Exporting standard & custom fields is a bothersome task, especially when handling bulk fields and multiple orgs.
Enters migSO, the ultimate metadata management app. With its all-rounder capabilities, this magnificent app lets you export both Standard and Custom fields with ease.
In this guide, we’ll walk through the steps to help you efficiently export standard and custom fields using migSO.
Why Export Standard & Custom Fields?
There are plenty of reasons why Salesforce admins or developers need to export standard and custom fields from their orgs. It empowers them to document metadata for compliance, analysis, and reporting purposes. It also encourages them to migrate fields across Salesforce orgs for streamlined project management. Further, it also facilitates auditing field configurations to ensure improved data quality and consistency.
Step-by-Step Guide to Export Standard & Custom Fields Using migSO
Now, let’s get started with the step-by-step process of exporting standard and custom objects using migSO:
Click “App Launcher” and Search & Select migSO.
Now click the migSO “Export Wizard” tab.
Select the Metadata item to export (e.g., Custom Fields).
After selecting the metadata items, choose the object (e.g, account) to export the custom and standard fields.
Next, click Download Excel to download the report of the executed fields export. This report provides detailed information about the exported standard and custom fields, making it easy to review and take further actions if needed.
Conclusion
Exporting standard and custom fields in Salesforce is crucial for managing metadata, improving data quality, and migrating configurations across orgs. migSO makes this process even more efficient and user-friendly, ensuring comprehensive control over different metadata items.
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.