Exporting custom roles along with Data Security Policies

 Hi

This blog is regarding exporting custom roles from an instance.

Step 1: Goto setup and maintenance > Click on Manage Implementation Projects

Step 2: Click on + and create new implementation project

Specify Name and click on Save and open Project

Click on + sign again

Search Tasks

Search Manage Job Roles , select and apply

Search Manage Data Security Policies , select and apply

Click on Done

Step 3: Now Setup and Maintenance and click on Manage Configuration Packages

Click on + sign and create new configuration package

Select the Implementation Project created in the earlier step

Click on Next

Change Application Data Security Policy from 150 to 350

Select Function Security Custom Roles and click + sign at the scope level

Search for custom role name that has to be exported and click on apply

Click on Submit

Step 4:  Under Export and Import process, check status, if it is Completed Successfully , click on Download , click on Download Configuration Package. If Status is In Progress or Not Started , wait till Completed Successfully appears