Wednesday, 16 June 2021

How to Export picklist values (Label & API name) for multiple "Picklist or Multi-Picklist" fields or Global ValueSet in Salesforce in few clicks?

  

Requirement
For admin or developer, if there is a requirement to Export "Active or Inactive or both" picklist values for multiple fields of different type (either Picklist or Multi-Picklist) or to export multiple Picklist ValueSet (Global ValueSet).

Solution
Exporting Picklist values for each field is a tedious and time taking job. In case, if a developer has to export picklist values for 400 Picklist fields, developer would have to open each and every field and copy its values in XLS.

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 export picklist values in few clicks.

Benefits of using BOFC Application
1. It can Export picklist values (Label & API name) for multiple "Picklist or Multi-Picklist" field for any Standard, Custom or Managed Object
2. It can Export picklist values (Label & API name) for multiple Global Picklist (Value Set) in single click
3. It can Export (Active or Inactive values) for Picklist, Multi-Picklist, or Global Picklist (Value Set)
4. Simple Point & Click UI only.

Few Simple Steps to Export Picklist, Multi-Picklist or ValueSet:

1. Open the BOFC Home > Click "Export Picklist Values for multiple fields"



2. It will open below screen 


User can export "Active or Inactive picklist values for different type of metadata:
  • Picklist / Multi-select Picklist Fields
  • Picklist ValueSet or Global Value Set
3. Select "Export Picklist" and select the type of picklist values to export (Active or Inactive or Both)


4. Select single or multiple objects for which picklist fields needs to be exported


Click on "Fetch All Picklist Field(s)" button.

5. Select Single or Multiple Picklist or Multi-Picklist fields for which values needs to be exported


Finally we are ready with all the configuration and ready to initiate the process to Export.
Click on "Export Details" button.

6. Once this blue button of "Export Details" is clicked, it will open a small section for Export Status.


Just wait for few seconds for the processing to complete. Once the processing is completed, it will update the status to "Completed" and it will enable the "Download" link as highlighted in below image.



Click on the "Download" link and it will export the XLS file with all the picklist values for the selected fields.

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For more details, refer official webpage of this application

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