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Showing posts with the label Metadata

Download Change Set or Package

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Hi, Did you ever wanted to download a Change Set or an unman aged Package from your Salesforce Org ? If yes, this article is for you. Here is an easier way to quickly download Change Set and retrieve its package.xml or package.zip with given Change Set / Package name.  Solution 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on ' Export Change Set ' menu item in the Home tab. 3. Enter a correct ' Change Set / Package Name' from your Salesforce Org.  4. Click on ' Get Change Set / Package' button and wait for it to retrieve its package.xml details. 5. Once it finishes retrieving the Change Set / Package details it will display the package.xml details on your screen. 6. Click on ' Download as package.xml' button the dowload package.xml of the Change Set or Package. 7. Click on ' Download as package.zip' button to retrieve package.zip of the Change Set or Package. 9. Click on ' Download as CSV ' button...

Salesforce Metadata Locator

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  Hi, Did you ever get frustrated while finding a Salesforce Metadata component like Apex Class, a Profile or a Permission Set in your Salesforce org ? If yes, this article is for you. Here is an easy way how you can quickly find Salesforce Metadata Component just by selecting a component type and then clicking on View In SF link.  Solution 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on ' Metadata Locator ' menu item in the Home tab. 3. Select a Metadata Type to find in Salesforce org. e.g. Apex Class 4. Once it displays the list of components e.g. Apex Classes you can quickly find the component by searching it in Quick Find box. 5. Click on View in SF link to open the component in your Salesforce org.

Salesforce Metadata Dependencies

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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...

Salesforce Metadata Search

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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...