How to remove multiple custom fields from multiple List Views in few clicks?

 Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple custom fields as "Columns" in multiple List Views in single click?

2. Can we update fields of multiple list views at the same time?

3. Can we remove multiple fields from multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can update multiple List Views in few clicks.

Benefits of using BOFC Application to Remove Custom Fields to List View:

1. Supports the update of multiple list views in single click
2. Support mass removal of custom fields in multiple list views
3. Supports list view update for both standard and custom objects
4. Supports list view update for multiple objects at the same time
5. Simple Point & Click UI only.

Few Simple Steps to remove multiple Custom fields in List View

1. Open the BOFC Home > Click "Add / Remove from List Views"

2. It will open below screen to manage list views. Select the type of operation as "remove" option in radio button.

3. Select single or multiple objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple multiple ListViews and Custom Fields which needs to be added to the selected ListViews. Once ready, click on "Add Fields to List Views" button to initiate the process.

5. Once the "Remove Fields to ListView(s)" buttons is clicked, it will update the status against each selected listviews

  

Green means - ListView Updated Successfully

Red means - ListView 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 add mass custom fields as "Columns" in multiple List Views in few clicks?

Let's ask few questions to ourself about Salesforce Standard List Views:

1. Can we add multiple custom fields as "Columns" in multiple List Views in single click?

2. Can we update fields of multiple list views at the same time?

3. Can we remove multiple fields from multiple list views in single click?

Answer is BIG NO. Salesforce standard list view doesn't provide these bulk features. In case, if an admin has to perform these actions, then admin would have to open each and every List View one by one and perform the required action.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange application Bulk Object Field Creator (BOFC), admin can update multiple List Views in few clicks.

Benefits of using BOFC Application to Add Custom Fields to List View:

1. Supports the update of multiple list views in single click
2. Support mass addition of custom fields in multiple list views
3. Supports list view update for both standard and custom objects
4. Supports list view update for multiple objects at the same time
5. Simple Point & Click UI only.

Few Simple Steps to add multiple Custom fields in List View

1. Open the BOFC Home > Click "Add / Remove from List Views"

2. It will open below screen to manage list views. Select the type of operation as "Add" option in radio button.

3. Select single or multiple objects. Once ready, click "Fetch List View(s)" button to initiate the process to fetch all the existing list views of selected objects.

4. Select the single or multiple multiple ListViews and Custom Fields which needs to be added to the selected ListViews. Once ready, click on "Add Fields to List Views" button to initiate the process.

5. Once the "Add Fields to ListViews" buttons is clicked, it will update the status against each selected listview

  

Green means - ListView Updated Successfully

Red means - ListView 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 "Export Field Usability" for multiple Objects in few clicks in salesforce?

  

Requirement:

For any Salesforce Admin or developer, if there is a requirement to find how much the field is used (usage report) in the Salesforce and export the field Usability for multiple fields for multiple objects (single or multiple) in the form of XLS.

- For a developer, it will be a tedious and time taking job. User would have to get and export field usability for single or multiple fields one by one using Salesforce Standard process.  These type of work requests would take much more effort and time, but with our Salesforce AppExchange application "Bulk Object Field Creator (BOFC)", user can easily "Export field usability (Single or Multiple) Objects"  with in few clicks.

Benefits of using BOFC Application for Exporting Field usability:

1. User can export field usability for all types of fields for single or multiple objects.

2. Support any kind of objects (Standard or Custom)

3. Supports the feature to find field usability for each picklist values as well
3. Easy to use with few clicks

4. Saves ample amount of time of doing manual work

Few Simple Steps to "Export Field Usability"

Step 1. Open the BOFC Home > Click "Export Field Usability"

Step 2. It will open below screen for "Export Field Usability" page.

Step 3. Now click "Create New Field Analyzer" Button and screen look like below image

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

1. Give your field analyzer name
2. Select object from the dropdown
3. User can add SOQL query
4. Click on Save button

Step 4. Once the "Save" button is clicked, it will create a new row in the main table with some links in the action column as shown below

Above image has many links to click (each link has its own functionality as described below)

- Start All Field Analysis - It will start analyzing all the fields of the selected object with respect to SOQL defined. Once this link is clicked, it will show the below popup and will start the process.

Once the process is completed, BOFC will send an email when analysis is completed (No need to keep this popup OPEN). NOTE: 1. You can monitor the progress of the analysis or wait for an email notification. 2. Once process get completed, it will display "View Results" and "Download Results" link in the main table. 3. If you are waiting for the job to complete, then please do not refresh your page and wait until Status is changed to "Completed" in below table. 4. The table in the popup updates automatically after every few seconds. 5. This process takes around 2-3 mins for up to 1 million records

- Start All Picklist Value Analysis - It will start analyzing all the picklist values of all the picklist fields. Once this link is clicked, it will start the process.

- View -  If user want to view the field analyzer result, please click on view link to view field analyzer process result.

- Del - If user want to delete the field analysis, click on del link to delete field analyzer process.

- Download Results - Click on "Download Results" link from the above image to download the results and open the downloaded field analyzer report

Here is the final result of field usability report (XLS):

How to Mass Download Files (or Attachments) from a record detail page in salesforce?

Julie (Account Manager) needs to download all the Files/Attachments for an individual salesforce record, but in the standard salesforce, we don't have any standard action to do it.

Manually performing 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.

User can perform this task in few simple steps:

1. Install the FileZIPO application in Salesforce

2. Open the File ZIPO download component on record detail page. 

3. Click the button and Download files/attachments

4. Done.

Few Simple Steps to Download multiple files/attachments of an individual record

Step 1:- Need to add a FileZIPO component/action button on record detail page to download multiple files. (SKIP this step if you have already added the component or button)

How to add a Quick Action (Button) on Object record page. Please follow the below steps to add a quick action button on page layout.

Step 1: Open object manager in setup. (Click here to open) ?

Step 2: Search your object name & open it.?

Step 3: Click "Buttons, Links and Actions" on left side panel.?

Step 4: Click "New Action" (Skip this step if Download/sync/Backup file button is already added on this object.)

Step 5: Enter below details, & click save.?

Action Type : "Lightning Component"

Lightning Component : "FileZipperManageFilesAttachments"

Height : "450px"

Label : "Download / ZIP"

Step 6: Finaly add this action button on your layout & you are done.

Step 2:- Once the button is added in step 1 or open the record detail page where button is already added

Step 3:- It will open the below screen

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

1. Select the type
2. User can filter by List View 
3. User can filter the rows by the file/attachment name
4. User can use advance filter to filter the rows by User, Date, Object, keywords
5. Select single or multiple file/Attachments.
6. User can download individual file using download icon in the last column of each row. 

Step 4:- Select the rows & click this button "Click Here to Continue". Once clicked, it will open a popup

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

         1. Choose the type of option as "Download (as ZIP)"

2. Choose Folder Structure as "Single folder for all selected files"

3. Click on "Download Files" Button to initiate the process to ZIP files

Step 5:- Once "Download Files" button is clicked, it will instantly download the ZIP file.

 

How to merge salesforce files into Single PDF using Salesforce Flow in few clicks?

Requirement:

Alex need to print 1000 pdf files stored in salesforce across multiple objects or records. As per salesforce standard, there is no out-of-box functionality to merge without downloading the files. User needs to download the files and use any external tool to merge them or print them one by one manually. 

These type of work requests would take much more effort and time for an end user. In order to overcome this situation, here we are introducing the "AYAN PDF" - an api kit for all your needs.

Using AYAN PDF merge apis, user can easily merge any number of files in salesforce using multiple ways.

User can merge Files using AYAN PDF Apis in multiple ways:

• Flow
• Apex Classes (using synchronous or asynchronous methods like batch, future)
• Lighting Component
• Visualforce Pages / JavaScript

Benefits of using AYAN PDF Apis to merge files:

1. User can merge any number of files in single click
2. User can merge any type of files (like Salesforce Files, Attachment, Documents)
3. User can call these apis in multiple ways as highlighted in above table
4. Simple and easy to integrate

How can we merge files using AYAN PDF Apis?

User can merge multiple files into single pdf in two ways:

• Calling AYAN PDF Apis in Apex/Aura - Being a Salesforce Developer, user can use the below two apis to merge files in few clicks. 

• Calling Predefined Flow - Our Appexchange solution "File ZIPO", uses the AYAN PDF Apis to merge multiple files into Single File. Once installed, user can call a predefined "Merge Flow" which is a part of this managed package, in which user needs to pass few parameters and files will be merged and sent to the email address defined by the user. 

Let's learn how to do it step by step:

Few Simple Steps to Merge Salesforce Files using pre-defined FLOW in File ZIPO:

Step 1. Install the latest version of Salesforce Appexchange application called "File ZIPO" using below link:   https://www.filezipo.io/release-notes/

    User can click on the type of the org in which they need to process their files.

Step 2. Once installed, user will find two flows in their list of flows (displayed in the below table).

• MergeFiles Using AYANPDF API - this is the main flow which needs to be called to initiate the process for merging the files. The sample flow also calls this main flow.

• Merge Files Reference Flow using APIs - this is the reference / testing flow which guides user with the ways to merge files in multiple ways. In this sample flow, user can call the below actions and try to merge files using apis.

        Actions include:

• Allow user to find & select attachments and send for merge
• Allow user to find & select files and send for merge
• Allow user to find & select documents and send for merge
• Allow user to find attachments and send for merge (without selection)
• Allow user to find files and send for merge (without selection)
• Allow user to find documents and send for merge (without selection)
• Allow user to merge AWS S3 public files into single pdf file

Step 3. User can create its own flow here or can refer next few steps in which we will use the "sample flow" to explain how user can call the "main flow" and pass its parameters.

Just click on sample flow name and click this "run" button:

Step 4: Once the run button is clicked, it will display the below screen to the end user:

    The fields highlighted in above screenshot are defined as below:

    1. Receipient Name - defines the name of the person who has submitted the request

    2. Merged File Name - defines the name of the merged file name which should be sent to the user

    3. Receipient Email - defines the email of the recipient user

    4. Receipient cc address - this is optional field

    5. Choose Action type - defines the type of action with which user needs to test the apis.

NOTE: This is reference or sample flow only. User can clone or edit this flow and can make the changes to it to test different scenarios.

Step 5: Once the "Next" button is clicked, depending upon the action selected, it will display the next screen. Let's take an example that user has selected the action as "Allow user to select files and merge"

On the next screen, it will display list of files for the user to select.

Once the files are selected and next button is clicked, the sample flow will display the "Selected Files" in the next screen for confirmation. (User can skip this screen or change them accordingly)

Step 6: Once the "Next" button is clicked, it will initiate the process of merging the files. The next screen will show the status bar for the number of items are processed and how many are remaining.

Once the process is completed, its going to send an email to the user on the defined email address as shown in below image:

NOTE: 

The Steps 4, 5, 6 has gathered the different type of information as highlighted in below table from the UI Screens. These parameters needs to be passed to main flow "MergeFiles Using AYANPDF API" to initiate the merge process.

    1. Recipient Name - Defines the name of the person who has submitted the request

    2. Merged File Name - Defines the name of the merged file name which should be sent to the user

    3. Recipient Email - Defines the email of the recipient user

    4. Receipient cc address - Defines if need to add anyone in CC (this is optional field)

    5. selectedRecordType - Defines the type of record we are trying to merge. It can contains either one of these three values: Attachment, File or Document

    6. selectedRecordIds - Defines the list of record Ids of any of three objects (Attachment, Content Version, Document). Please don't combine the Ids of multiple entity in single list. 

    7. selectedAttachment_List - Defines the list of Attachments records which needs to be merged

   8.selectedDocument_List - Defines the list of Document records which needs to be merged 

    9. selectedFile_ContentVersion_List - Defines the list of Content Version records which needs to be merged

Sample flow screenshot calling the sub flow

You can reach us anytime for any query or challenges or questions on the below details:

Name: Mohit Bansal
Email: support@ayansoftwares.com / mohit.bansal@ayansoftwares.com