Slaesforce FAQ

how to bulk assign a custom field in salesforce

by Prof. Dana Konopelski Published 2 years ago Updated 2 years ago
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How to Mass “Create Custom Fields” for multiple objects in single click in Salesforce?

  1. Click App Launcher & open BOFC “Bulk Field Creation” page
  2. Select single or multiple objects (user can select any kind of object standard or custom or both)
  3. User can select single or multiple (Profiles or Permission Sets or both) to assign field permissions and can select...

Steps to Create Multiple Fields in Multiple Objects:
  1. Click App Launcher & open BOFC “Bulk Field Creation” page.
  2. Select single or multiple objects (user can select any kind of object standard or custom or both)
Mar 6, 2019

Full Answer

How to bulk update BofC fields in Salesforce?

Open the BOFC Home > Click “ Bulk Field Updation “ 2. It will open below screen for BOFC Update Fields. User can Update fields in two different methods. 2nd method: Download all the fields in XLS, then Modify in XLS, upload and Update in Salesforce 3. Let’s go through both the methods in below steps.

How to update fields for an object in Salesforce?

Once fields are selected, Click “Update Fields” button to Update fields for an object. Once the Update action is completed, it will show “Success or Error” status message in-front of each row (check below image for reference) If user selects the 2nd method to download the sheet, it will display below UI for the user.

What is bulk object field creator (BofC)?

These type of work requests would take much more effort and time. To overcome this situation and save user precious time, there is an app-exchange tool called Bulk Object Field Creator (BOFC). User can update fields easily using XLS.

What are the disadvantages of Salesforce standard?

– For a developer, it would be tedious job to open and update each field one by one using Salesforce Standard process. These type of work requests would take much more effort and time.

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How do I add multiple custom fields in Salesforce?

Steps to Bulk Create Multiple Fields in ONE GO: Use Template (Refer sample template by Clicking "Download Sample Fields Template" button) to add Multiple fields or click "Add New Row" to add multiple rows. and Drag-drop or select excel/csv file, if you are using template file to create multiple fields.

How do you make a field faster in Salesforce?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

How many custom fields can you set up for items?

You can also add up to five custom fields to your item records. Open the Lists menu and select Item List. Select an item and double-click it to open its Edit Item window, then click Custom Fields over to the right. In the window that opens, click Define Fields.

What is BOFC in Salesforce?

Bulk Object Field Creator (BOFC) is a must-have tool, designed specifically for Salesforce.com Administrators, that simplifies many of the tedious tasks of managing a complex Salesforce environment. Perform METADATA operations in Bulk with Point & Click features.

Can you add custom fields to standard objects?

Each standard object also comes with a set of prebuilt, standard fields. You can customize standard objects by adding custom fields, and you can add custom fields to your custom objects.

How many custom objects can be created in a Salesforce org?

3,000There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they're created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 objects.

What is the maximum number of custom fields you can add to a sales form?

Create custom fields You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and vendor). Besides text, you can also create custom dropdown, date, and number fields.

What is the maximum number of fields that can be added to an object?

All AnswersSalesforce EditionGroup EditionUnlimited EditionCustom Fields per Object100500Total Custom Objects502,000Jun 11, 2010

How do I see how many custom objects I have in Salesforce?

Open Items You've Recently Viewed In the Recent Items section of the Salesforce sidebar, you'll find a list of up to 10 items (records, documents, custom objects, and the like) you've most recently added, edited, or viewed.

What does BOFC stand for?

BOFCAcronymDefinitionBOFCBox Office Forecast ChallengeBOFCBreyer Original Finish Club

How do I create a custom object from a spreadsheet in Salesforce?

Get things rolling by uploading the spreadsheet to your Salesforce org.Open this spreadsheet and save it. ... Click the setup cog. ... Click the Object Manager tab.Click Create.Select Custom Object from Spreadsheet.Click Log in with Salesforce.More items...

How do I install BOFC in Salesforce?

Few Simple Steps to Install BOFC Application in SalesforceOpen Google on any of your browser & Search “BOFC + Appexchange”It will open below screen & click on highlighted link.It will open AppExchange page of BOFC.More items...

What are limitations of Free version? How does it differs from Full Paid Version?

Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version - user can bulk...

How many salesforce users can use BOFC within an org?

BOFC is an org based app. We have no limit on users within an org.

What does Licence Portability mean?

In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d...

Which payment methods do you accept?

BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.

How can I reach out for support and service?

We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.

Can I upgrade my plan at any time?

You can upgrade at any time. For this, you can write to our sales department at [email protected] or call at +91 9953170767 to see how it works f...

How to create a BOFC field?

1. Goto BOFC Application and open BOFC Field Creation page. 2. Select single or multiple objects (user can select any kind of object standard or custom or both) 3. Select Profiles to assign field permissions and layouts to assign newly created fields to page-layouts.

How many fields can you create in a BOFC?

BOFC application can create upto 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.

How to upgrade Salesforce package?

You can upgrade your package using either of two ways: In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or —. Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits: Click here to install the latest version of BOFC.

What is a BOFC?

Bulk Object Field Creator (BOFC) is a native Force.com app designed to help you overcome the above situation. BOFC can easily create multiple fields by simply importing CSV or XLS or XLSX file to Salesforce. It can also help you in managing Salesforce org configuration using just a few clicks.

How to update BOFC fields in Salesforce?

1. Open the BOFC Home > Click “ Bulk Field Updation “. 2. It will open below screen for BOFC Update Fields. User can Update fields in two different methods. 1st method: Display all the fields in table, then modify & Update in Salesforce. 2nd method: Download all the fields in XLS, then Modify in XLS, upload and Update in Salesforce. 3.

How to upgrade Salesforce package?

You can upgrade your package using either of two ways: In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or —. Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits: Click here to install the latest version of BOFC.

Can you update multiple fields in XLS?

User can update multiple fields of a multiple types in single click. User can update fields easily using XLS. Easy, Simple, Clickable process to update fields. Note: To avail this feature, kindly make sure you have installed the latest version of the application.

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