How to Bulk Manage Salesforce Fields Faster?

Trying to bulk manage Salesforce fields one at a time can swallow hours of an admin’s week. In an org with thousands of fields, creating, cloning, updating, deleting and exporting them manually turns into a backlog nobody wants to own. Even at one minute per field, 500 fields is more than eight hours of repetitive work.

BOFC is a native Salesforce app with 50,000+ installs and a 4.8/5 rating on AppExchange, built so you can manage Salesforce fields in bulk and hand the repetitive work to the tool. That frees you to spend your time on decisions that matter.

Here is how BOFC cuts the time spent on each field operation.

Create Bulk Fields

Creating a single field in Salesforce takes multiple steps. Repeat that for hundreds of fields and setup alone can eat days. With BOFC, you can:

• Add New Fields: Drag and drop your XLS, XLSX or CSV file onto the dashboard and skip the repetitive steps.
• Import Existing Fields From Another Org: Pull custom fields for any object type directly from an external org. There is no restriction on field type, so you can add multiple types in one go.

Instead of building every field individually, you can create thousands of fields in one go.

Update Bulk Fields

Fields need regular changes to attributes like description, length, label and help text. The standard Salesforce process means opening and editing every field one by one, which is slow and hard to sustain at scale.

With BOFC, you can update multiple fields directly in your Salesforce org in just a few clicks. Prefer working in a spreadsheet? Download the fields XLS, modify the field attributes, and upload the updated XLS sheet to the BOFC Field Updation page to update all the selected fields.

Delete Bulk Fields

Deleting fields through the standard Salesforce process also means opening and removing each one individually. That gets painful when you are dealing with hundreds or thousands of them.

With BOFC, filter and select as many fields as you need and delete them in one go, however large the number. It cuts the time this task takes considerably.

Clone Bulk Fields

Need the same fields on another object, or in another org? Many Salesforce admins and developers struggle with this, because the standard route is copying every field one by one, whether between objects in the same org or across unlinked orgs.

BOFC lets you clone multiple fields within a Salesforce org and from one org to another, in one go and in just a few clicks.

Export Bulk Fields

Do you export fields manually to keep records or build reports? Or do you avoid the task because of the time it takes? Neither is a good place to be. With the standard Salesforce process, you have to copy each object’s fields individually.

With BOFC, you can export the following details in one click, in XLS format:

• Object Details
• All Standard & Custom fields
• Validation Rules, Record Types
• Field Permission across multiple profiles
• System Field values for each field

Field Visibility On Multiple Page Layouts

One of BOFC users, Barbara, came up with this pain point:

“Is there a way to add onto a report or excel whether or not a field is currently active on a page layout (and if yes, which page layout)?”.

Our team built a solution for it. BOFC users can identify field usage by creating a matrix report with a single click. The report shows field usage for multiple objects in multiple layouts in an easy-to-understand format, so you can see which fields appear on which layouts without opening them one by one.

Conclusion

If field work is eating your week, it is time to switch to an efficient way to manage Salesforce fields. BOFC is a native Salesforce application that supports Salesforce field operations and almost every other aspect of metadata management. Connect with our experts to know more!