How To Export Approval Process in your Salesforce Org?



For any Salesforce Admin or developer, if there is a requirement to Export Approval Process for multiple objects (for any Standard or Custom Object)

Benefits of using BOFC Application to Export Approval Process:

  1. Works for both Standard and Custom Object.
  2. User can export details about every Approval Process.
  3. User can see Active or Inactive Approval Process.
  4. Saves ample amount of time of doing manual work

To avail this feature, kindly make sure you have installed the latest version of the application. You can upgrade your package using either of two ways:

  1. In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or —
  2. Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits:

Few Simple Steps to Export Approval Process in Salesforce:

1. Open the BOFC Home > Click “Export Approval Process”

Export Approval Process

2. It will open below screen for Approval Process.

screen for Approval Process

3. Select the Type operation as “Export Approval Process” and screen looks like below image

Select the Type operation

Above image has many features (each number has its description as below):

    1. Select the Process status like Active / All Process.
    2. User can select single or multiple objects from the dropdown
    3. Click on “Click to Fetch Process” button to fetch approval processes.

4. Once the button “Click to Fetch Process” is clicked , it will display the list of approval process in form of table:

Click to Fetch ProcessAbove image has many features (each number has its description as below):

    1. Select the Single or Multiple Approval Process.
    2. Click on “Click to Initiate Export” button to export selected process.

5. Once the file is downloaded, just open it and your approval process sheet looks like the below image::

discount approval process



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