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Hi, How can I mass create or import multiple custom fields from a CSV file instead of creating them one by one in Salesforce ?  Currently there is no easy way provided by Salesforce to bulk create multiple custom fields on a single click. You will have to navigate to Create Field wizard in Salesforce multiple times for each new custom field.  Solution 1. Login to https://www.packmagix.com using your Salesforce source Org credentials. 2. Go to 'Home' tab -> 'Bulk Fields Creator' menu item. 3. Select a standard or custom Object for which you would like to bulk create fields. (e.g. Shipment__c a custom object). 4. All existing fields of the selected object (e.g Shipment__c) will be displayed. 5. Click on 'Create New Fields' button to bulk create or import fields. 6. Click on 'Download CSV Template' button to download a template for CSV import of fields. 7. Add multiple rows of fields to be created to the CSV template and save it in your local system for ...

Hi, Did you ever wanted to export all standard and custom fields metadata information for a given Object to a CSV file to build a Salesforce Data Dictionary? If yes, then this is right place for you. Many times a developer or admin may need to download a complete list of fields with its metadata like field name, description, size , type etc. for documentation or comparison purposes. However, Salesforce does not provide any way to directly export standard or custom object fields list to CSV to excel file.  Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Data Dictionary' menu item in the Home tab. 3. Select the Object Name. e.g. Account. 4. All standard and custom fields metadata information of the selected Object Account will be displayed on the screen. Note: You must have Field Level Security (FLS) access in order to view all custom fields of the selected Object. Please go to 'Home' tab -> 'Field Level Security' ...

Hi, Did you ever needed to bulk create , update or delete custom metadata records in Salesforce ?  At the time of writing this blog the Apex Data Loader or Workbench tools provided by Salesforce does not support mass import of Custom Metadata Records. If you have sfdx CLI expertise then you can use the command sfdx force:cmdt:record:insert to import Custom Metadata records from a CSV file. You could also download and install a package to your Org from Github as described in references. However, if you would like an easier way to upload multiple custom metadata records on a single click without any installation or commands to run then use the solution given below. Solution Note: You can use similar process to update   multiple custom metadata  records with a ' Update Record s ' button. Or to delete multiple custom metadata records using ' Delete Records ' button. Here are the steps to create multiple custom metadata records from a CSV file.  1. Login to https://www....

Problem Statement How to assign multiple permission set / permission set groups to multiple users being on-boarded? A Salesforce Administrator may get request to on-board a set of users to different Permission Sets. Salesforce does not provide any way to add multiple users to multiple permissions sets on a single screen. Therefore the Admin would need to add each individual user to given Permission Sets one by one which will in-run increase the time to on-board new users. Solution Here are the steps to interactively select the users and assign them to multiple permission set / permission set groups on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'User Permissioner' menu item in the Home tab. 3. Search and add users you want to on-board using their name or email.  4. Click on 'View / Edit Perms' button. 5. Existing User Permissions will be displayed on the screen. 6. Change the Assigned permission (checkbox) for an...

Problem Statement How to setup OLS (Object Level Security) for new custom objects for multiple Profiles / Permission Sets on a single screen instead of navigating to Object Settings section of each Profile / Permission Set? Solution Here are the steps to interactively select and setup FLS for multiple Profiles / Permission Sets on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Object Level Security' in the Home tab. 3. Then select all the custom objects (e.g. 'Account' and 'Case') for which you want setup OLS and click on 'Add to Package' button.  4. Click on 'View / Edit Perms' button. 5. Existing Object Permissions (OLS) settings will be displayed on the screen. 6. Change the Read (R) / Create (C) / Edit (E) / Delete (D) / ViewAllRecords (VA) / ModifyAllRecords (MA) permissions for any Profile / Permission Set for all the fields on single screen. 7. Click on 'Save Perms' button to ...

Problem Statement How to setup Field Permissions (Field Level Security) for new custom fields added for multiple Profiles / Permission Sets on a single screen instead of navigating to Object Settings - Field Permissions section of each Profile / Permission Set? Currently Salesforce does not provide any way to setup Field Permissions for multiple Profiles or multiple Permission Sets at a time. The Salesforce developer or admin has to to each individual profile or permission set to setup the Field Permissions separately which is time consuming and tedious to do. Solution Here are the steps to interactively select and setup Field Permissions for multiple Profiles or Permission Sets on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Field Level Security' in the Home tab. 3. Select an Object name e.g. 'Account' 4. Then select all the custom fields for which you want setup FLS and click on 'Add to Package' button....