Friday, 29 December 2023

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

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

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 AnalysisIt 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):