How to export “Field Permissions” for Multiple Objects for Multiple Profiles in few clicks?

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 or Update) 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. User can Update Field Permissions for Multiple Objects using XLS
  4. Simple drag & drop UI
Sample Export Results for Field Permissions
Sample Export Results for Field Permissions

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

"action type" from the radio buttons

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

"Compare" or "Export"

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”

BOFC Field Permission

Once it is completed, it will show below screen

export "Field Permissions" for Multiple Objects

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

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.

We appreciate your valuable inputs.

Leave a Reply

avatar
  Subscribe  
Notify of
For More Queries
close slider
For More Queries