Salesforce Anytime

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...

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....

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....