How to import or Mass Create Custom Fields from external (other) Salesforce orgs in few clicks?

Import Or Mass Create Custom Fields From External Salesforce Orgs

Idea
During an application development in Salesforce, user needs to create multiple new custom fields of different data types in various standard & custom objects. One Field creation in Salesforce is a 5 step process. Creating multiple fields is a time-consuming and a monotonous job for Salesforce developers and admins. In general, such requests require a couple of days of effort.

Solution
Bulk Object Field Creator (BOFC) is a native Force.com app designed to overcome the above situation. BOFC can easily create multiple fields by simply importing CSV or XLS or XLSX file to Salesforce or importing custom fields directly from external salesforce org.

BOFC application can create 500+ fields, of different field types, in just 10-15 minutes in one single go. This would help users save time, reduce manual effort and increase productivity. BOFC application has a simple user interface which is extremely self-explanatory and easy to use.

Major Features for Bulk Field Creation includes:

  1. Create fields for Multiple objects at the same time.
  2. Import Custom Fields for any kind of object from External Salesforce org
  3. Supports CSV, XLS, and XLSX Format- Drag Drop a CSV or XLS or XLSX files which contains a list of new fields to be created.
  4. Assign FLS for multiple profiles & multiple fields in single Click
  5. Assign newly created fields to multiple layouts
  6. Error And Validation Support- Application effectively guides a user in field creation and provide error description.
  7. Support Multi field type- You can add multiple types of fields at the same time in a single go.
  8. Restricts Identical fields- App will restrict a user to create duplicate fields which already exists
  9. Option to choose which fields need to be created from the list of fields.
  10. Columns are enabled or disabled depending upon field type.

Steps to Create Multiple Fields in multiple objects:

1. Goto BOFC Application and open BOFC Field Creation page

BOFC Field Creation page

2. Select single or multiple objects (user can select any kind of object standard or custom or both)

Select single or multiple objects

3. Select Profile (single or multiple) to assign field permissions and layout (single or multiple) to add newly created fields to page-layouts

Select Profile (single or multiple) to assign field permissions

4. User can add multiple Fields in three ways:

add multiple Fields

  1. Import From Other Salesforce org: User can import custom fields of any kind of object (Standard/Custom/Managed) from any external salesforce org (Production/Sandbox/Developer)
  2. Add New Rows: User can add multiple rows in the table by clicking this button multiple times.
  3. Import using XLS: In this option, user can import set of fields using XLS sheet. The XLS sheet should in the proper format and can easily import any number of fields in the system (Refer: Sample Template)

5. Click on “Import from Other Org” and it will display a popup to choose the external org.

Import from Other Org

Now click on “Manage Org details” in above image and it will display below screen. Click on “New Environment” button to add a details for external Salesforce org.

click on "Manage Org details"

Add details for new environment and Save it (Click ? infront of each field for any help)

Add details for new environment

Once details are added and saved, then close this “Manage Environment” popup.

6. Select the Source org which is added in Step 5 and enter the API name of object from which custom fields needs to be imported. Now Click on “Import Custom Fields from Source Org”

Import Custom Fields from Source Org

Once action in step 6 is completed, the field creation screen will look like below:

field creation screen

Above image has some features (each number has its description as below):

  1. Select rows which needs to be created as new fields in salesforce
  2. User can modify field type (if required).
  3. User can choose Object name (same or different) on all rows.
  4. Click “Create New Fields” button to create fields in salesforce
  5. Click “Delete Rows” to delete any unwanted rows.
  6. Pagination – This page has a pagination if count of fields is more than 80. Each page shows 80 fields. User can use “>” or “<” or “<<” or “>>” buttons to navigate on other pages.
    Counts:
    • Max no of fields – 80 – Each page shows 80 fields
    • Total no of rows – Number of rows added in table to create new fields
    • Total no of rows (selected) – Count of rows selected to create new fields

7. Select rows & verify all the details in required columns or remove error (if any).

Select rows & verify all the details

8. Click “Create New Fields” button to add new fields to a selected objects.

9. Once the Create action is completed, it will show “Success or Error” status message in-front of each row.

Create action is completed

  • Green means – Row created successfully as field, assigned field permissions to profiles & assigned to layouts
  • Red means – Row error out with some error message

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.

Have a look at step by step detailed video to “Create Custom Fields From External (Other) Salesforce Orgs

Leave a Reply

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

Webinar