AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Deep Cloner

Clone a record with the related records you choose, in one click.

Overview

  • 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
Productivity
Sales Productivity
Data Management
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English