Thursday, 12 August 2021

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

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