This post will show you how to clone a record and move child records from the original record to the new cloned record. To do this we use a combination of Super Clone Pro and Process Builder. Two very simple objects will be used in this example to illustrate the concept. However, this can be applied to any two objects that have a lookup relationship or master-detail relationship that can be reparented. […]
New Opportunities and Quotes in Salesforce are often similar to ones that already exist. Salesforce has the ability to clone an existing Opportunity with Products, but the ability to set values or include other relationships is missing. Super Clone Pro excels in this area because it gives you the ability to set field values and clone multiple relationships up to four levels deep. You have control of the cloning process […]
Conditional logic in the custom button provides control and flexibility for the Super Clone and Super Clone Pro custom buttons. All of the URL parameters that get passed into the Super Clone and Super Clone Pages can be surrounded by Salesforce’s formula logic. Here is an example of using a different configuration based on an Opportunity’s stage. Similar conditional logic could be used for record types or any other field […]
The Mass Clone page allows records to be searched, selected, and cloned. The search results section of the page has a checkbox column to select which record in the search results should be cloned. The warning message ‘Please select records to be cloned’ will display when none of the records are selected by checking the checkbox and the clone button is clicked. Select records before clicking the clone button.
Yes. The latest versions of both Super Clone and Super Clone Pro work in the Salesforce Lightning Experience. They both typically use a URL custom button, and this type of button will show in the Record Highlights component of a Lightning page. If the custom button is not showing on the Lightning Page, then the Lightning Page must be adjusted to reference the pagelayout that the Super Clone button was […]