Sunday, June 12, 2016

Mass Update Contacts Address

With Process Builder, you can create a process to auto update all Contact Address when Account Address changed, but it do not give you option to manually run the process, unless you add custom field as parameter to mass update all Contact Address.

But with Mass Update Contacts 2.0 app from AppExchange, it allow your users to manually select an address from Account to update an address in Contact. You can use default button added when install the package called Mass Update Contacts, or create custom a button that call Visualforce page MUCPro.

Note: even this app is free, it limit you only to 100 users, and you need to assign your users with license, navigate to: SetupInstalled Packages, find the app and click Manage Licenses to add users able to use this app.

With custom button, user will always see the button, but will get no license error when user click it. While with standard button Mass Update Contacts, user without license will not see the button.

Select address from Account:

Select address in Contact:

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: X-Squared On Demand


Version: 2.0.2

Blog last update: 12 Jun 2016

Wednesday, June 8, 2016

Salesforce Schema Lister

Schema Lister is one of the toolkit available in Salesforce Toolkit by Ben Edwards.

This tool uses the Salesforce Metadata API to build a list of objects, fields and field attributes from within your Salesforce Org. It will produce list of all of your Salesforce objects (standard and custom) and all of your custom fields (standard and custom). You also able export it into Excel file for easy reference or other purpose, such as: documentation or audit or etc.

Information produce for each field:
  • Field Label
  • API Name
  • Type  
    • Unfortonately at this moment it doesn't show the field length
    • It show picklist values (including multi-select picklist values)
  • Help Text

Open to start, select if you would like to access Production or Sandbox environment, and click "Login to Salesforce with OAuth" button, if you already open Salesforce in the different tab in the same web browser, it will just authenticate, otherwise you need to enter your Salesforce username and password.

Once login, click "Get Schema" button, this will take few minutes for to query your objects and fields, so it is depends on how complex / many your objects and fields. Once done, it will show you the Org Id (make sure you are in the right org), jump to object link for easy navigation and "Export to Xlsx" button to export into Excel file.

Type: 3rd party with OAuth

Paid/Free: Free

Publisher: Ben Edwards

Installation: nothing to install, direct access to

Version: n/a

Blog last update: 8 Jun 2016