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 […]

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 […]

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 […]

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 […]

The Super Clone Pro copy page allows you to copy related lists from one parent record to another parent record. The page has lookup field that lets you select the new parent record. This uses Salesforce’s default popup window to select a new record. This default search may show too many records. The following code is an example of how to display a filtered list of possible records to choose […]

Changing the way the Super Clone Pro pages look can be done by adding CSS styles into a page that wrap around the Clone, Copy, and Edit components. Use CSS selectors to specify columns or inputs that should be modified. This includes things like making an input text area wider, adding a minimum width, setting a background color, or other styling attributes. Create a Visualforce page. This page will contain […]

Documents and files are stored two different ways in Salesforce. Traditionally, files were saved in an object called “Attachments”. They were a direct child of the object they related to. Now Salesforce stores fines in a much more complex set of objects. Benefits of the new structure include versioning and the ability for one copy of a document to be referenced by multiple objects. Super Clone Pro has the ability […]