Slaesforce FAQ

how to clone a record in salesforce lightning

by Dr. Alaina Murphy Published 2 years ago Updated 2 years ago
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Create a Lightning component that will open any record that one wishes to clone. Make use of force:hasRecordId interface. This enables the component to be assigned the ID of the current record.

  1. Open a record, and select the Clone or Clone with Related action. Clone with Related isn't available in the Salesforce mobile app. ...
  2. If you selected Clone with Related, select the related records that you want to carry over to the new record. ...
  3. Enter or change other information in the new record. ...
  4. Save the new record.

Full Answer

How to clone an existing record in Lightning?

Create a Lightning component that will open any record that one wishes to clone. Make use of force:hasRecordId interface. This enables the component to be assigned the ID of the current record.

What is force recorddata in Salesforce Lightning?

As the force:recordData is using for Provides the ability to create, read, update, and delete Salesforce records in Lightning. I don't think you can clone record with this component.

What is the use of custom clone button in Salesforce?

With the standard clone button, every field of the record gets cloned. By creating a custom clone button we can clone only the fields that are needed as per business requirements. NOTE: This will only work for Classic, this will not work for Lightning. For lightning you will need to override button with lightning component

How to use Salesforce apex controller with lightning component?

You may just use the Apex controller with SObject.clone () method and with lighting:input or ui:input in Lightning component. Thanks for contributing an answer to Salesforce Stack Exchange!

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How do I clone a Lightning record page in Salesforce?

Create a record page for Lightning Experience in one of these ways.From the Setup menu on a record page, select Edit Page. ... Create a page from the Lightning App Builder list page in Setup. ... Clone an existing custom Lightning page from its detail page or from the Lightning page list in Setup.More items...

How do you clone items in Salesforce lightning?

Clone Opportunities with ProductsWhen viewing an Opportunity, click on the "Clone" button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu to choose to clone it with or without products. ... Click "Save".Repeat this process as needed.

Where is the clone button in Salesforce lightning?

So navigate to Setup | Object Manager | Accounts | Page Layouts. Edit the Layout you want to add the new button to. Go to the Mobile & Lightning Actions section and look for the Clone button you created and add it in the Salesforce Mobile and Lightning Experience Actions section of the page layout. Click Save.

How do I enable clone with related records in Salesforce?

How to Clone the Record With Related List in Salesforce by Using Standard ButtonEditions: ... Steps:Step 1: Go to Setup and Click Object Manager. ... Step 3: Add the “Clone with Related” action to the layout, and Save.Step 4: Open Opportunity or Campaign, Which is need to clone.Step 5: Click the “Clone With Related” Button.More items...•

How do I clone a record type in Salesforce?

Open a record, and select the Clone or Clone with Related action. Clone with Related isn't available in the Salesforce mobile app. ... If you selected Clone with Related, select the related records that you want to carry over to the new record. ... Enter or change other information in the new record. ... Save the new record.

How do I clone a list in Salesforce?

Under List View Controls, select New. Or, click Clone to make a copy of the current list view....Optionally, choose and order the columns in your list view.From the List View Controls menu, Select Fields to Display.Use the arrows to add, remove, and reorder your visible fields.Click Save.

What is the clone button in salesforce?

Clone is a standard button in salesforce which onClick copy exactly the same behaviour of Page to another.

Can you clone a case in salesforce lightning?

You can clone a case and search for other cases before opening one. Your organization can even use Web-to-Case or Email-to-Case to create cases from customer logged issues.

Is Clone function in salesforce?

In salesforce the sObject class has a clone method that can be used. When using the clone method, there are two types of cloning: a shallow clone or a deep clone. The clone method also takes optional parameters which we will go over.

Can we clone user record in Salesforce?

At this time, cloning a User is not part of standard functionality which means that Users may take the programmatic route or search AppExchange for either a paid or a free app. Note: Writing code or troubleshooting any third-party app is beyond the scope of Salesforce Support.

What is difference between clone and deep clone in Salesforce?

vishnu. Hi tanu, If a list is cloned, it duplicates it and has reference. If a list is DeepCloned, it duplicates and doesn't have any reference.

How do you check if a record is cloned in Salesforce?

Below are the steps to find the cloned recordsClick on Setup.Enter the name of the object on the Quick Find Box. ... Click the object name.On the left side panel, click on Fields.On the Custom Fields & Relationships section, click on New.Select Checkbox as data type.Click Next.Enter a name for the field (Ex.More items...

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