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...
How to clone a Salesforce report from another Org?
Can clone from “External Salesforce org” (Salesforce org which are linked / non-linked to current org in which BOFC is installed) 3. Select the “Source Org” from where you want to clone the Report 4. Select the “Source Folder” (from where report needs to cloned) 5.
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 Salesforce report?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
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 you clone leads 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 dashboard in Salesforce lightning?
How to Clone and Delete a Dashboard in SalesforceOpen 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 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.
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 lead object in Salesforce?
Few Simple Steps to Clone Object in SalesforceOpen the BOFC Home > Click “Clone Object”User can clone the object from different type of source orgs: ... Select the “Source Org” from the where you want to clone the object & Enter the API name of the object.Select the type of action for target object.More items...•
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.
How do I clone an 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 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 create a dynamic report in Salesforce lightning?
Steps To Create Dynamic Report In SalesforceStep 1: Click on the Report tab inside the salesforce org.Step 2: Click on the Create Button to create a report.Step 3: Now add the Filter.
How do I add a report to a dashboard in Salesforce?
From either the Reports tab or while reading a report, click. ... Choose whether you want to add the report to an existing dashboard (Add to existing dashboard), or create a dashboard from the report (Add to new dashboard). ... Click Add.Customize the dashboard component.Click Add.More items...
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...