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

How To Export Active/ Inactive Approval Process in few clicks in your Salesforce Org?

Requirement:

For any Salesforce Admin or developer, if there is a requirement to Export Approval Process for multiple objects (for any Standard or Custom Object)

Benefits of using BOFC Application to Export Approval Process:

1. Works for both Standard and Custom Object.

2. User can export details about every Approval Process.

3. User can see Active or Inactive Approval Process.

4. Saves ample amount of time of doing manual work 

Few Simple Steps to Export Approval Process in salesforce:

1. Open the BOFC Home > Click " Export Approval Process"

2. It will open below screen for Approval Process.

3. Select the Type operation as "Export Approval Process" and screen looks like below image

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

1. Select the Process status like Active / All Process.
2. User can select single or multiple objects from the dropdown
3. Click on "Click to Fetch Process" button to fetch approval processes.

4. Once the button "Click to Fetch Process" is clicked , it will display the list of approval process in form of table:

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

1. Select the Single or Multiple Approval Process single or multiple Approval Process.
2. Click on "Click to Initiate Export" button to export selected process.

5. Open the file is download, just open it and your approval process sheet looks like the below image:

 

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