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 […]

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 […]