Posts

Bulk View or Setup Salesforce Field Permissions

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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....

Salesforce Package Builder

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Problem Statement How to interactively build package.xml and download Package.zip for any type of metadata component without worrying about the API names and its formats? Currently there is no easy way to interactively select the components on the screen and download its package.xml or package.zip package for easy deployments or backups. The other alternatives needs either installation of a AppExchange software to your org or needs good skills and expertise on how to build and retrieve a package.xml (correct format) from Salesforce using different tools like And Migration Tool , Workbench or Visual Studio Code editor. Solution Here are the steps to interactively build package.xml and download package.zip 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Package Explorer' in the Home tab. 3. Select a component type e.g. 'ApexClass' 4. Then select all the components you want to add in your package.xml and click on 'Add to Package...