How to Export Custom Settings in Salesforce in few clicks?

How-to-Export-Custom-Settings-in-Salesforce-in-few-clicks

Requirement:

For any Salesforce Admin or developer, if there is a requirement to Export All Custom Settings.

Benefits of using BOFC Application for Export Custom Settings:

  1. Works for both Managed and Unmanaged Custom settings.
  2. Can export Custom settings and their records for (Single or multiple) Custom settings at same time
  3. Easy to use with few clicks.
  4. Saves ample amount of time of doing manual work.
Note:

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 Custom Settings in Salesforce

1. Open the BOFC Home > Click “Export Custom Settings”.

Export Custom Settings

2. It will open below screen for Manage Custom Settings.

Manage Custom Settings

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

  1. Select the Type of Entity as Custom Settings.
  2. Select the Custom Setting(s) from the dropdown.
  3. Can select Object Details, All Standard Fields and All Custom Fields from the “Select What to Export(s) by checking the checkbox.”
  4. After completing the above 3 steps just click on the “Click to Initiate Export” Button.

3. Once “Click to Initiate Export” button is clicked, it will display a table with the Export Status. Just wait for few seconds for the Process to Complete. Once the process is completed, it will display a “Download” link in the action column.

Click to Initiate Export

4. Click on “Download” Link in the first column of the table and open the downloaded file. The screen looks like the below image.

Click on "Download" Link

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Have you started using BOFC yet? Thousands of BOFC users have been able to save time & boost productivity using our Salesforce Metadata app. Click here to install the latest version of BOFC application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can write your comment in the comment box or for further assistance contact us at https://www.bofc.io/#contact-frm or mail us: support@tech9logy.com. Our BOFC Expert will help you get the best out of it.

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