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Bulk Create Fields

The Create Fields feature allows you to efficiently create multiple custom fields in bulk with comprehensive configuration options. This powerful tool enables you to define field properties, configure access permissions for both profiles and permission sets, and speed up the field creation process with access presets to assign pre-configured access permissions with the click of a button.

Main Dialog​

To access this feature, navigate to the Objects module, select an object, and click the Plus icon in the Fields tab toolbar. When you click this button, the Create Fields dialog will open as shown below.

Field Row Columns​

Here are various columns in the main dialog.

ColumnDescription
ActionsShows various actions that acts on each Field row.
TypeField data type (Text, Number, Currency, etc.)
LabelDisplay name for the field
NameAPI name, auto-generated from label but you can change it too.
DescriptionField description for documentation
Help TextInline help text shown to users
PropertiesType-specific configuration (length, decimals, etc.)

Add More Rows​

When the main dialog is open, it starts with a single field row. If you’re looking to create more fields, click on the + icon at the bottom-left of the Dialog. You can also enter a number in the input field to add multiple rows at once.

While creating fields, the app will ignore the rows that are missing the label/api name.

Field Naming Convention​

The app defaults to Underscore Case convention for field API names (For example, Account_Number__c). You can change this to Pascal Case (For example, AccountNumber__c) in the setting. To access settings, click on the Gear icon in the bottom-right of the main dialog.

More Options Dialog​

Each row in the main interface allows you to specify only basic field properties. To configure additional properties for each field, click on the Pencil icon in the field you want to edit. This is especially useful for Picklist fields or if you want to configure field metadata like Owner, Compliance, etc.,

Field Access​

Field Access button opens a dialog where you can specify the access. See Field Access for how to use that dialog and specify the access.

Keep in Mind
  • All Fields gets the same access specified in the Field Access. If you want different access for different fields, you will have to do that in different attempts.

Importing Fields​

If you’re creating a lot of fields, it can be painful to keep clicking and entering the field details. To make it easier, you can prepare a CSV file with the field details and import it.

To start the import process, click on the More Actions menu at the bottom-right of the main dialog as shown below.

The app will show the dialog below where you can copy/paste the CSV content. Your CSV must adhere to the same header names that are shown by default. You can use that as a template to create your import file.

Once you enter the details, click Ok to import the fields. Imported fields will be added to the list which you can review and/or customize.

Keep in Mind
  • Only Type and Name fields are required. All other details are optional, so you can leave them blank or you can completely remove those fields.
  • Field Type values must be one of the values shown in the main dialog
  • For Local Value Set (used for Picklist and Multi Picklist Fields) and Compliance Group fields, enter the multiple values separated by ; (semicolon). This is similar to how multi-picklist values are formatted in Salesforce.

Deploying Fields​

Once you’ve configured all the fields and their access permissions, click on the Create Fields button to start deploying the fields. The status field next to each of the Field rows will show the status.

StatusDescription
PendingField is not deployed yet
ErrorThere is some error in deploying the field
SuccessField and its access successfully deployed
Access ErrorField is deployed but there are some errors while saving the Field Access configuration

Errors and Troubleshooting​

When there is an error in deploying a field, the status will show Error or Access Error. The app will also show an Errors button at the bottom that shows all errors when you hover.