How to bulk “Export Profiles” of Salesforce in few clicks?

Export Multiple Profiles of Salesforce

IDEA: For any Salesforce Admin or developer, there is a requirement to mass export multiple Profiles in xls. It would be tedious job to open and click each Profile one by one using Salesforce Standard process.

These type of work requests would take more effort and time, so one of the best option to overcome this situation is by using the this appexchange tool called Bulk Object Field Creator (BOFC)

Benefits of using BOFC Application for Export Profiles:

  1. Multiple Profiles can be extracted in single click in single xls sheet (with one tab for each profile)
  2. Supports both Standard and Custom Profiles
  3. User can export 14 types of Profile properties:
    • Object Permissions
    • Tab Settings
    • Application Settings
    • Page-Layout Assignment
    • Administrative & User Permissions
    • Record Type Settings
    • Apex Classes Permissions
    • Visualforce Page Permissions
    • IP Ranges
    • Login Hours
    • Enabled Custom Settings Definition Access
    • Enabled Custom Metadata Type Access
    • Enabled Custom Permissions
    • Enabled Flow Access
  4. Easy, Simple, Clickable process to export profiles

Sample Profile Sheet (in xls)

Sample Profile Sheet (in xls)

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 Multiple Profiles in Salesforce

1. Open the BOFC Home > Click “Export Multiple Profiles (complete details)

Export Multiple Profilles in Salesforce

2. It will open below screen for BOFC “Export Multiple Profiles

 

Export Multiple Profiles

3. Once this option is selected, it will ask user to Select Profiles in each Org and Profile Attributes.

  • Select single or multiple Profiles from the drop down
  • Select which profile attributes needs to be compared (for eg: Object details, Apex permissions, Record type settings etc)

Select Profiles in each Org and Profile Attributes

4. Once profiles and attributes are selected, it will ask user to select the Component Types:

  • Unmanaged Components which means components which ARE created in this org and NOT a part of any Managed Package installed in the Salesforce org
  • Managed Components which means components which are NOT created in this org and ARE a part of any Managed Package installed in the Salesforce org

ask user to select the Component Types

5. All Set we are ready to Initiate the Process to Export Profiles. Click on “Click to Initiate Process” button to export XLS file for all the selected profiles with all the selected components.

 

Initiate the Process to Export Profiles

It will exports single XLS (with multiple tabs, one tab for each profile) for all the selected profiles in Salesforce.

6. Once “Click to Initiate Process” button is clicked, it will display a popup on the page. This popup shows the status of your export for multiple profiles. Wait for couple of seconds, until status is changed to “Completed” in the export status table.

This popup shows the status of your export

  1. Status: Shows if process got completed or not
  2. Failure: Shows no of profiles which got error out

7. Once status is “Completed“, your file is ready for export. Click on Download link to download your profiles export in XLS.

your file is ready for export

“Click Download Link” : On clicking this link, it will download a XLS file for all the selected profiles. Each profile is represented as a separate tab in XLS. Each Tab will have complete detail of all the selected profile attributes.

Have a look at step by step detailed video to “Export Multiple Profiles in Salesforce

******************************************************************************

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 or mail us: support@bofcapp.io. Our BOFC Expert will help you get the best out of it.

0 0 vote
Article Rating

This tool is available on Appexchange and Click on below button to install the
latest version of BOFC

or learn more
Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments