Posts

Showing posts with the label Import

Custom Settings Loader

Image
  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...

Bulk Create or Import Multiple Custom Fields

Image
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 ...