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.
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.
What is clone reports in Salesforce?
Clone Reports copies Report Columns, Report Filters, Bucket Fields, Sort Field, Aggregate fields and many more. User can clone Reports from Same or External (non-linked) Salesforce org
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 Reports 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".
Can you clone a 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 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 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...
Can you clone a dashboard in Salesforce lightning?
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save.
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 move a report folder in Salesforce lightning?
Move Reports Between Folders in Lightning ExperienceDo either of the following on the Reports page: Click the report you want to move. ... Click the report you want to move. ... Find the report you want to move and select the Move row level action. ... Select the target folder or subfolder.More items...
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 export Reports?
Export a reportOpen the report you'd like to export. Analytics exports the report as it is currently displayed on your screen, so make sure that you've applied your desired date range and report settings.Click Export (across from the report title).Select one of the export formats: CSV. TSV. TSV for Excel. Excel (XLSX)
How do I import Reports into Salesforce?
Hover over your list and click the drop-down arrow > Import/Export > Salesforce.com Sync Setup (for a Salesforce report, select Re-import from Salesforce.)...Salesforce.com Sync SetupAdd new records to the Act-On list from Salesforce.Update existing records in Act-On (Determine which fields you want to update in Act-On)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...