Friday, 20 August 2021

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.







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