How to Compare Multiple Profiles of Salesforce between Multiple Orgs in few clicks?

IDEA: For any Salesforce Admin or developer, there is a requirement to mass compare multiple Profiles (in same or multiple orgs). It would be tedious job to copy and click each Profile one by one using Salesforce Standard process between multiple orgs.

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 appexchange tool called Salesforce Bulk Object Field Creator (BOFC).

Benefits of using BOFC Application for Comparing Multiple Profiles:

  1. Multiple Profiles between multiple orgs can be compared in single click in single xls sheet (check sample image for final result)
  2. Supports both Standard and Custom Profiles
  3. Export includes: Object access, App access, Tab access, User & Administrative permissions, record type details, apex class access, visual force page access, Field Permissions
  4. Easy, Simple, Clickable process to Compare & Export Multiple Profiles
Sample Comparison sheet (side-by-side)
Sample Comparison sheet (side-by-side)

Few Simple Steps to Compare Multiple Profiles in Salesforce

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. User can choose different actions on Compare/Export screen. This below image is highlighted with number and has its description as below:

Compare and Export screen

  1. Select single or multiple Profiles from the drop down
  2. Select which profile components needs to be compared (for eg: Object details, Apex permissions, Record type settings, user permissions etc)
  3. Select if user wants to export or compare profiles
  4. Select if user wants to compare profiles “Within Current Org” or “Between Current Org & below selected org”
  5. Select “if user wants to compare components which are unmanaged or components related to managed packages and unmanaged (both)?
  6. Click “Click to Initiate Export” button to export xls file for all the selected profiles with all the selected components. It will exports single xls for all the selected profiles in Salesforce.

4. On clicking “Click to Initiate” button, it will display a small section on the page. This section show the status of your export for multiple profiles. Wait for couple of seconds, until status is changed to “Completed” in the export status table.

Click to Initiate button

  1. Status: Shows if process got completed or not
  2. Processed: Shows no of profiles which are successfully processed
  3. Failure: Shows no of profiles which got error out

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

Click on Download link to download

Open the downloaded excel file screen look like below image:-

Open the downloaded excel file

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.

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