How to Compare or Export “Field Permissions” for Multiple Objects for Multiple Profiles in few clicks?

Compare or Export Field Permissions for Multiple Objects

Requirement:
For any Salesforce Admin or developer, if there is a requirement to perform below actions for single or multiple objects for multiple profiles:

  • Compare or Export Field Permissions (in XLS)

– For a developer, managing field permissions actions for single or multiple objects in Salesforce is a tedious and time taking job. User would have to open each fielder profiles one by one for an object using Salesforce Standard process. These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can (Compare or Export) field permissions for multiple objects and for multiple profiles within same Salesforce org in few clicks.

Benefits of using BOFC Application:

  1. Works for any kind of object (Standard or Custom)
  2. User can Compare or Exports Field permissions for single or multiple objects in single click
  3. Simple drag & drop UI

Compare or Exports Field permissions

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 manage Field Permissions actions:

1. Open the BOFC Home > Goto Field Permissions Section

Goto Field Permissions Section

2. It will open below screen for Field Permissions

BOFC Field Permissions

3. Select any one “action type” from the radio buttons

Compare or Exports Field permission

4. If user select “Compare” or “Export”, it will show below screen:

Compare or Export Field Permissions for Multiple Objects

Please select single or multiple objects, and select single or multiple profiles. Once done then click on “Click to Initiate Export (as xls)” button.

5. Please don’t refresh your page, until status is changed to “Completed”

Click to Initiate Export (as xls)

Once it is completed, it will show below screen

BOFC Field Permission is ready for download

Click on Download link as per above image and your file for field permissions is ready for download for multiple objects.

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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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