Add Mass Custom Fields As “Columns” In Salesforce List Views - PowerPoint PPT Presentation

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Add Mass Custom Fields As “Columns” In Salesforce List Views

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Add Mass Custom Fields As “Columns” In Salesforce List Views – PowerPoint PPT presentation

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Date added: 31 January 2024
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Provided by: salesforcebofc
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Title: Add Mass Custom Fields As “Columns” In Salesforce List Views


1
How To Add Mass Custom Fields As Columns In
Multiple List Views In Few Clicks?
  • Lets ask few questions to ourselves about
    Salesforce Standard List Views
  • Can we add multiple custom fields as Columns in
    multiple List Views in single click?
  • Can we update fields of multiple list views at
    the same time?
  • Can we remove multiple fields from multiple list
    views in single click?
  • Answer is BIG NO. Salesforce standard list view
    doesnt provide these bulk features. In case, if
    an admin has to perform these actions, then admin
    would have to open each and every List View one
    by one and perform the required action.
  • These type of work requests would take much more
    effort and time, but with our Salesforce
    AppExchange application Bulk Object Field Creator
    (BOFC), admin can update multiple List Views in
    few clicks.
  • Benefits of using BOFC Application to Add Custom
    Fields to List View
  • Supports the update of multiple list views in
    single click
  • Support mass addition of custom fields in
    multiple list views
  • Supports list view update for both standard and
    custom objects
  • Supports list view update for multiple objects at
    the same time
  • Simple Point Click UI only

2
Few Simple Steps to add multiple custom fields in
List View Step 1. Open the BOFC Home gt Click
Add / Remove from List Views
Step 2. It will open below screen to manage list
views. Select the type of operation as Add
option in radio button.
Step 3. Select single or multiple objects. Once
ready, click Fetch List View(s) button to
initiate the process to fetch all the existing
list views of selected objects.
3
Step 4. Select the single or multiple multiple
ListViews and Custom Fields which needs to be
added to the selected ListViews. Once ready,
click on Add Fields to List Views button
to initiate the process.
Step 5. Once the Add Fields to ListViews
buttons is clicked, it will update the status
against each selected listview
Green means ListView Updated
Successfully Red means ListView got error out
because of some reason.
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