Export Workflow Rules to a CSV file

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 Workflow Rules menu item in the Home tab.

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

4. Click on Get Workflow Rules button and wait for a minute or 2 for results to appear on the screen.

5. Workflow Rules metadata available for selected objects will be displayed on the screen. Note that some objects may not have workflow rules defined in your Org.

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 workflow rules in a CSV file for documentation purpose.