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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 ...

Problem Statement How can I compare Tow Salesforce Orgs to find out missing components in source or target org ? Solution 1. Login to https://www.packmagix.com using your Salesforce source Org credentials. 2. Go to 'Settings' -> 'Connections' and click on 'Add Connection' button. 3. Give target Org a alias name (e.g. QA) then click on 'Validate Org' to validate the Org using Salesforce. 4. Go to 'Home' tab -> 'Org Comparator' menu item. 5. Select the source Org as Default and target Org as the recently added Org (e.g. QA) to compare. 6. Select the 'Component Type' to compare in 2 Orgs. (e.g. Layout) 7. Click on 'Compare' button to generate the metadata differences in 2 selected Orgs. 8. After processing you can see 3 sections in results namely 'Components Only in Source Org' , 'Components Only in Target Org' and 'Compare Both Org Components by Last Modified'. 9. You can filter the results in e...

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....

Problem Statement How to instantly compare User / System permissions quickly for multiple Profiles or Permission Sets on a single screen ? Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Perms Comparator' menu item in the Home tab. 3. Select and 'Add to Package' the multiple Profiles, Permission Sets you want to compare permissions of. 4. Click on 'Compare Perms' button. Wait for a minute or 2 for results to appear depending on size of your Org. 5. Comparison for user / system permissions (e.g. api enabled permission etc.) will be displayed on the screen for selected Personas. 6. Select 'Show Only Differences' to see only rows with different permissions. 8. You can also filter the results on all rows using Quick Find box. 9. Click on 'Download as CSV' button in each section to download the user permissions in a CSV file for documentation purposes.

Hi, Did you ever wanted to find all users that got a given permission (e.g. Delete Accounts)? If yes, Here is an article explaining how you can find all users assigned by a given permission.  Salesforce does not provide any automatic way to find out all users who are assigned to a specific permission. You have to navigate to all permission sets with the given permission (e.g. Delete Account) and then manually find the users by checking the users assigned to each of the permission set with that permission. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on ' Users Assigned by Perm ' menu item in the Home tab. 3. Select the permission ( System Permission / Object Permission / Field Permission ) by which you want to find users. 4. Click on ' Get Users Assigned ' button. 5. All the Users Assigned with the given permission will be displayed on the screen. 6. All the Personas (Profile / Permission Set / Permission Set Group) will ...

Problem Statement Hi, Did you ever wanted to view all permissions for a given Salesforce Profile or a Permission Set or a Permission Set Group without navigating to different tabs in Salesforce ? Here is an article explaining how you can see all permissions of a Profile, Permission Set or a Permission Set Group on a single screen. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on ' Perms Analyzer by Persona ' menu item in the Home tab. 3. Search and add a single persona Profile, Permission Set or Permission Set Group you want to check permissions of. 4. Click on ' View Persona Perms ' button. 5. All the permissions including users assigned, system / user permissions, object level security and field level security will be displayed on the screen. 6. You can also filter the permissions by the permission name, profile, permission set or permission set group name using Quick Find box. 7. Click on ' Download as CSV ' button...

Hi, Did you ever wondered what are collective permissions a Salesforce user has got from different permission sets he is assigned with ? If yes, here is a detailed information on how to check all combined permissions a user has got including all assigned permission sets and permission set groups. Solution 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on ' Perms Analyzer by User ' menu item in the Home tab. 3. Search and add a single user you want to check for permissions using his/her name or email.  4. Click on ' View User Perms ' button. 5. All the user permissions including system / user permissions, object level security and field level security will be displayed on the screen. 6. You can also filter the permissions by the permission name, profile, permission set or permission set group name using Quick find box. 7. Click on ' Download as CSV ' button in each section to download the user permissions in a CSV file for docum...

Problem Statement How to assign multiple public groups to multiple users on a single screen? As an admin you may get a request to on-board few new users. Depending on the personas the users being added they may also need to be added to different set of public groups.  Salesforce does not provide a way to mass assign multiple users to different public groups on a single screen. Salesforce would allow only 1 user to be added to given public groups at a given time. Solution Here are the steps to interactively select the users and assign them to multiple public groups on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Group Assigner' menu item in the Home tab. 3. Search and add users you want to on-board using their name or email.  4. Click on 'View / Edit Group Assignments' button. 5. Existing Public Group assignments for given users will be displayed on the screen. 6. Change the Assigned permission (checkbox) for any ...

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....

Problem Statement How to assign multiple permission set / permission set groups to multiple users being on-boarded? A Salesforce Administrator may get request to on-board a set of users to different Permission Sets. Salesforce does not provide any way to add multiple users to multiple permissions sets on a single screen. Therefore the Admin would need to add each individual user to given Permission Sets one by one which will in-run increase the time to on-board new users. Solution Here are the steps to interactively select the users and assign them to multiple permission set / permission set groups on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'User Permissioner' menu item in the Home tab. 3. Search and add users you want to on-board using their name or email.  4. Click on 'View / Edit Perms' button. 5. Existing User Permissions will be displayed on the screen. 6. Change the Assigned permission (checkbox) for an...

Problem Statement How to setup OLS (Object Level Security) for new custom objects for multiple Profiles / Permission Sets on a single screen instead of navigating to Object Settings section of each Profile / Permission Set? Solution Here are the steps to interactively select and setup FLS for multiple Profiles / Permission Sets on a single screen. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on 'Object Level Security' in the Home tab. 3. Then select all the custom objects (e.g. 'Account' and 'Case') for which you want setup OLS and click on 'Add to Package' button.  4. Click on 'View / Edit Perms' button. 5. Existing Object Permissions (OLS) settings will be displayed on the screen. 6. Change the Read (R) / Create (C) / Edit (E) / Delete (D) / ViewAllRecords (VA) / ModifyAllRecords (MA) permissions for any Profile / Permission Set for all the fields on single screen. 7. Click on 'Save Perms' button to ...