how to clone on salesforce

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 Report/Dashboard Name]” and the folder you are working in.

Full Answer

How to clone an object in Salesforce?

Testing the Hypothesis

• Lets create the XML as required. ...
• As we can see we have retrieved the required and we see the location is the default file. ...
• Now we have to use convert command to have that default file saved at our system be converted for final deployment into the org. ...
• Let’s go ahead and use deploy command and deploy it back to same org.

More items...

Is Salesforce the best cloud service?

With that, here are the tools you can use to build apps on Lightning Platform:

• Salesforce Environments. A secure and isolated development environment for developers and admins to test ideas, accelerate app development, and customize the platform. ...
• Heroku. It lets you extend Salesforce by building engaging experiences through custom apps. ...
• mySalesforce. ...
• myEinstein. ...
• Salesforce App Cloud. ...

How to create Salesforce instance?

Using Windows Command Prompt or Mac OS’ terminal and run nslookup

• Press and hold ‘Windows’ key on keyboard and press ‘R’ letter key
• Windows Run Dialog will open. Type ‘cmd’ and hit ‘Enter’
• Type ‘nslookup’ followed by ‘yourdomain.my.salesforce.com’ and hit ‘Enter’
• You will see your instance name below in the line which starts with ‘Name:xy1’ where ‘xy1’ will be your instance.

How do I create a case in Salesforce?

How to Create a Case in Salesforce

• Overview. During the lifecycle of an interaction with a customer, partner, or even employee, you reach a point where you need to open a case in Salesforce.
• Build on the Past. ...
• Imitation is the Sincerest Form of Flattery. ...
• Case Requirements. ...
• Gather Your Data. ...
• Creating Your Case. ...
• Continue Your Flow. ...

How do I clone data 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 enable clone in Salesforce?

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.

Where is the clone option in Salesforce?

In new orgs, the Clone button is available on the Cases page layout by default. In existing orgs, add the Clone quick action to the page layout. Click Clone on an existing case. Enter or change any information for the new case.

Can we clone user in Salesforce?

Here are the steps to clone a user in Salesforce: Open up Clone This User. Search for the user you are cloning. Click on the user you are cloning.

What is clone functionality in salesforce?

SFDC Guest. Hi, Clone: means creating a new record with the existing details of another reord. Here is the example: Account acc = [SELECT Name, Type FROM Account LIMIT 1];

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.

preserveId

the preserveId parameter determines whether the Id of the original object is preserved or cleared in the duplicate. If the parameter is set to true, the Id is copied to the duplicate. The default value is false, if it is false the Id is cleared.

isDeepClone

Determines if the method creates a full copy of the sObject field or just a reference.

preserveReadonlyTimestamps

Determines whether the read-only timestamp fields are cleared or preserved in the duplicate. If the parameter is set to true, the read-only fields CreatedDate,LastModifiedById, and LastModifiedDate and CreatedById are copied to the duplicate. The default is false, the values are not copied over.

preserveAutonumber

Determines whether auto number fields of the original object are cleared or preserved in the duplicate. If set to true, auto number fields are copied to the cloned object. The default is false, values are not copied over.

How to Clone an sObject in Salesforce

Salesforce supports basically two types of clones a clone and a deep clone. We’ll go over how to notice the difference later in this post and of course how to create both types. Of course, there will also be some example code on how to create both types of clones.

Preserve Id

Setting the first parameter to true can cause a lot of issues if you’re planning on inserting the cloned record. Refer to the below code for an example:

Is Deep Clone

As mentioned, the deep clone creates a complete duplicate in memory including all related objects. This should only be used for comparing records in memory as it doesn’t really work as well as you would think.

Preserve Readonly Timestamp

I don’t generally use this, as there’s been very few times I thought I would actually need it. It can be done pretty easily by doing the following:

Preserve AutoNumbers

AutoNumbers can be pretty valuable in Salesforce, but they aren’t generally all that useful in isolation. I don’t think I’ve ever specified true to this parameter.