Custom Settings Loader

 

Hi,

Did you ever wondered how to bulk Import Custom Settings records ? Or did you ever wanted to bulk Export Custom Settings from your Salesforce Org? If yes, please read this article.

Currently you can Import or Export Custom Settings records to / from your Salesforce Org using tools like Apex Data Loader or Workbench. However, here is a solution that clearly lists down all custom settings names in your Org without your need to search and find the actual api names for those custom settings. The Salesforce Custom Settings and Custom Objects both have common '__c' extension. Therefore, sometimes it becomes difficult to clearly identify which is what.. 

Solution

1. Login to https://www.packmagix.com using your Salesforce credentials.

2. Click on 'Custom Settings Loader' menu item in the Home tab.

3. Select a Custom Setting you want to Import or Export records for. Once you select a Custom Settings name it should display its existing records in few seconds on your screen.

4. You can Export Custom Settings records displayed on screen by using Download as CSV button and open it in Excel.

5. You can Update only selected Custom Settings records by selection records that you want to update and click on Update Selected Records button. Then click on Update Records button after you finished updating the records on screen. It should display a confirmation message on screen with records processed and failed.

6. You can Delete only selected Custom Settings records by selection records that you want to delete and click on Delete Selected Records button. Then click on Delete Records button again to confirm deletion on the records on screen. It should display a confirmation message on screen with records processed and failed.

If you click Back button you will see that the selected records are deleted now.

7. You can Insert multiple Custom Settings records by clicking on Create Custom Settings Records button using a CSV file or edit them on the screen. 

Click on Upload from CSV button to upload the records from a CSV file you prepared from the template downloaded using Download CSV Template button.

Optionally you can add additional rows using Add Row button and remove selected rows using Remove Rows button.

Once you verify the records on screen are correct then click on Create Records button to insert new records in the Custom Setting.

It should display a confirmation message on screen with records processed and failed.

If you click Back button twice you will see that the selected records are deleted now.