How to Clone a Dashboard or Report in Salesforce Lighting
- Navigate and open the report or dashboard you want to make a copy of.
- In the upper right side click the down arrow next to subscribe to reveal more options
- Select “Save As” option
- Enter the name of your new dashboard and the Folder you will want to save this report The default is “Copy Of [Current...
- When 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.
How to clone an existing record in Salesforce Lightning?
1. 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. 2.
How to create and clone users in Lightning?
So far in this series, we’ve learned how to navigate Setup and create a new app in Lightning, so now let’s learn how to create and clone users. We can find user management in the Administration section of the Setup Home menu. Just as in Classic, you can find all the options you need to add new users in this section.
How do I create a new user in Salesforce Lightning?
We can find user management in the Administration section of the Setup Home menu. Just as in Classic, you can find all the options you need to add new users in this section. But now – new in Lightning – we have a Create button that allows us to skip the setup tree altogether.
How easy is it to use lightning?
The more you do common tasks like adding new users in Lightning, the more you realize how easy Lightning is to use. The way I’ve learned the most about Lightning is by doing simple Admin tasks that are second-nature in Classic, which not only beefs up my Admin skills but also makes me more comfortable using the platform.
How to create a flow in Salesforce?
What happens if you don't load a field in a list?
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 clone a user in Salesforce lightning?
0:553:32Clone This User - Spring 20 - Lightning Update Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we can enter their email. And you'll see that the user name alias. And nickname all populate forMoreAnd we can enter their email. And you'll see that the user name alias. And nickname all populate for you but new you'll be able to see starting here all of your custom fields.
How do I clone in Salesforce?
Salesforce sObjects have a method called clone() which creates a copy of the sObject record. This method has four Boolean type optional parameters. Description: Determines whether the ID of the original object is preserved or cleared in the duplicate. If set to true, the ID is copied to the duplicate.
How do I clone a custom object in Salesforce?
0:313:10How to Clone a Custom Object | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo there is a standard clone button built into salesforce. And when you click it it'll just copy theMoreSo there is a standard clone button built into salesforce. And when you click it it'll just copy the custom object record and create a brand new one.
What is cloning profile in Salesforce?
If enhanced profile list views are enabled, click Clone next to a profile that's similar to the one you want to create. Click the name of a profile that's similar to the one you want to create, then in the profile page, click Clone.
How do I clone multiple records in salesforce?
6:239:40Clone Accounts and Related Records Using Salesforce Flow - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we want to make sure that they equal the account id of the account that was originally cloned.MoreAnd we want to make sure that they equal the account id of the account that was originally cloned. Off. And then we loop through and we do those same things with the loop.
How to create a flow in Salesforce?
Create a Flow – The flow is the mechanism Salesforce uses to clone the Opportunity. From the Setup area, search for “flows”, and open the “Flows” screen under Process Automation. Use the “New Flows” button to launch: 2. “Select Autolaunched Flow” and Create: 3.
What happens if you don't load a field in a list?
If you don’t load it in the list, it won’t get copied. (Start by adding every field, and then remove only the data fields that don’t make sense to copy. You will likely need to add MOST of the fields anyway, so it’s usually easier to focus on removing irrelevant fields.)
How to create a flow in Salesforce?
Create a Flow – The flow is the mechanism Salesforce uses to clone the Opportunity. From the Setup area, search for “flows”, and open the “Flows” screen under Process Automation. Use the “New Flows” button to launch: 2. “Select Autolaunched Flow” and Create: 3.
What happens if you don't load a field in a list?
If you don’t load it in the list, it won’t get copied. (Start by adding every field, and then remove only the data fields that don’t make sense to copy. You will likely need to add MOST of the fields anyway, so it’s usually easier to focus on removing irrelevant fields.)
