How to clone Custom Labels along with its translations in multiple languages in same org (or from any external source org) in few clicks?

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

"Can we clone multiple Custom Labels with their translations (in same or from external salesforce org) in single click?"

Answer is BIG NO. Salesforce standard Custom Labels 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 Custom Label one by one and perform the required action. Also, user will need to open each translation value, choose language and do the manual 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 clone multiple Custom Labels of same org (or from any external salesforce org) in few clicks.

Benefits of using BOFC Application to Clone Labels with their translations:

1. User can clone single or multiple custom labels in few clicks
2. User can also Clone Labels with their translations defined in multiple languages
3. BOFC provide the user to choose whether they need to override any existing (or create) new Custom Labels
4. User can clone Custom Labels from Same or External (non-linked) salesforce org
5. Simple Point & Click UI only.

Let's take a scenario:

We need to clone this below custom label which has two translation values in different languages. The default language of this translation is "English". Also, this custom label has the values defined in two other languages eg: Dutch, English.

Few simple steps to clone multiple Custom Labels along with its translations in few clicks

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

2. It will open below screen to Clone Custom Labels. Select the type of operation as "Clone" option in radio button.

3. Select the source org from which Custom Labels needs to be cloned. In case source org is not available in drop down, kindly click on "Manage Org Details" to add new source org. 

Once source org is selected, it will display the list of Custom Labels.

4. Select the single or multiple Custom Labels. Once ready, click on "Click here to continue" button to initiate the process

5. Once the "Click here to continue" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled, click on "Click here to clone" button.

and here is the result:

Here is the new custom label cloned with the keyword "demo" added in the name of the custom label:

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 multiple FieldSets for multiple objects from salesforce in few clicks?

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

                        "Can we export multiple FieldSets for multiple objects in single click?"

Answer is BIG NO. Salesforce doesn't provide these bulk features to export FieldSets. In case, if an admin has to perform these actions, then admin would have to open each and every FieldSet 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 export multiple FieldSets in few clicks.

Few Simple Steps to export multiple FieldSets in few clicks

1. Open the BOFC Home > Click "Export FieldSets"

2. It will open below screen to export FieldSets. Select the type of operation as "Export multiple FieldSets" option in radio button.

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

4. Select the single or multiple FieldSets. Once ready, click on "Export FieldSets" button to initiate the process.

5. Once the "Export FieldSet(s)" buttons is clicked, it will download the excel with all the information for the selected FieldSets

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 multiple FieldSets in same org (or from any external source org) in few clicks?

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

"Can we Clone multiple FieldSets for single or multiple objects in single click?"

Answer is BIG NO. Salesforce standard FieldSets 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 FieldSet 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 clone multiple FieldSets of same org (or from any external salesforce org) in few clicks.

Few simple steps to clone multiple FieldSets in few clicks

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

2. It will open below screen to Clone FieldSets. Select the type of operation as "Clone multiple FieldSets" option in radio button.

3. Select the source org from which FieldSets needs to be cloned. In case source org is not available in drop down, kindly click on "Manage Org Details" to add new source org. 

Once source org is selected, it will display the list of source objects. Select single or multiple source objects. Once ready, click "Fetch FieldSets(s)" button to initiate the process to fetch all the existing FieldSets of selected objects.

4. Select the single or multiple FieldSets. Once ready, click on "Clone FieldSets" button to initiate the process.

5. Once the "Clone FieldSet(s)" buttons is clicked, it will open a popup with some fields to fill. Once the information is filled, click on "Click here to clone in current org" button.

and here is the result:

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 send the sign request for any vouchers type in Tally using KAiZEN in few clicks?

KAiZEN is a secure and efficient electronic signature tool that streamlines document signing processes. It eliminates the hassle of printing, scanning, and mailing, saving you valuable time and money. With KAiZEN, you can accelerate approvals and improve overall efficiency.

KAiZEN introduces a secure installer plugin to integrate KAiZEN with Tally, an accounting solution. User can easily sign any tally voucher type with KAiZEN in few simple steps. 

KAiZEN offers multiple features to make eSigning easy and efficient, including:

• Ability to sign any voucher types supported in Tally.

• KAiZEN installer is installed on machine on which tally is configured.

• User can send eSign request to single or multiple customers in single request.

• Customer can sign documents in multiple ways like manual draw, upload sign, auto-generate with name initials.

• The signed document has secure and verified signature.

• Easy to install and use with user-friendly interface

Step-by-Step guide on how to send the sign request for any voucher in Tally

        Assumption:

• User has configured the settings in the KAiZEN to configure voucher settings. 
• User has configured the "sales" voucher type to show/ask the user before it sends for eSigning.

Step 1: Open the Tally application

Step 2: Create an accounting voucher of any type in tally and press enter command to "create". eg: below is reference to sales voucher

Step 3: Before the voucher is saved in Tally, it will show a popup to confirm if user want to send the voucher for eSigning

Step 4: Once "Yes" is clicked, it will send an email for the user to do the eSigning.

Step 5: Before the voucher is signed, the signing status for the voucher will be "Open"

            Assuming the user has completed the eSigning. Tally user / Admin can open this page and select the               

            voucher and click on "Check for Status" to refresh the status of the voucher.

Step 6: Once the "Check for Status" is clicked, it will check the if the signer has signed the document or not. If signed, it will download and save the signed voucher document in the Tally. Also, tally user can view the signed copy by clicking the button "Open Signed PDF"

It will also change the status to "Signed"

Here is the final signed copy of the voucher with verified signature.

How to download and install the KAiZEN Tally installer in few clicks?

KAiZEN is a secure and efficient electronic signature tool that streamlines document signing processes. It eliminates the hassle of printing, scanning, and mailing, saving you valuable time and money. With KAiZEN, you can accelerate approvals and improve overall efficiency.

KAiZEN introduces a secure installer plugin to integrate KAiZEN with Tally, an accounting solution. User can easily sign any tally voucher type with KAiZEN in few simple steps. 

KAiZEN offers multiple features to make eSigning easy and efficient, including:

• Ability to sign any voucher types supported in Tally.

• KAiZEN installer is installed on machine on which tally is configured.

• User can send eSign request to single or multiple customers in single request.

• Customer can sign documents in multiple ways like manual draw, upload sign, auto-generate with name initials.

• The signed document has secure and verified signature.

• Easy to install and use with user-friendly interface

Step-by-Step guide on how to install the KAiZEN Tally installer:

Step 1.  Download the KAiZEN Tally installer from the below link (Skip this step and jump to step 2, if the installer is already downloaded) Click here to download

Step 2.  Once the installer is downloaded, double click on the .exe file and it will display below screen and click next.

  

Step 3. On next screen, review and accept the "License Agreement" and click next

Step 4. On next screen, select the folder/directory in which tally is installed and click next

Step 5. Finally we are on the last step, click on the install button

       and here comes the completion screen. Click Finish and we are done with installation part.

Step 6. Open the Tally application

       Press "F1" to open Help and select the "TDLs & AddOns" option

        It will open the TDLs configuration page, where user needs to perform two actions:

        a. Mark the "Load the selected TDL files on startup" as "Yes"

        
        b. Select the .tcp file with name as "Tally Integration.tcp", which can we found at the folder path on which installer              was installed

Step 7. Press "G" to open below screen, where it will show the KAiZEN under utilities

Post install configuration for the KAiZEN Tally installer:

    

Once the installer is installed successfully and KAiZEN is visible under the Utilities, user needs to configure the KAiZEN settings before it can be operational.

Step 1: Select KAiZEN under the utilities and click enter and it will show below screen with four settings. Let's go through these settings one by one.

KAiZEN Settings:

• Authorisation: User needs to enter the activation / API token received from the KAiZEN team. Incase, you don't have it, please reach "sales@ayansoftwares.com" for more details.

• Default Configuration: In KAiZEN, every sign request will have a sender, who send the document to its customer or user for eSigning. So in order to configure the default sender for the every request, KAiZEN has the option for "Default configuration" where Tally admin can configure the sender details. In case tally admin, wants to configure sender details for each user, please check the next settings option.

• User management: Under the user management, tally admin can define the name, email and mobile for each users which will be used as "sender" information. In case the if any user information is not configured, the KAiZEN will use the details configured in "Default Configuration"

• Voucher Type Configuration: Under this settings, tally admin can configure which voucher types will send for the document for eSigning. Also, tally admin can configure if tally should show a confirmation box before sending the document for eSigning.

Finally once all these steps are performed, we are ready to use the KAiZEN with tally and send the documents for eSigning in few simple steps.

Check our next blog on "How to send a sales voucher for eSigning via Tally using KAiZEN?