How to update "Multiple Validation Rules" for multiple objects in few clicks in salesforce?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to Update multiple validation rules for multiple objects (for any Standard or Custom Object)

Validation updates includes: 

- Changing Rule Error Condition, Error message, Description, Error field for multiple rules.

- Changing Rule status from Active to Inactive or vice-versa for multiple rules.

Benefits of using BOFC Application for Updating Validation rules:

1. Works for both Standard and Custom Object rules.

2. Perform any action on (Single or Multiple) validation rules.
3. Perform any action on rules of (Single or multiple) objects at same time.
4. Easy to use with few clicks.

5. Saves ample amount of time of doing manual work.

Few Simple Steps to Update Validation Rules in salesforce

1. Open the BOFC Home > Click "Bulk Create ,Update, Delete & Export Validation Rules".

2. It will open below screen for validation rules.

3. Select the "Type of Operation as Update" from the dropdown and screen looks like below image:-

4. Once "Fetch Existing Rules" is clicked, it will fetch all the validation rules for selected object

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

1. User can update rule as active or inactive, Description, error message and Error fields.
2. User can select the checkbox in-front of each row to update validation rules.
3. Click on "Update Rules" Button to update all the selected rules. 

5. Once the process gets completed, it will share the Status in Green. Validation Rule updated successfully and Screen looks like below image.

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 Compare Objects across multiple salesforce orgs in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to "Compare Objects" of same or different salesforce orgs and export results in XLS.

- For a developer, it will be a tedious and time taking job. User would have to open each salesforce org and verify all the 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 Bulk Object Field Creator (BOFC) App user can easily "Compare Objects" within same or different Salesforce org in few clicks.

Benefits of using BOFC Application for Comparing Objects:

1. User can compare any kind of objects (Standard or Custom)

2. User can compare objects within same or different orgs. For eg: Sandbox to Sandbox, or Production to Sandbox
3. Easy to use with few clicks

4. Saves ample amount of time of doing manual work

Few Simple Steps to "Compare Objects" across multiple orgs

1. Open the BOFC Home > Click "Compare Objects and Fields"

2. It will open below screen for "Compare Objects" page

User can add any environment or organisation details by clicking on "Manage Environment" button, otherwise goto next step 3.

Once "Manage Org details" is clicked, then click on "New Environment" button to add a details for new environment.

Add details for new org and Save it (Click ? infront of each field for any help)

Once details are added and saved, then close this "Manage Environment" popup and it will show the new connection added in the table. Perform same action for all the orgs for which objects need to be compared.

3. Select Object Name and choose two environments or orgs from the connection list.

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

1. User can select the object name which needs to be compared from dropdown
2. In case the object name is not available in point 1, user can manually type the object API name to compare.
3. User can select the display type. Whether they need to Show Everything, or Show Differences, or Show Similarities.
4. User can choose two environments or orgs from the connection list which needs to be compared
5. Once all four points are done, then user can click on "Compare Objects" to check the results.

4. Once Compare Objects is clicked, it will display the results as shown in below image.

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 explore Salesforce Limits (used, remaining or max) for Multiple Objects in single xls sheet in Salesforce in few clicks?

IDEA:  For any Salesforce Admin or developer, there is a requirement to View or Export Salesforce Limits (used, remaining or max) for multiple objects (Custom or Standard Object) in xls. 

For eg: 

• How many Custom fields are created on an Object?
• What is the maximum number of Custom Fields which can be created on an Object?
• What is the maximum number of Relationship Fields which can be created on an Object?
• How many Validation rules are active on an Object?
• What is the maximum number of Workflow Rules which can be created on an Object?
• How many Approval Processes are active on an Object?
• and many more 

It would be tedious job to open each object one by one using Salesforce Standard process and make a count of every item.

These type of work requests would take much more effort and time, so one of the best option to overcome this situation is by using an appexchange app called Salesforce Bulk Object Field Creator (BOFC)

Major Features includes:

1. Usage and Limitation for Multiple Objects can be extracted in single click
2. Supports both Standard and Custom Objects
3. Easy, Simple, Clickable process to export objects.
4. It can explore limits which includes (Limits Used, Limits Remaining and Maximum Limit) for:

•  No of CustomFields
•  No of Custom Relationship Fields
•  No of Active Workflow Rules
•  No of Total Workflow Rules
•  No of Active Validation Rules
•  No of Active Lookup Filters
•  No of Approval Processes
•  No of Sharing Rules (Criteria-based Only)
•  No of Rollup Summary Fields
•  No of Sharing Rules (Both Owner- and Criteria-based)
•  No of VLOOKUP Functions

Few Simple Steps to Export Multiple Objects in salesforce

1. Open the BOFC Home > Click "Explore Usage & Limitation for multiple Objects"

2. It will open below screen

3. User can choose different actions on below highlighted image (each number has its description as below):

1. Select single or multiple objects from the drop down. For ex:  Selected Objects: Asset, Case, Campaign, Case Test
2. Select what type of limits needs to exported (for eg: Custom fields, Workflow Rules, etc)
3. Select "org to explore" option to select the org for which limits need to be checked. If org is not available in dropdown, it can be easily added using "Manage Org details button".

Once "Manage Org details" is clicked, then click on "New Environment" button to add a details for current org.

Add details for current environment and Save it (Click ? infront of each field for any help)

Once details are added and saved, then close this "Manage Environment" popup.

4. Click "Click to Initiate" button to view data for all the selected objects with all the selected details.           

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 FIND Field visibility report on multiple Page Layouts for multiple Objects in single click?

Idea

I am Thankful to one of my BOFC user "Barbara" who has shared this below request:

"Is there a way to add onto a report or excel whether or not a field is currently active on a page layout (and if yes, which page layout)? This is something that’s always been a pain point to keep track of."

This is a time-consuming and a monotonous job for Salesforce developers and admin to manually open each layout for each object and create a report for it.

Solution

Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you overcome the above situation. BOFC can easily create a matrix report of field usage for multiple objects for multiple layouts in single click. Refer this image for quick look:

BOFC application can easy export fields which visible or not in single click on multiple layouts. This would help users to save time, reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use. 

Major Features includes:

• Usage report can be extracted for multiple layouts in single click
• Usage report can be extracted for multiple objects in single click
• This features works for both Standard and Custom Objects
• Usage report shows data for multiple objects in form of multiple tabs (one for each tab) in single xls sheet

Steps to export matrix report in single click:

1. Goto BOFC Application and click "Export Field Usage Matrix" link as highlighted in below image

2. It will open this below page

3. Select single or multiple objects and select "Export Field Usage" radio button. Once selected click on "Fetch Layouts. It will display below screen with all the Layouts for selected objects.

4. Select one or more layouts and click on "Click to Initiate Export"

     Kindly wait for status to change to "Completed".

5. Click "Download Matrix Report" link to extract matrix report for field usage for selected objects and selected layouts

Check out Appexchange Link for BOFC:

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000qDqqEAE

Check BOFC site for more details
https://www.bofc.io

How to "Clone object" (Standard or Custom) in salesforce in few clicks?

Requirement:
For any Salesforce Admin or developer, if there is a requirement to Clone Standard or Custom Object (with Object details, Custom fields, Validation rules, Record types)

- For a developer, Clone object in Salesforce is a tedious and time taking job. User would have to open and copy each field, validation rules, record types one by one for an object using Salesforce Standard process.  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 objects within same Salesforce org in few clicks.

Benefits of using BOFC Application for Cloning Object:

1. Clone source object properties to new object

2. Clone all custom fields of Primitive field types (like text, number, currency, checkbox etc)

3. Clone all custom fields of Relationship field types (like Lookup, Master-Child etc)

4. Clone all custom fields of Formula types.

5. Clone all validation rules

6. Clone all record types
7. Clone Field Permissions of Source Object Fields or user can assign new Field Permissions

8. User can clone Custom or Standard Objects

Few Simple Steps to Clone Object in salesforce

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

2. It will open below screen for BOFC Clone Object

3. Select the "Source object" from the drop down.

    For ex:  Source Object: Company

            Target Object : Test Object

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

1. Select Source Object
2. Enter details for Target object label and name
3. User can choose either one or multiple action(s):
1. Clone All custom fields except relationship and formula fields 
2. Clone All Relationship fields
3. Clone All Formula fields
4. Clone validation and record types
4. Field Permissions: 
1. Clone Field Permission of Source Object fields to new fields
2. Select new profiles for new fields
5. Button "Click here to initiate process" - On clicking this button, it will start process to clone all the selected actions to target object

4. Once "Click here to initiate process" button is clicked, it will add a new section on same page to share clone status against each action:

5. Click "Create" infront of each row one by one and wait for process to complete. Once all create are clicked, you are done with your object cloning.

6. Final Status in Green

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 Objects" in single xls sheet in Salesforce in few clicks?

IDEA:  For any Salesforce Admin or developer, there is a requirement to mass export multiple objects (Custom or Standard Object) in xls. It would be tedious job to copy and click each object one by one using Salesforce Standard process.  

These type of work requests would take more effort and time, so one of the best option to overcome this situation is by using the this appexchange tool called Salesforce Bulk Object Field Creator (BOFC)

Benefits of using BOFC Application for Export Objects?

1. Multiple Objects can be extracted in single click in single xls sheet
2. Supports both Standard and Custom Objects
3. Object Details, Standard and Custom Field details are extracted for multiple objects
4. Easy, Simple, Clickable process to export objects.

Few Simple Steps to Export Multiple Objects in salesforce

1. Open the BOFC Home > Click "Bulk Export Fields" or "Export Object & Fields for Multiple Objects"

2. It will open below screen for BOFC "Export Objects" screen

3. User can choose different actions on below image has many features (each number has its description as below):

1. Select single or multiple objects from the drop down. For ex:  Selected Objects: Asset, Case, Campaign, Case Test
2. Select what needs to exported (for eg: standard fields, custom fields, etc)
3. Select "Field Permissions" option to export field permission for all the standard or custom fields
4. If Field Permission is selected, then it is mandatory to choose Profiles using "Select Profile(s) option.
5. System Fields are the salesforce controlled fields which cannot be exported using normal way. This is a unique feature available in this tool.
6. Click "Click to Initiate Export" button to export xls file for all the selected objects with all the selected details. It will exports single xls (with multiple tabs, one tab for each object) for all the selected objects in Salesforce           

4. On clicking the export buttons, it will display a small section on the page. This section show the status of your export for multiple objects. Wait for couple of seconds, until status is changed to "Completed"

1. Status: Shows if process got completed or not
2. Total Object Selected: Shows no of object selected to export
3. Objects Processed: Shows no of object which are processed
4. Failure: Shows no of objects which got error out

5. Once status is "Completed", your file is ready for export. This below image has some number highlighted in [].

1. Download Complete Object Details: On clicking this link, it will download a xls file for all the selected objects. Each object is represented as a separate tab in xls. Each Tab will have complete detail of Object, Standard Fields, Custom Fields.
2. Download only Custom Fields: On clicking this link, it will download a xls file for all the selected objects. Each object is represented as a separate tab in xls. Each Tab will have only Custom Fields. This is used when user needs to take export and insert same fields in some other orgs.

For more details, refer official webpage of this application

https://www.salesforceBOFC.com

Below is the AppExchange URL for this application
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE