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  Hi, Did you ever wanted to where is a Salesforce Metadata component used? If yes, this article is for you. Here is an easy way how you can quickly find Salesforce Metadata Dependencies by selecting the components you want to check. For example you can select Custom Fields on an Custom Object to find out where they are used. Solution 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on ' Metadata Dependencies (Beta) ' menu item in the Home tab. 3. Select a Metadata Type to find dependencies of. Example  Custom Fields   Select an Object Name (e.g. Shipment__c) for which you want to select Custom Fields. Select all fields you want to find out where they are used and click on Add Rows button. 4.  Click on  Get Dependencies  button and wait for the results to appear on the screen.  5. You can optionally export the results using Download as CSV button and open in Excel to review.. Note: Salesforce Metadata Depe...

Hi, Did you ever wanted to search a keyword in Salesforce Metadata? If yes, this article is for you. There are already various tools available for performing Metadata Search on Salesforce metadata. For example Metadata Search tool in Salesforce AppExchange. However, in this article I am going to show you an option which does not need any kind of installation. Which makes it easy and ready to use at any time. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on ' Metadata Search ' menu item in the Home tab. 3. Select a Metadata Type to be searched upon. Example Apex Classes .  Enter search keywords in the Search Keywords table. Add new search keyword by clicking on Add Keyword button. 4.  Click on Search Metadata button and wait for the results to appear on the screen. If your Org has large number of metadata components then the results will show the progress of results on the screen. 5. You can also see the Metadata Components being...

  Hi, Did you ever wanted to convert a Profile to a Permission Set in your Salesforce Org? If yes, this article is for you. There is already an AppExchange package 'User Access and Permissions Assistant'  by Salesforce which allows you do to convert a Profile to a Permission Set. However, at the time of writing this blog it does not support conversion of Salesforce Platform licence profiles. The managed package supports only User Permissions,  Object and Field Permissions. Please find below solution to convert all types of profiles with all types of permissions to a permission set. PackMagix copies Application Access, Apex Class Access, Custom Permission Access, Field Permissions, Flow Permissions, Object Permissions, Record Type Access, and Tab Access permissions to the new Permission Set. Once new permission Set is created you can edit it to remove unwanted permissions. This will help you to convert any Profile to Permission Set as Salesforce has declared end of life of...