Salesforce Anytime

  Hi, Did you ever wanted to export Flows' metadata for documentation purposes or viewing all the steps included in given Flows?  In standard Salesforce way you could navigate to the Setup -> Flows -> Select the Flow to view with all steps in it.  However, you can not export this information to a CSV or an Excel file for easier search on multiple Flows. If you have multiple Flows then you need to go to each of them and click each and every step associated with it to check what fields they contain. Solution Here are the steps how you can easily export all metadata for selected Flows to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on  Export Flows Metadata  menu item in the Home tab. 3. Select multiple Flows for which you want to export their metadata including their steps and click on  Add Rows  button.  4. Click on  Get Flows Metadata  button and wait for a minute or two for results ...

  Hi, Did you ever wanted to export Page Layouts' metadata for documentation purposes or viewing all the fields included in given page layouts?  In standard Salesforce way you could navigate to the Setup -> Object Manager tab (e.g. Accounts) -> Pae Layouts -> Select the Page Layout to view with all fields in it.  However, you can not export this information to a CSV or an Excel file for easier search on multiple page layouts. If you have multiple Salesforce Objects then you need to go to each of their Object tabs and click each and every Page Layout associated with it to check what fields it contains. Solution Here are the steps how you can easily export selected Page Layouts metadata for selected Objects to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on Export Page Layouts menu item in the Home tab. 3. Select multiple Page Layouts for which you want to export their metadata including fields and click on Add Rows...