Salesforce Anytime

  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 record...

  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...

Hi, Did you ever wanted to export List Views' metadata for documentation purposes ? Or, wanted to view all List Views for a given Salesforce Object ? In standard Salesforce way you could navigate to the App -> Object tab (e.g. Accounts) -> Select the list view to view with all columns (e.g. All Accounts). You can check other information about selected list view by clicking op respective buttons like Show Filters etc. You can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of their Object tabs and click each and every list view to check what it contains. Solution Here are the steps how you can easily export List Views metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export List Views  menu item in the Home tab. 3. Select multiple Objects you want to export Validation Rules for and click on ...

  Hi, Did you ever wanted to export all validation rules' metadata for documentation purposes ? Or, wanted to view all validation rules for a given Salesforce Object ? In standard Salesforce way you could navigate to  Setup  -> Object Manager -> select the Object (e.g. Account) . Then click on  Validation Rules  in the left sidde menu. This will show you all validation rules for the selected Object. However, this view has limited information about the validation rules metadata. Also, you can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of them and click each and every validation rule to check what it is doing. Solution Here are the steps how you can easily export Validation Rules metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export Validation Rules  menu item in the Hom...

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 Wo...

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 get a question how to build an SOQL query for an Object dynamically by selecting the fields on screen and export the results to a CSV file ? If yes, there are few ways you can export your data without any hassle. You can use Salesforce Workbench online tool or Salesforce Inspector chrome plugin for this purpose. However, if you want a more flexible and dynamic way for selective object fields with additional filters then you can use below solution for this. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Data Export' menu item in the Home tab. 3. Select the Object Name. e.g. Account for running SOQL query. 4. Select and 'Add to Fields' the fields you want in your data export report. 5. Edit the SOQL Fields list if any changes needed. Add any reference object fields manually e.g. Parent.Name / Lookup__r.CustomField__c. 6. Update LIMIT (default 200) if needed. 6. Add any WHERE , GROUP BY clauses if applicable....