How to “Clone Profiles” in bulk in Salesforce in few clicks?

 ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Profiles which are being used to manage the permissions for the different type of users.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone Custom Objects with all its metadata

Refer this article to perform this action in few clicks:

https://bofc.io/clone-operations/how-to-clone-object-in-salesforce-in-few-clicks

• Clone Reports (with Report Types & Report Folders)

         Refer this article to perform this action in few clicks:

         https://bofc.io/clone-operations/how-to-clone-reports-in-salesforce-in-few-clicks

• Clone Flows
         
Refer this article to perform this action in few clicks:
https://bofc.io/process-builder-flow-operations/how-to-clone-flows-in-bulk-in-salesforce-in-few-clicks

How can I clone multiple profiles from any source org to current Org?

As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities of the profiles and complete his action. 

For eg: In case, if a developer has to clone a profiles with many objects, record types, layouts permissions etc, then admin would have to open each and every profile 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 profiles within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Profiles:

1. User can clone multiple Profiles in single GO using BOFC
2. This feature has an option for a user to override any existing Profiles or create the profiles which are not available
3. User can clone profiles from Same or External (non-linked) salesforce org
4. Simple Point & Click UI only.

Few Simple Steps to Clone Profiles in salesforce

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

2. It will open below screen for BOFC Clone Profile

User can clone Profiles 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 where you want to clone the profiles

4. Click "Show Profiles(s)" button and it will start the process to retrieve the "All Profiles" in the selected Org.

5. Select (single or multiple) profiles which needs to be cloned. Once ready, click on "Clone here to Initiate Clone" button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

    Override / No-Override - In case the Profile with the same name already exists:  

• Clone Profile (which are not available) + Override (any existing) Profile = In this case, the clone process will override the existing Profile which the same name.

• Only Clone Profile which are not available in this org = In this case, the clone process will only create the Profiles which doesn't exists in the current org.

6. Once the "Click here to Clone in Current Org" buttons is clicked, it will update the status against each row for all the profiles

  

Green means - Profile Cloned Successfully

Red means - Profile get error out because of the some reason.

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 

How to “Clone Custom Metadata Types (along with its records)” in Bulk in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Metadata Types which are being used to manage specific information for the business processes.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone Custom Objects/Fields:  Refer this article to perform this action in few clicks

• Clone Flows:  Refer this article to perform this action in few clicks

• Clone Custom Metadata Types (along with its records)

How can user clone multiple "Custom Metadata Types (along with its records)" from any source org to current Org?

As both the orgs (Org 1 & Org 2) 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 Custom Metadata Types of different types, then admin would have to open each and every Custom Metadata Types 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 Custom Metadata Types within "Current Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Custom Metadata Types:

1. User can clone any type of Custom Metadata Types using BOFC
2. User can also Clone records related to multiple Custom Metadata Types
3. This feature has option for a user to choose whether they need to override any existing or create new Custom Metadata Types
4. User can clone Custom Metadata Types from Same or External (non-linked) salesforce org
5. Simple Point & Click UI only.

Few Simple Steps to Clone multiple Custom Metadata Types in salesforce

1. Open the BOFC Home > Click "Clone Custom Metadata Types"

2. It will open below screen for BOFC Clone Custom Metadata Types. Select the mode of Operation as "Clone"

3. Select the type of entities to Clone & the "Source Org" from where you want to clone the Custom Metadata Types

NOTE: 

User can click on "Records" checkbox to clone the records related to the Custom Metadata Types

User can clone the Custom Metadata Types 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)

4. Select the single or multiple Custom Metadata Types which needs to be cloned. Once ready, click on "Click here to Continue" button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

• Append Keyword - User can add any keyword in the Custom Metadata Types Name. If user leaves the field blank, then nothing will be added.

• Type of Action -

• Clone (which are not available) + Override (any existing)  = In this case, the clone process will create the new Custom Metadata Types & override any existing with same name
• Only Clone which are not available in this org = In this case, the clone process will create the Custom Metadata Types which are not available in the current org

6. Once the "Click here to Clone" buttons is clicked, it will update the status against each row for all the Custom Metadata Types.

  

Green means - Custom Metadata Types Cloned Successfully

Red means - Flow got error out because of some reason.

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 

How to “Clone Custom Settings” in Bulk in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Settings which are being used to manage specific information for the business processes.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone Custom Objects & all of its custom fields, validation rules, Page-layouts, Field Sets:  Refer this article to perform this action in few clicks

• Clone Flows:  Refer this article to perform this action in few clicks

• Clone Custom Settings

How can user clone multiple custom settings from any source org to current Org?

As both the orgs (Org 1 & Org 2) 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 custom settings of different types, then admin would have to open each and every custom setting 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 custom settings within "Current Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Custom Settings:

1. User can clone any type of Custom Settings using BOFC
2. This feature has option for a user to choose whether they need to override any existing or append any keyword to existing custom setting name
3. User can clone custom settings from Same or External (non-linked) salesforce org
4. Simple Point & Click UI only.

Few Simple Steps to Clone multiple Custom Settings in salesforce

1. Open the BOFC Home > Click "Clone Custom Settings"

2. It will open below screen for BOFC Clone Custom Settings. Select the mode of Operation as "Clone"

3. Select the "Source Org" from where you want to clone the custom settings

User can clone the custom settings 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)

4. Select the single or multiple custom settings which needs to be cloned. Once ready, click on "Click here to Continue" button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

• Append Keyword - User can add any keyword in the Custom Setting Name. If user leaves the field blank, then nothing will be added.

• Type of Action -

• Clone (which are not available) + Override (any existing)  = In this case, the clone process will create the new custom settings & override any existing with same name
• Only Clone which are not available in this org = In this case, the clone process will create the custom settings which are not available in the current org

6. Once the "Click here to Clone" buttons is clicked, it will update the status against each row for all the custom settings.

  

Green means - Custom Settings Cloned Successfully

Red means - Flow got error out because of some reason.

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 

How to mass download "Documents" in Salesforce few clicks?

ABC Company is using Salesforce to manage its different vendors and their information.

They have lot of vendors (Vendor A, Vendor B) from which the company purchases lot of useful goods and services. Each vendor has lot of documents related to it. The documents can be vendor documents, Invoices, Order form etc

Julie (Account Manager) has to perform two major activities:

1. For each Vendor, make a folder of all the documents

2. Store that Consolidated Zipped File on the Company Google Drive account

These type of work requests would take much more effort and time, but with our Salesforce Appexchange File ZIPO App, user can perform these action in a few clicks.

She can perform her task in few simple steps:

1. Install the FileZIPO application in Salesforce

2. Click the button and Download vendor documents in ZIP file

3. Save ZIPPED File on External Google drive account

4. Done.

Benefits of using File ZIPO Application for Mass Download:

1. User can download single or multiple (Files / Attachments / Documents) in single GO.

2. Downloaded Files can be saved on Desktop

3. Simple Point & Click UI only.

Let's see how she can Mass Download the documents 

Few Simple Steps to Download multiple Documents:

Step 1:- Open the File ZIPO application from the App Launcher & click on "Download / Sync / ZIP" tab.

Step 2:- It will open the below screen and select "Only Documents" options

Step 3:-. Select single or multiple rows of Documents which belongs to same or different folders

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

1. User can select single or multiple document rows of different folders
2. User can search any specific document with the document name
3. User can download individual document file by clicking on "Download" icon on each row

Step 4:-. Once this button "Click Here to Continue" is clicked, it will open a popup

    Here user can choose the type of folder structure:

1. With Single Folder for all the selected files
2. With Multiple Folder for all the selected files in Parent-Child Structure (it means individual folder of each parent will be created in single ZIP file)

    Once folder structure is selected, user can click on "Download Files" to complete this action.

 

How to “Clone Permission Sets” in Bulk in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Permission Sets which are being used to manage the permissions for the different type of users.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone Custom Objects & all of its custom fields, validation rules, Page-layouts, Record types

Refer this article to perform this action in few clicks:

https://bofc.io/clone-operations/how-to-clone-object-in-salesforce-in-few-clicks

• Clone Reports (with Report Types & Report Folders)

         Refer this article to perform this action in few clicks:

         https://bofc.io/clone-operations/how-to-clone-reports-in-salesforce-in-few-clicks

• Clone Flows
         
Refer this article to perform this action in few clicks:
https://bofc.io/process-builder-flow-operations/how-to-clone-flows-in-bulk-in-salesforce-in-few-clicks

• Clone Permission Sets

         Please follow this blog for more detail.

How can I clone multiple permission sets from selected org to current Org?

As both the orgs (Org 1 & Org 2) 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 a permission sets with many objects, recrodtype, layouts permissions etc, then admin would have to open each and every permission set 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 permission sets within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Permission Sets:

1. User can clone multiple Permission Sets in single GO using BOFC
2. This feature has an option for a user to override any existing permission sets or create the permission sets which are not available
3. User can clone permission sets from Same or External (non-linked) salesforce org
4. Simple Point & Click UI only.

Few Simple Steps to Clone Permission Sets in salesforce

1. Open the BOFC Home > Click "Clone Permission Sets"

2. It will open below screen for BOFC Clone Permission Sets

User can clone the Permission Sets 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 where you want to clone the permission sets

4. Click "Show Permission Set(s)" button and it will start the process to retrieve the "All Permission Sets" in the selected Org.

5. Select  (single or multiple) permission sets which needs to be cloned. Once ready, click on "Clone here to Initiate Clone" button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

    Override / No-Override - In case the permission sets with the same name already exists:  

• Clone & Override = In this case, the clone process will override the existing permission Sets which the same name.
• Don't Override = In this case, the clone process will only create the permission sets which doesn't exists in the current org.

6. Once the "Click here to Clone in Current Org" buttons is clicked, it will update the status against each row for all the permission sets.

  

Green means - Permission Set Cloned Successfully

Red means - Permission Set get error out because of the some reason.

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