- Open the BOFC Home > Click “Clone Reports”
- It will open below screen for BOFC Clone Reports User can clone the Reports from different type of source org: Can clone from “Current Salesforce Org” in which BOFC ...
- Select the “Source Org” from where you want to clone the Report
- Select the “Source Folder” (from where report needs to cloned)
- Next step is to decide the type of action for any existing “Report Types, Report Folder & Reports” Note: Any entity which is not available will be created. ...
- Finally we are ready with all the configuration and ready to initiate the process to fetch Source Reports
- Once this blue button is clicked, it will open a section with a table of Source Reports Select (single or multiple) Source reports which you want to clone and ...
- Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.
How to clone a report type in Salesforce?
Click “ Clone ” button in the Status Table against each row ( one by one) Once the “ clone ” buttons is clicked, it will update the status against each row for all the elements of that type. Above image shows that the selected reports has two report types which needs to cloned.
What is the use of clone reports?
This feature has option for an user to choose whether they need to (override or skip) any existing components (like report, report type, folder) Clone Reports copies Report Columns, Report Filters, Bucket Fields, Sort Field, Aggregate fields and many more.
How to clone a report using BofC?
User can clone any type of Report (Custom or Standard) using BOFC Along with report, it will also clone “Custom Report Type” and “Report Folder” referenced in report This feature has option for an user to choose whether they need to (override or skip) any existing components (like report, report type, folder)
How to upgrade to the latest version of your Salesforce package?
In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or — Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits:
Can we clone a report in Salesforce?
Go into the report that you want to clone. Click Customize. Change the parameters that will make the report unique and Click Save As "new report filename".
How do I replicate a report in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
How do I clone a report folder in Salesforce?
Few Simple Steps to Clone Reports in SalesforceOpen the BOFC Home > Click “Clone Reports”It will open below screen for BOFC Clone Reports. ... Select the “Source Org” from where you want to clone the Report.Select the “Source Folder” (from where report needs to cloned)More items...•
How do I save a copy of a salesforce report?
Schedule Reports. Verify the name, description, and folder, then choose where to go next: Click Save to save the report and go to the Reports home page. Click Save & Return to Report to save it and go back to the report run page.
How do you duplicate a report?
To copy a reportView the report.In the top right, click. and then click. Make a copy.Select the data source(s) to use in the copy. The Create new report dialog (shown below) lists the original data sources currently added to the template on the left. ... Click CREATE REPORT.
What is Clone report?
Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.
How do I transfer a report in Salesforce?
How?Switch back to Classic.Select the Reports tab.Locate the reports (or dashboards) that you want to move.Click on the report and drag and drop into the correct folder.
Can you mass move reports in Salesforce?
You can move individual reports or dashboards between folders and subfolders in Lightning Experience. If you want to bulk move reports or dashboards at one time, use the Metadata API as described in the following example. This example uses Workbench as the client tool for bulk move.
How do I move a report from one org to another in Salesforce?
Once thes are complete:Locate the XML report type file in the source project folder.Copy the file to the destination folder.Refresh the source project.Right click on the source project > Force.com > Deploy to Server.Select the report type file(s) and click “Validate”
How do I clone a dashboard in Salesforce?
Clone a DashboardOpen the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.
How do I create a report in Salesforce Classic?
StepsNavigate to the Reports tab.Click New Report.Choose a Reports Type. The report type you choose determines which records are returned and which fields are available in your report.Select Create.
Can you clone a dashboard in Salesforce lightning?
Navigate to an existing Dashboard. Click Clone (button) Click Save As. Give the new Dashboard a new Name.
What are limitations of Free version? How does it differs from Full Paid Version?
Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version - user can bulk...
How many salesforce users can use BOFC within an org?
BOFC is an org based app. We have no limit on users within an org.
What does Licence Portability mean?
In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d...
Which payment methods do you accept?
BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.
How can I reach out for support and service?
We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.
Can I upgrade my plan at any time?
You can upgrade at any time. For this, you can write to our sales department at [email protected] or call at +91 9953170767 to see how it works f...