Tuesday, 9 March 2021

How to purchase BOFC Paid Version using Paypal / Credit / Debit / AMEX cards in few simple steps?




BOFC is native salesforce application which helps devs or admins to perform bulk CRUD operations, and also helps to manage salesforce configurations. This application has two versions:
  1. Free version
  2. Paid version
Free version can be installed directly from AppExchange page of BOFC or using the direct link 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


Paid Version: Once user is happy and find the app useful, it can opt to upgrade from Free version to Paid version. User can purchase Paid version from the official webpage of BOFC using below link.

Once a paid version is purchased, user will receive an email with Activation KEY with the instruction on how to activate it.


Few Simple Steps to Purchase Paid Version of BOFC

1. Open your browser & Search "bofc.io" or directly open this official webpage of BOFC: https://www.bofc.io



2. It will open the official webpage of BOFC application


Click on "Pricing" tab and it will take user to "Plans & Pricing" section



3. Choose the Plan as per requirement & click "Buy NOW" button. Once "Buy NOW" is clicked, it will show a screen to fill basic details.

User can make the payment using multiple Payment gateways

1. Paypal Payment gateway:
 It supports payment by Paypal (if user has an account on Paypal) or user can pay by Credit / Debit / AMEX Cards (whether a user has PayPal account or not)

2. RazorPay Payment Gateway
It supports payment by Credit / Debit / AMEX Cards


Let's explore both the Payment gateways one by one.


Paypal Payment Gateway

Step 1: Once a Plan is selected and "Buy Now" is clicked, user can fill all the required details in the next screen and should select the "Paypal" as payment gateway.

Step 2:  Once "Proceed to Payment" is clicked, it will redirect user to Paypal webpage





Here, user can login using Paypal Account and complete the transaction or they can pay using debit / credit / amex card without any need to login with Paypal. 

Step 3: Let's say user selected "Pay with Debit or Credit Card". Once clicked, it will show a below screen:


Fill all the required details like Card details, address and click "Pay Now".



RazorPay Payment Gateway

Step 1: Once a Plan is selected and "Buy Now" is clicked, user can fill all the required details in the popup and should select the "RazorPay" as payment gateway.



Step 2:  Once "Proceed to Payment" is clicked, it will open a popup to enter mobile number.


Step 3:  Once "Pay using Card" is clicked, it will open a popup to enter mobile number.


Step 4:  Once this option is clicked, it will show a below screen to enter card details.


Step 5. Enter Card details and click "Pay" button to complete the transaction.


For more details, refer official webpage of this application

Monday, 8 March 2021

How to add a new Box.com account in the File ZIPO?

FileZIPO - One solution for all files types

FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 
  • Zip multiple files in single or multiple folders (parent-child structure)
  • Sync files between Salesforce & multiple External Platforms
  • Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
  • Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.
This app is a shorter route to perform mass operations like ZIP, Sync, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Few Simple Steps to Add new Box.com Account in File ZIPO

1. Open the FileZIPO application from App Launcher & Click on "Manage External Accounts" tab


2. Click on Box.com


3.It will open below popup with instructions


4. Follow all the instructions defined in Step 1 to get the required details for Step 2. Here is the detailed explanation for each step:
  • a.  Open this Link Click Here 
  • b. Login with your Box username and password.
  • c. Click on "Create New App".

  • d. Choose the type of app as "Custom App".

  • e. Choose authentication method as "Standard OAuth 2.0" & click next.
  • f. Name your app & Click Create App.
  • Once saved, it will open the “view app” page. Click on the "Configuration" in left panel and perform these small steps:

    • a. Copy this below url in redirect url of box.com configuration by clicking the "Copy" button

Paste the copied redirect URL in the box "Outh2.0 Redirect UI" section of Configuration tab.



    • b. Copy this below url in CORS-Domain and Save it.

    • c. Copy "Client ID" & "Client Secret" values from the Configuration page to the Notepad.


5. Enter your Box.com username and Paste Client ID, Client Secrete in the respective fields of Step 2.




6.In order to generate "Code", Click On the "Generate" button and it will open a new tab with below screen.











7. Copy the "Authentication Code" from above screen and paste in the "Code" field of Step 2.


7.Click Save & you are done. We are ready to save or transfer files from Salesforce to OneDrive or via versa.



7. Copy the "Authentication Code" from the above screen and paste in the "Code" field of Step 2 and 
then Click On "Save" Button

8. You are done. We are ready to save or transfer files from Salesforce to OneDrive or via versa.

How to Compare Validation Rules across multiple salesforce organization?

  

For any Salesforce Admin or developer, if there is a requirement to Compare "Validation Rules" across multiple salesforce orgs.


- For a developer, it will be a tedious and time taking job. User would have to open validation rule (across multiple salesforce orgs) and compare each Error Condition, error message using manual 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 "Compare Validation Ruleswithin same Salesforce org or across multiple salesforce orgs in few clicks.

Benefits of using BOFC Application for Comparing Validation Rules:
1. User can compare multiple validations in few clicks
2. Support Validation rules comparison for any kind of objects (Standard or Custom or Managed)
3. User can compare multiple validation rules (side by side).
4. Easy to use with few clicks
5. Saves ample amount of time of doing manual work

Few Simple Steps to Compare Multiple Validation Rules

1. Open the BOFC Home > Click "Compare Validation Rules across multiple orgs"

2. It will open below screen for "Compare Validation Rules" page

User can compare validation rules across multiple salesforce orgs. Click on Manage Org Details to add any new org,
otherwise goto next step 3.

How to add new org using "Manage Org Details" button?

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 validation rule page.

3. Select any two org from "Select Org" dropdown and click "Compare Validation Rules". It will show below screen.






    Above image has some features (each number has its description as below):
1. Choose the type of operation as "Compare across Multiple Orgs"
2. Select at least two orgs to Compare
3. Enter the API name of the object in the First Selected Org 
4. Enter the API name of the object in the Second Selected Org 
5. Click "Compare Validation Rules" button to initiate Comparison process
 
4. Once "Compare Validation Rules" is clicked, and it will display a side by side comparison of Validation rules across multiple orgs.



Above image has many features (each number has its description as below):
1. Display validation rules of first selected org
2. Display validation rules of second selected org
3. You can change the view of comparison results. It can display data for all validation rules of both selected orgs, or it can show only common validation rules or non-common validation rules. 


For more details, refer official webpage of this application

How to Compare Process Builders across multiple Salesforce Organization?

 

For any Salesforce Admin or developer, if there is a requirement to Compare "Process Builders" across multiple salesforce orgs.


- For a developer, it will be a tedious and time taking job. User would have to open process builder (across multiple salesforce orgs) and compare each filter, action and values one by one using manual 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 "Compare Process Builderswithin same Salesforce org or across multiple salesforce orgs in few clicks.

Benefits of using BOFC Application for Comparing Process Builders:
1. User can compare multiple process builders in few clicks
2. Support Process builders for any kind of objects (Standard or Custom)
3. User can compare multiple process builder with active version and object on which they are created.
4. Easy to use with few clicks
5. Saves ample amount of time of doing manual work

Few Simple Steps to Compare Multiple Process Builders

1. Open the BOFC Home > Click "Compare Process Builder in Bulk"























2. It will open below screen for "Compare Process Builder" page



    



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

How to add new org using "Manage Org Details" button?

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.


3. Select any two org from "Select Org" dropdown and click "Compare Active Processes". It will show below screen. Wait until Status is changed to Completed.




    Once status is changed to completed, it will show a link to "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. Display process builders of first selected org
2. Display process builders of second selected org
3. You can change the view of comparison results. It can display data for all process builders of both selected orgs, or it can show only common process builders or non-common process builders. 


For more details, refer official webpage of this application


Saturday, 6 March 2021

How to “Clone object” (Standard or Custom) in Salesforce in few clicks?

 


Scenario:
ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Standard and custom objects with 300+ or 400+ fields.  

ABC Company is expanding its business and want to setup a new Salesforce org which is replica of existing salesforce org. In order to replicate, they need to perform multiple activities like:
  1. Clone custom fields of all the Standard Objects
  2. Clone all Custom Object & all of its custom fields
  3. Clone all the validation rules
  4. Clone all the Page-layouts
  5. Clone all the record types
As both the orgs 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 an object with 400 fields, developer would have to open each and every field, validation rules, layouts, record types for an object 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 objects within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application for Cloning Object:
  1. User can clone any type of object (Custom or Standard or Managed object) using BOFC
  2. Clones source object properties to any new target object
  3. Clone all Custom fields of Primitive field types (like text, number, currency, checkbox etc) or  Relationship field types (like Lookup, Master-Child etc) or Formula types to new/existing target object
  4. Clone Field Permissions of Source Object Fields if user is trying to clone from same org or user can assign new Field Permissions for target object for multiple profiles
  5. Clone all the validation rules of Source objects to new/existing target object
  6. Clone all the page-layouts of Source objects to new/existing target object
  7. Simple Point & Click UI only.

NOTE: Along with all the actions described above, BOFC also creates any missing "Global Picklist (Value set"), if it is referred in any Picklist or Multi-Picklist field.


Few Simple Steps to Clone Object in salesforce

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



2. It will open below screen for BOFC Clone Object

User can clone the object 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 the where you want to clone the object & enter the API name of the object



4. Select the type of action for target object. Do you want to:
  • Create New Target Object
  • Use Existing Object as Target Object


5. Let's go with "Create New Target Object". Next, you need to select the type of actions we need to perform?


User can choose single or multiple checkboxes to select the type of actions:
  • Clone All Custom Fields - (Only Primitive Fields) - This means custom fields fields which are of primitive types only like Number, Text, Picklist...etc  
  • Clone All Relationship Fields - This means fields are of relationship types only like Master Detail, Lookup.
  • Clone All Formula Fields- This means fields which are Formula or rollup summary types.
  • Clone All Validation Rules- Select this checkbox if you want to clone rules
  • Clone All Layouts- Select this checkbox, if you want to clone all page-layouts

6. Let's manage the field permissions for Target Object & its fields



Here user can select multiple profiles & can choose what type of field permission should be assigned to new fields (Read or Edit).

7. Finally we are ready with all the configuration and ready to initiate the process to clone.



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

Click on "Createbutton in the Status Table against each row (one by one)


    Once the "Create" buttons is clicked, it will update the status against each row and will show next steps. Check the below image with some highlighted pointers:
1. New Object Created Successfully
2. Click "View Object" to view newly created object
3. Click on create in the second row of the table one by one to create fields in the new object.

  

9. Click "Create" infront of each row one by one and wait for process to complete. Once all "Create" buttons are clicked, you are done with your Clone Object with all the selected actions.

10. Final Status in Green show your actions are completed in the new/existing object.


In case, if there is any error in any type of action, then the "Error Status" section will list all the errors  with their reason, so you can track those actions and fix them



For more details, refer official webpage of this application