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Hi, Did you ever wanted to export List Views' metadata for documentation purposes ? Or, wanted to view all List Views for a given Salesforce Object ? In standard Salesforce way you could navigate to the App -> Object tab (e.g. Accounts) -> Select the list view to view with all columns (e.g. All Accounts). You can check other information about selected list view by clicking op respective buttons like Show Filters etc. You can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of their Object tabs and click each and every list view to check what it contains. Solution Here are the steps how you can easily export List Views metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export List Views  menu item in the Home tab. 3. Select multiple Objects you want to export Validation Rules for and click on ...

  Hi, Did you ever wanted to export all validation rules' metadata for documentation purposes ? Or, wanted to view all validation rules for a given Salesforce Object ? In standard Salesforce way you could navigate to  Setup  -> Object Manager -> select the Object (e.g. Account) . Then click on  Validation Rules  in the left sidde menu. This will show you all validation rules for the selected Object. However, this view has limited information about the validation rules metadata. Also, you can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of them and click each and every validation rule to check what it is doing. Solution Here are the steps how you can easily export Validation Rules metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export Validation Rules  menu item in the Hom...

Hi, Did you ever wanted to export all workflow rules' metadata for documentation purposes ? Or, wanted to view all workflow rules for a given Salesforce Object ? In standard Salesforce way you could navigate to Setup -> Quick find Workflow Rules . Then select All Workflow Rules in the list view drop down. This will show you all workflow rules for all Salesforce Objects. It becomes quite difficult to find right workflow rule if you have 100s of Workflow Rules and 100s of Custom Object in your Salesforce Org. You can create a list view per Object to categorize and show only that Object's workflow rules in Salesforce. However, it may not be feasible if you have 100s of custom objects. Also, there is no option to export the workflow rules directly from Salesforce to a CSV or Excel file. Solution Here are the steps how you can export Workflow Rules for selected Objects to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on Export Wo...

Hi, Currently there is no easy way to compare all permissions of Salesforce Profiles and Permission Sets. There is no option provided by Salesforce to compare all of the permissions.  Typically you would want to compare Profiles and Permission Sets for following 20 permissions. Application Visibilities Category Group Visibilities Class Accesses Custom Metadata Accesses Custom Permissions Custom Setting Accesses External Data Source Accesses Field Permissions Flow Accesses Layout Assignments Login Flows Login Hours Login IP Ranges Object Permissions Page Accesses Profile Action Overrides Record Type Visibilities Tab Visibilities User Licenses User Permissions Solution Here are 9 easy steps how you can compare Profiles and Permission Sets with all of its permissions (e.g. App Visibility / Record Type Visibility / Tab Visibility / User Permission / Object Permission / Field Permission) for selected Profiles and Permission Sets. This is the best Salesforce Profile Comparison Tool ever ...