exporting field help text and description in bulk

TIL that you can create custom report type on entity definition + field definition to report on your fields!

h/t : https://www.asagarwal.com/how-to-report-on-objects-and-fields-defined-in-salesforce/ and Anna Loughnan

However I could not include field help text, though it is listed in the tooling api docs for fielddefinition

then i tried a custom report type on entity definition with entity particle, and added field definition via lookup

this worked in theory - i could include description and inline help text.

but when i ran the report, field description remained blank. other folks said the report type worked for them, so i should test more as the report types would be really simple to use. so try that first.

instead I ran a soql query to test it out, and this works

select entitydefinition.label, inlinehelptext,fielddefinition.description,fielddefinition.label from entityparticle where entitydefinition.label = 'Opportunity'

and you can also include the defaultValue for the field by adding the DefaultValueFormula field

select entitydefinition.label,inlinehelptext,fielddefinition.description,fielddefinition.label,DefaultValueFormula from entityparticle where entitydefinition.label = 'Opportunity'

there are a bunch more options, have not explored them all. see the docs and figure out what is useful for your use case!

 
13
Kudos
 
13
Kudos

Now read this

101 little things to make salesforce a lot better

A sporadically maintained list of coal seams smoldering deep in the caverns of salesforce.com that cause needless liver damage in many an awesome admin. In honor of summer19, this post now has the subtitle of: 101 things that might be... Continue →