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Hi, Did you ever wanted to export List Views' metadata for documentation purposes ? Or, wanted to view all List Views for a given Salesforce Object ? In standard Salesforce way you could navigate to the App -> Object tab (e.g. Accounts) -> Select the list view to view with all columns (e.g. All Accounts). You can check other information about selected list view by clicking op respective buttons like Show Filters etc. You can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of their Object tabs and click each and every list view to check what it contains. Solution Here are the steps how you can easily export List Views metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export List Views  menu item in the Home tab. 3. Select multiple Objects you want to export Validation Rules for and click on ...

  Hi, Did you ever wanted to export all validation rules' metadata for documentation purposes ? Or, wanted to view all validation rules for a given Salesforce Object ? In standard Salesforce way you could navigate to  Setup  -> Object Manager -> select the Object (e.g. Account) . Then click on  Validation Rules  in the left sidde menu. This will show you all validation rules for the selected Object. However, this view has limited information about the validation rules metadata. Also, you can not export this information to a CSV or an Excel file. If you have multiple Salesforce Objects then you need to go to each of them and click each and every validation rule to check what it is doing. Solution Here are the steps how you can easily export Validation Rules metadata for selected Objects to a CSV file. 1. Login to  https://www.packmagix.com  using your Salesforce credentials. 2. Click on  Export Validation Rules  menu item in the Hom...

Hi, Did you ever wanted to export all workflow rules' metadata for documentation purposes ? Or, wanted to view all workflow rules for a given Salesforce Object ? In standard Salesforce way you could navigate to Setup -> Quick find Workflow Rules . Then select All Workflow Rules in the list view drop down. This will show you all workflow rules for all Salesforce Objects. It becomes quite difficult to find right workflow rule if you have 100s of Workflow Rules and 100s of Custom Object in your Salesforce Org. You can create a list view per Object to categorize and show only that Object's workflow rules in Salesforce. However, it may not be feasible if you have 100s of custom objects. Also, there is no option to export the workflow rules directly from Salesforce to a CSV or Excel file. Solution Here are the steps how you can export Workflow Rules for selected Objects to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on Export Wo...

Hi, Currently there is no easy way to compare all permissions of Salesforce Profiles and Permission Sets. There is no option provided by Salesforce to compare all of the permissions.  Typically you would want to compare Profiles and Permission Sets for following 20 permissions. Application Visibilities Category Group Visibilities Class Accesses Custom Metadata Accesses Custom Permissions Custom Setting Accesses External Data Source Accesses Field Permissions Flow Accesses Layout Assignments Login Flows Login Hours Login IP Ranges Object Permissions Page Accesses Profile Action Overrides Record Type Visibilities Tab Visibilities User Licenses User Permissions Solution Here are 9 easy steps how you can compare Profiles and Permission Sets with all of its permissions (e.g. App Visibility / Record Type Visibility / Tab Visibility / User Permission / Object Permission / Field Permission) for selected Profiles and Permission Sets. This is the best Salesforce Profile Comparison Tool ever ...

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 ...