Showing posts with label export multiple objects. Show all posts
Showing posts with label export multiple objects. Show all posts

Wednesday, 29 May 2019

How to "Export Multiple Workflow Rules" of multiple objects in few clicks in salesforce?

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

Benefits of using BOFC Application for Exporting Workflow rules:
1. Works for both Standard and Custom Object rules
2. Perform any action on (Single or Multiple) workflow 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 Export Workflow Rules in salesforce

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

2. It will open below screen for Workflows


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

Above image has many features (each number has its description as below):
  1. Select the type of operation as Export from the dropdown.
  2. User can Select single or multiple objects from the dropdown
  3.  User Can Select the Type of Actions in includes in Workflow rules.
  4. Click on Download Validation Rules Button to export workflow  rules.
4. Once Download Validation Rules Button is clicked, it will download all the rules for selected object in xls file and once sheet Is opened it looks as per  below image:




For more details, refer official webpage of this application

Saturday, 23 February 2019

Installation Process - How to install Bulk Object field Creator (BOFC) application in any salesforce org?


Few Simple Steps to Install BOFC Application in Salesforce


1. Open Google on any of your browser & Search "BOFC + Appexchange"





2. It will open below screen & click on highlighted link



3. It will open AppExchange page of BOFC. Now click on "Get It Now"



4. Choose if you would like to login on Appexchange with salesforce credentials or do you want to create a new account. User can login with any developer account details. Click Log In (if you have details) and enter your login details.


5. On Successful login, it will ask whether we need to install package in Sandbox or Production (or developer) instance



6. Once a blue button is clicked on above screen, it will ask you for final confirmation to install and will land to Salesforce login page of the org in which BOFC Application needs to be installed.





7. On Successful login to salesforce, it will show below screen


8. Click "Install" button and it will show a popup


These are salesforce login urls for sandbox or production (which are required when metadata api's are required to be hit, depending upon user sandbox or production)

Check the highlighted box and click "Continue" and wait for application to be installed



On successful installation, salesforce will send an email to logged-in user for successful installation.


Friday, 22 February 2019

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