.

             3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO Sync"

             4. Click on "Done" Button to add tab.

Step 5. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page. 

Step 6. To Check if the Files / Attachments are Sync with DropBox or not, just go to you Object record page and upload any file or attachment (manually in Salesforce)

Now click on File Zipo Sync Tab, you will see your file will be automatically added to DropBox and it will create a Sync record. 

User can easily access the file (from Salesforce) by clicking on "Eye" or "Download" icon.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to Manual-Sync multiple Files / Attachments across Salesforce and DropBox accounts?

 Requirement:

A XYZ company is an Accounting firm which manages many clients (Account). Currently, all the files or attachments of all the accounts are stored in Salesforce and accounting person manually download the files/attachments and upload them on dropbox Account.

• Is there a way to manually sync few selected files or attachments from Salesforce to dropbox?
• Can we access the dropbox files directly in Salesforce without logging into dropbox account once the files are synced?

Solution:

As Files or Attachments of any object's record can be "Manually-Synced" to "dropbox" account, so we need to perform below steps to perform "Manual-Sync" functionality using File ZIPO:

Step 1: Add or Configure a new dropbox Account in File ZIPO

Step 2: Define the objects & folder which needs to be Synced across Salesforce &dropbox

Step 3: Manually Sync files or attachment from the File ZIPO UI

Step 4: Add the FileZIPO Sync Component on the Object's record page to access Sync records

(Note: Please skip step 1, if you already have a dropbox Account added in File ZIPO)

(Note: Please skip step 2, if you already have a Sync & folder defined for an Object)

(Note: User can skip the step 4, if the File ZIPO Sync Component is already added on object's layout)

Let's go through all the above steps one by one to Configure Manual-Sync using File ZIPO.

Step 1: 

User can easily add any dropbox account in few simple steps. Please refer this detailed blog to add a dropbox Account in File ZIPO

https://filezipo.io/how-to-add-a-new-dropbox-account-in-the-file-zipo/

Step 2: 

Once the "DropBox" account is added in File ZIPO "Manage External Accounts" tab, then click on the "Manual Sync & Folders" on the same page to configure the Objects on which "Sync" needs to be enabled.

(Note: Please skip step 2, if you already have a Sync & folder defined for an Object)

Click "New" button on the "Define Sync & Folders table. Once clicked, it will display a popup.

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

             1. Select the DropBox Account which needs to used for Sync"

             2. Select the Folder path on existing DropBox account (or can create new using step 3)

             3. Enter the name of the Folder in which Files or Attachment will be saved

             4. Select Single or Multiple Object for which sync needs to be enabled

             5. Enable or Disable this checkbox in order to prevent manual Sync.

             6. Enable or Disable this checkbox in order to prevent Auto-Sync.

             7. If user wants to delete the file or attachment from Salesforce when it is successfully synced, 

                 just check this checkbox.

                  8. Enable or Disable this checkbox in order to prevent override existing files.

             9. Once all the above configurations are ready, click on "Save Folder" to define the Object and its folder structure.

Step 3:  Click on "Backup / Sync Files" tab

    

        It will open screen like below Image

 

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

1. Select single or multiple Files / Attachments.
2. Click on "Click Here to Download/Transfer" button. 
3. User can use multiple Filters like dropdown by Selecting "Files & Attachments" or "Only Files" or "Only Attachments", by Objects and by File / Attachments Name.
4. User can use "Advance filter" by clicking on Filter Icon.  

Once files/attachments are filtered, select your files and Click on "Click Here to Continue" button. Once clicked, it will open a popup as below: 

 

Step 4:  

Need to Add the FileZIPO Sync Component on the Object's record page to access Sync records.  In order to add the FileZIPO component on the Detail page of the record as the first step.

(Note: User can skip the below steps (1 to 5), if the File ZIPO Sync Component is already added on object's layout)

Few Simple Steps to add File ZIPO Sync Component on Record Page:

Step 1. Go to App Launcher like below image.

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example).

Step 3. Go to object record page by clicking on any record and Click on the Gear Icon on the top right corner and click on "Edit Page".

Step 4.  Once "Edit Page" is clicked, it will open the App Builder page.

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

             1. Click on Tab section.

             2. Click on "Add Tab" button.

             3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO Sync"

             4. Click on "Done" Button to add tab.

Step 5. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page. 

Step 6. To Check if the Files / Attachments are Sync with DropBox or not, just go to you Object record page and upload any file or attachment (manually in Salesforce)

Now click on File Zipo Sync Tab, you will see your file will be automatically added to DropBox and it will create a Sync record. 

User can easily access the file (from Salesforce) by clicking on "Eye" or "Download" icon.

 

For more details, refer official webpage of this application

https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT