How To's Archives - Page 2 of 3

December 16, 2017

How To: Filter Records in Related Lists With Super Clone Pro

Some Super Clone Pro cloning and editing use cases require filtering out records from child relationships. Filtering child relationship records can be accomplished in two ways. First, the configuration can use a checkbox field to filter records from an object. Second, a ‘selectwhere’ parameter can be used to pass selection criteria to a page, process builder or API. Checkbox Filtering URL Parameter Filtering Checkbox Filtering In the field section […]

February 19, 2018

How To: Clone a Hierarchy of Records Asynchronously with Super Clone Pro

Cloning large and complex hierarchies of records can run into platform limits. Salesforce’s governor limits for CPU time limit, heap size, and view state can prevent successfully cloning a hierarchy. Factors that impact this include a large numbers of records, lots of data in the records, or a significant amount of custom Apex/Workflow/Formula logic. One solution is to run the Super Clone Pro process asynchronously. This provides higher limits to […]

April 25, 2018

How To: Clone a record and delete the original record in Salesforce

Deleting the original record after successfully cloning it can be accomplished with a combination of Apex, a custom field, a Process Builder, and Super Clone Pro configurations. This sounds like a lot, but I promise that it will be easy. These directions will give you the Apex code that lets a Process Builder delete records, and they will illustrate all of the other settings you’ll need. Fist we will get […]

June 24, 2018

How To: Increment a sequence in a text field when cloning a record in Salesforce

Super Clone Pro is a flexible tool that lets you set field values for your cloned records. However, one feature that it doesn’t contain is the ability to set an incremented sequence number in a name or text field when a record is cloned. Super Clone Pro doesn’t contain the feature because it requires querying other existing records to find the next highest sequence number. Depending on the environment, processing […]

September 23, 2018

How To: Clone Person Accounts in Salesforce

Person Accounts are a combination of the Account and Contact record. The Account record type controls if Salesforce displays and processes the Account as a Person Account or Business Account. Salesforce has special processing for Person Accounts, so they can be tricky to process. Super Clone Pro can clone Person Accounts and related records. The only requirement is that the Account’s standard ‘Name’ field have a field action set as […]

October 22, 2018

How To: Clone a Parent Record with Child Records that Reference Each Other

Cloning hierarchies of records can run into challenges when records in the hierarchy reference each another. Lookup filters can add complexity to logic needed to clone references. Super Clone Pro can help connect record references when cloning a hierarchies of records. If a record references another record lower in the hierarchy, Super Clone Pro will update that parent’s lookup reference field after the child record is inserted. If a child […]

October 26, 2018

How To: Run Super Clone Pro from Batch Apex

Sometimes heavy processing requires running Apex logic asynchronously to avoid reaching Salesforce processing limits. Below is an example of how run Super Clone Pro’s methods to Clone a hierarchy or Copy child records in a batch Apex job. Both batch examples accept parameters of which records should be processed. The batch query selects records to process based on the Ids that were received. The class implements stateful, so it may […]

January 14, 2019

How To: Create a Quick Action Lightning Component for Super Clone Pro

URL custom buttons can be used for both Salesforce Classic and Lightning. However, sometimes extra logic or validations need to be added before the Super Clone Pro page is loaded. In Classic, this could be done with a Javascript custom button. In Lightning, we need to use a different approach because Lightning doesn’t support Javascript buttons. Below is an example of how to use a Lightning Component in a Quick […]