How to compare/export “Field Permissions” for multiple Permission Sets 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 Permission sets:

  • 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 Permission set 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 permission sets 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. User can update field permissions using XLS for multiple objects
  4. Simple drag & drop UI

Export 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 Export 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 and select “Permission Sets”

Export Field Permissions in xls

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

Select any one action type

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

Compare or Export Field Permission

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

until status is changed to Completed

Once it is completed, it will show below screen

Download link as per above image

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

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