Exporting Salesforce Page Layouts is essential for admins and developers to ensure smooth operations and effective metadata management. However, performing such functions using native tools like the metadata API or change sets can be time-consuming and complicated.
This is exactly where you can resort to migSO. It is a native Salesforce app that empowers you to export different metadata items (for instance Salesforce page layouts) with ease. Go through this guide to learn how you can export Salesforce page layouts in bulk effortlessly with migSO.
Why Export Page Layouts in Salesforce?
Page layouts define how information is presented to users on Salesforce records and exporting them helps you safeguard metadata for auditing or recovery instances. It also facilitates you to migrate configurations between different Salesforce orgs. Further, it lets you ensure a personalized user experience. Let’s move to the steps concerned with exporting page layouts in bulk using migSO.
Step-by-Step Guide to Export Page Layouts in Bulk Using migSO
Now, let’s get started with the step-by-step process of exporting page layouts using migSO:
Click “App Launcher” and Search & Select migSO.
Now click the migSO “Export Wizard” tab.
Select the Metadata item to export (e.g., Page Layout).
After selecting the metadata items, choose the object (e.g, account) to export the page layout.
Next, click Download Excel to download the report of the executed page layouts export. This report provides detailed information about the exported page layouts, making it easy to review and take further actions if needed.
Conclusion
Exporting Salesforce Page Layouts in bulk doesn’t have to be a cumbersome task. With migSO’s effortless metadata exporting capabilities, you can complete the process quickly, and accurately and restrict the typical headaches of native tools.
Who are We?
Tech9logy Creators is a Registered Salesforce Consulting and ISV Partner Company with over 10 years of experience. We have a certified team of developers with extensive knowledge about Salesforce AppExchange and provide you with the best-in-class personalized apps. Our dedicated Salesforce experts help you bring the best out of your CRM and ensure your business operates at its highest potential.
Contact us for more information.
Recent Post
migSO Guide
