Export Validation Rules to a CSV file

 

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 Home tab.

3. Select multiple Objects you want to export Validation Rules for and click on Add Rows button. 

4. Click on Get Validation Rules button and wait for a minute or two for results to appear on the screen.

5. Validation Rules metadata available for selected objects will be displayed on the screen. 

6. You can also filter the results on all rows using Quick Find box.

7. Click on Download as CSV button in each section to download the reults in a CSV file for documentation purpose.