March 4, 2017

How To: Load the Super Clone Copy page after the native record creation page

Copying child relationships from an existing record that acts as a template can save users a lot of time. A custom button can show the native record creation page, and then prompt the user to copy child records from an existing record when the new record is saved. For example, this could be used when creating a new opportunity, and after the opportunity is saved a page displays child relationship […]
March 4, 2017

How To: Reference the original record in a new cloned record

Super Clone Field values on the primary object can be set using URL parameters. First, change the configuration action for the field to ‘Set Value’. Then set a URL parameter that has the name of the field equaling a value. /apex/dh_superclone__superclone?rid={!Case.Id}&cfg=MyConfig&ParentId={!Case.Id} Super Clone Pro Field values on both the primary object and child objects can reference the record that they were cloned from . Super Clone Pro has a field […]
March 4, 2017

How To: Load the native edit page after cloning a record

Use the URL parameter ‘saveURL2’ to redirect the user to the native edit page. This parameter accepts a URL encoded string of the native edit page, and ‘newid’ will be replaced with the created record’s Id. The value of the saveURL2 parameter below ‘%2F%5Bnewid%5D%2Fe%3FretURL%3D%2F%5Bnewid%5D’ is a URL encoded string of ‘/[newid]/e?retURL=/[newid]’. On saving the new cloned record, the ‘[newid]’ value will be replaced with the new record id, and the […]
March 12, 2017

How To: Make an Opportunity clone for each Opportunity Contact Role

This example code will clone the opportunity for each opportunity contact role. It uses the ‘selectwhere’  url parameter to filter the contact roles, and each new opportunity will have a single contact role record. A Javascript custom button is used with Salesforce Ajax toolkit. The Ajax toolkit queries the OpportunityContactRole object by the opportunity record id. Javascript logic loops through the results to build the url, and then it loads the […]
March 31, 2017

How To: Use conditional logic to control the logic of the Custom Button

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 […]
April 2, 2017

How To: Clone an Opportunity with Quote and Quote Line Items in Salesforce

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 […]
May 25, 2017

How To: Clone a Parent Object and Move Child Records to the New Parent Object

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. […]
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