- To clone a profile, from Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- In the Profiles list page, do one of the following: Click New Profile, then select an existing profile that’s similar...
- Click New Profile, then select an existing profile that’s similar to the one you want to create.
- If enhanced profile list views are enabled, click Clone...
- Click Save.
- Click New Profile, then select an existing profile that's similar to the one you want to create.
- If enhanced profile list views are enabled, click Clone next to a profile that's similar to the one you want to create.
How do I create a clone of a profile?
Click the name of a profile that’s similar to the one you want to create, then in the profile page, click Clone. A new profile uses the same user license as the profile it was cloned from. Enter a profile name.
Can I clone a parent Profile with custom fields?
If you do define your custom fields as OWD for a parent profile, the child profile inherits them directly. This is explained in detail here as well. However, if you're not doing that and simply cloning a profile, that won't work - the child profile will not get access.
How do I set up a Salesforce company?
Set Up and Maintain Your Salesforce Organization Try Out Salesforce Start a New Trial Delete Trial Data Plan Your Salesforce Rollout Get Personalized Guidance While Setting Up and Enhancing Salesforce Set Up Your Company in Salesforce Manage Information About Your Company Allow the Required Domains
How to plan your Salesforce rollout?
Plan Your Salesforce Rollout Get Personalized Guidance While Setting Up and Enhancing Salesforce Set Up Your Company in Salesforce Manage Information About Your Company Allow the Required Domains
How do I clone a 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.Enter the new user's first name, last name, and email address.Optionally change the new user's username, alias, and nickname.Click Clone!
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 a role in Salesforce?
Copy a User RoleSelect Admin (Pardot Settings in the Lightning app), and then User Management | Roles.Find the role you want to copy, and click Copy.Name the role.Edit the role's abilities.When finished, save the role.
How do I restore a profile in Salesforce?
The easiest way to restore is:Navigate to Monitoring and backup in Gearset.Select the date that you want to roll back to.Select Deploy changes to and then select your production environment as your target.You can now run a normal Gearset comparison, and check out the difference in your permissions.
Can we clone a profile?
To create an empty custom profile without any base permissions included, use the Profile SOAP API object. On the Profile Setup page, you must first clone an existing profile to create a custom profile. To clone a profile, from Setup, in the Quick Find box, enter Profiles , and then select Profiles.
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.
How do I clone a flow in Salesforce?
A flow can clone records in your org. First, populate a record variable with an existing record's values. Identify fields that the running user can't edit, and map all remaining fields to another record variable. Then use the second record variable in a Create Records element to clone the record.
How do I clone a permission set in Salesforce?
How to Clone a Permission Set in Salesforce LightningOpen Salesforce Lightning!Click on gear icon.Click on "Setup" ... Type "Permission" in the Quick Find.Click on "Permission Sets"Click "Clone" for the Permission Set Label whose clone you want to create.Update the Label if you want.Change the description if you want.More items...
How do you make duplicate roles in discord?
Choose Home from the Table bar, click Settings, click Roles, then click the role you want to see. Locate the role you want to duplicate. To copy the role, click its Copy icon ( ). This icon is located in the rightmost column of the roles list.
Can we Undelete profile in Salesforce?
Unfortunitely, you cannot recover deleted profile as its not moved to recycle bin.
How do I backup a custom metadata in Salesforce?
In Setup, enter Package Manager in the Quick Find box, and then select Package Manager. Select New, name the package, and select Save. In the Components tab, select Add. In the Component Type dropdown list, select the types of metadata you want to include in your backup, and click Add To Package for each metadata type.
How do I restore a deleted profile in Salesforce?
To restore all deleted items, check the box in the column header and then click Undelete. When you undelete a record, Salesforce restores the record associations for the following types of relationships: Parent accounts (as specified in the Parent Account field on an account)