How To Compare Salesforce Profiles Within Same Or Across Multiple Orgs?

Compare Salesforce Profiles

Are you a Salesforce admin or developer tasked with comparing multiple Salesforce profiles? If so, you understand the challenge of ensuring consistency and efficiency across your organization’s Salesforce environment.  One essential tool that can simplify your workload is Bulk Object Field Creator (BOFC), a native force.com app designed for bulk metadata operations within Salesforce.

In this blog post, we’ll dive into a step-by-step guide on how to mass Compare Salesforce Profiles using BOFC. .

IDEA: For any Admin or developer, there is a requirement to Compare two or Multiple Salesforce Profiles within same or across multiple orgs. It would be tedious job to open and compare profile in Salesforce one by one, using the 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 Profile Comparison tool called Bulk Object Field Creator (BOFC).

Benefits of using BOFC to Compare Salesforce Profiles:

  1. Multiple Salesforce Profiles can be compared in single click in single XLS sheet (check sample image for final result)
  2. Multiple Profiles of same org or multiple Salesforce orgs can be compared in single click in single XLS sheet
  3. Supports both Standard and Custom Profiles in Salesforce
  4. User can compare 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
  5. Easy, Simple, Clickable process to compare or export profiles

Comparing Multiple Profiles

Profile Comparison within same Org (side-by-side)

Profile Comparison across Multiple Orgs (side-by-side)

Profile Comparison across Multiple Orgs (side-by-side)

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:

Stay up to date with the latest in BOFC - Latest features, offers, news, tips and more

Few Simple Steps to Compare Salesforce Profiles

1. Open the BOFC Home > Click “Compare Multiple Profiles (side by side)

Compare Multiple Profiles (side by side)

2. It will open below screen for Managing actions on Multiple Profiles”

Managing actions on Multiple Profiles

3. Select “Compare Multiple Profiles

Compare Multiple Profiles

User can Compare Multiple Salesforce Profiles:

  • Within Current Org means profiles which needs to be compared exists in current org in BOFC is installed
  • Between Current & Selected Org means user can select the profiles which needs to be compared (with same name or different name) in both current org and selected org.

Let’s go ahead and see how it works when we are trying to compare salesforce profiles across different org.

4. Select “Between Current Org & selected Org” and it will ask user to select External org. If org doesn’t exists, user can click “Manage Org Details” to add any Org.

Between Current Org & selected Org

5. Once the External Org 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

 

6. 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

select the Component Types

    7. All Set we are ready to Initiate the Process to Compare. Click onClick to Initiate Process

    Initiate the Process to Compare

    8. Once “Click to Initiate Process” button is clicked, it will display a popup on the page. This popup show the status of the process to compare multiple profiles. Wait for couple of seconds, until status is changed to “Completed” in the highlighted table.

    Click to Initiate Process

     

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

    9. Once status is “Completed“, your comparison file is ready for export. Click on “Download” link to download in xls.

    your comparison file is ready for export

     

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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.


    Experience it for yourself

    Bulk Object Field Creator (BOFC) is a must-have tool, designed specifically for Salesforce.com Administrators, that simplifies many of the tedious tasks of managing a complex Salesforce environment.

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

    or learn more
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    ProWeb365
    2 years ago

    Thank you for your blog!. It’s helpful for me!

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