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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...

  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.

  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...

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...

  Hi, Did you ever wanted to convert a Profile to a Permission Set in your Salesforce Org? If yes, this article is for you. There is already an AppExchange package 'User Access and Permissions Assistant'  by Salesforce which allows you do to convert a Profile to a Permission Set. However, at the time of writing this blog it does not support conversion of Salesforce Platform licence profiles. The managed package supports only User Permissions,  Object and Field Permissions. Please find below solution to convert all types of profiles with all types of permissions to a permission set. PackMagix copies Application Access, Apex Class Access, Custom Permission Access, Field Permissions, Flow Permissions, Object Permissions, Record Type Access, and Tab Access permissions to the new Permission Set. Once new permission Set is created you can edit it to remove unwanted permissions. This will help you to convert any Profile to Permission Set as Salesforce has declared end of life of...

  Hi, When I was working on inserting some records using Salesforce Workbench tool online, I received below error. Error: "Workbench almost exhausted all its memory after only processing 0 rows of data. When performing a large data load, it is recommended to use a zipped request for processing with the Bulk API. To do so, rename your CSV file to 'request.txt', zip it, and try uploading again to Workbench." Surprisingly the file I was using was not big enough that it would need to be split in to multiple files. It seems that this is another issue Workbench tool has discovered since last few weeks. Please find workaround solution to above error below. Solution: 1. Login to https://www. packmagix .com using your Salesforce credentials. 2. Click on  Data Insert  menu item in the  Home  tab for Data Insert operation. For other operations select other menu item as required. 3. Select a Salesforce Object you want to import . e.g. Account. 4. Default Mode of import is...

  Hi, I was trying to run an SOQL query in Salesforce Workbench and I got below error. Error: "UNKNOWN ERROR: read error on connection to ec2-34-194-152-137.compute-1.amazonaws.com:6379" There is no immediate resolution to this error provided by Salesforce yet. Solution: You can use Salesforce Inspector chrome extension if you have install rights on your computer and using Chrome as your primary browser. Please see below for a web solution similar to Workbench that can work in any browser. You can try workaround solution below if you are still unable to run an SOQL query on Workbench tool. 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 Salesforce Object you want to query on. e.g. Account. 4. Select the fields you want in SOQL query and click on Add to Fields button. 5. The selected fields should appear in SOQL Fields box below. Optionally you can add or remove fields in this box ma...

Hi, As of the Summer '22 release, the following Salesforce Platform API legacy versions have been deprecated and are no longer supported by Salesforce. You can continue to access these legacy API versions until Summer '23 is released, which is when these legacy versions will become retired and unavailable.  What is changing? SOAP: 21.0, 22.0, 23.0, 24.0, 25.0, 26.0, 27.0, 28.0, 29.0, 30.0 REST: v21.0, v22.0, v23.0, v24.0, v25.0, v26.0, v27.0, v28.0, v29.0, v30.0 Bulk: 21.0, 22.0, 23.0, 24.0, 25.0, 26.0, 27.0, 28.0, 29.0, 30.0 When versions 21.0 through 30.0 are retired , applications consuming these versions of the API will experience disruption as calls will fail and result in an error indicating that the requested endpoint is not found and unable to be processed by the platform.  Solution Event Log Files in Salesforce enables monitor all types of events that occur in Salesforce. e.g. Login, Logout, API calls made to Salesforce etc. If your Org is enabled for Event Monitori...

  Hi, Did you ever wanted to export Flows' metadata for documentation purposes or viewing all the steps included in given Flows?  In standard Salesforce way you could navigate to the Setup -> Flows -> Select the Flow to view with all steps in it.  However, you can not export this information to a CSV or an Excel file for easier search on multiple Flows. If you have multiple Flows then you need to go to each of them and click each and every step associated with it to check what fields they contain. Solution Here are the steps how you can easily export all metadata for selected Flows to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on  Export Flows Metadata  menu item in the Home tab. 3. Select multiple Flows for which you want to export their metadata including their steps and click on  Add Rows  button.  4. Click on  Get Flows Metadata  button and wait for a minute or two for results ...

  Hi, Did you ever wanted to export Page Layouts' metadata for documentation purposes or viewing all the fields included in given page layouts?  In standard Salesforce way you could navigate to the Setup -> Object Manager tab (e.g. Accounts) -> Pae Layouts -> Select the Page Layout to view with all fields in it.  However, you can not export this information to a CSV or an Excel file for easier search on multiple page layouts. If you have multiple Salesforce Objects then you need to go to each of their Object tabs and click each and every Page Layout associated with it to check what fields it contains. Solution Here are the steps how you can easily export selected Page Layouts metadata for selected Objects to a CSV file. 1. Login to https://www.packmagix.com using your Salesforce credentials. 2. Click on Export Page Layouts menu item in the Home tab. 3. Select multiple Page Layouts for which you want to export their metadata including fields and click on Add Rows...

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 ...