Export Workflow Rules in Salesforce
Workflow Rules remain an important part of many Salesforce organizations, powering field updates, email notifications, tasks, and outbound messages. As orgs grow, tracking and documenting workflow automation across multiple objects becomes increasingly difficult.
BOFC’s Export Workflows feature allows Salesforce administrators to export workflow rules and their associated actions into a structured Excel report. Quickly review workflow criteria, field updates, email alerts, task actions, active status, and other automation details without opening each workflow individually.
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Accelerate multi-sandbox rollouts and eliminate tedious manual configuration.
What BOFC's Workflow Export Delivers
Export Multiple Workflow Rules at Once
Generate workflow reports across multiple Salesforce objects from a single interface.
Capture Workflow Criteria
Export rule criteria and evaluation logic to understand when workflows are triggered.
Export Field Updates
Review all field update actions associated with workflow rules.
Export Email Alerts
Capture email alert configurations linked to workflow automation.
Export Workflow Actions
Document tasks, outbound messages, field updates, and other workflow actions.
Simplify Governance and Compliance
Maintain complete workflow documentation for audits, compliance reviews, and change management.
How It Works
Step 1
Open BOFC Home and select Export Workflow Rules.
Step 2
Choose one or more Salesforce objects whose workflow rules you want to export.
Step 3
Click Fetch Workflow Rules to retrieve all workflow rules from the selected objects.
Step 4
Select the workflow rules to export and click Export Details.
Step 5
Once processing is complete, download the Excel report containing workflow criteria, field updates, email alerts, actions, and activation details.
What Salesforce Admins Say After Switching to BOFC
(Join 50,000+ installations — rated 4.8/5 by verified admins and architects)
Incredible time saver
We merged a couple of orgs, and this saved us a ton of time cleaning up fields which became surplus. We also leveraged the Bulk update FLS capabilities as a quick way to access and change.
Greet Set of Tools
BOFC really is a tremendous set of tools that can greatly accelerate build times, documentation, etc. It saved the day on a complicated Org Migration and has been a valuable tool on subsequent projects – allowing us to turn a data matrix into new fields with a few clicks, provide thorough object/field documentation in a user friendly format, and other benefits that have helped accelerate our efforts. Highly recommend for the price point the value here makes it a no brainer.
Does what it says on - the tin...
Create bulk object in Salesforce with Bulk Object Field Creator. This is a great time saver and it greatly simplifies the process of managing custom fields. It does exactly what the developers say it will.
I’ve only just started using it but it has been a great help already. As an administrator that also takes up the slack for low level development of our Org. Bulk Object Field Creator is really beneficial. Not having to navigate through endless screens removes confusion (reducing errors) as well as saving time.
I give it a big thumbs up. If I was a consultant this would be gold.
