Deep Cloner
Clone a record with the related records you choose, in one click.
Overview
Deep Cloner copies a Salesforce record with the related records you pick: contacts, opportunities, cases, files and notes, up to four levels deep. See how many records will be created before you click Clone, and save your choices as reusable templates.
Clone a record with the related records you choose, up to four levels deep.
Live preview of how many records will be created.
Reusable templates for common selections.
Link or copy Files and Notes.
Clone several records at once from a list view.
Respects permissions and rolls back on any error.
Stop copying related records by hand. Salesforce's standard Clone button copies one record. Deep Cloner copies the record and the related records you choose, in a single step. What you can do - Choose what to copy: child objects such as Contacts, Opportunities and Cases, up to four levels deep (Account > Contacts > Cases). - Find objects fast: search, select all matches, sort by what you clone most. - See the size first: a live count shows how many records will be created. If it exceeds your limit, Clone stays disabled. - Save selections as templates and apply them in one click. - Link or duplicate Files and Notes. - Clone many records at once from a list view. - No page layout work: use the Deep Clone tab, or add the included quick action. Built to be safe - Runs as the user: permissions, field-level security and sharing apply. - All or nothing: any failure rolls everything back. - References between copied records point to the new copies. - Admins set a maximum records per clone and exclude objects. Setup 1. Install the package. 2. Assign the Deep Cloner User permission set (Deep Cloner Admin for admins). 3. Open the Deep Cloner app.
Categories
- Business Needs
- ProductivitySales ProductivityData Management
- Personas
- AdministratorBusiness Operations ManagerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- English