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Record Clone

Clone record with the child records together with one click!

Overview

Record Clone helps you to clone record and child records together with one click. Very useful and highly support your data entry to Salesforce.

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See How Record Clone Works

  • SAVE YOUR TIME with less mistakes! Copy record including child objects keeping the relationship between parent and children. Clone is made by just one click!

  • NO CONFUSING SETTINGS Very easy to set up. See the screenshot of the component settings. You can choose - Child objects to be included - Parent record fields to be excluded - Template record id (optional on record page/ required on the other pages)

  • TEMPLATE RECORD? Yes, you set template record Id in the component settings and clone from anywhere! MULTIPLE RECORDS? Yes, Record Clone flow is available for that.

# Considerations Child record fields are all included. No option for exclusion. Depending on the number of child objects and records, governor limit could be applied. # Settings * If sObject has name field, input form appears * Child relations to be cloned Use comma (,) to set multiple children Up to 20 sObjects __r suffix for custom object relationship Configuration helper component is useful * Template Record ID For copying a single record repeatedly Optional on record page Required on the others * Child record name format Since you don’t have time to name each child record, you have options for the format of the child record names. Only applied to sObjects with name field. ===== * Unsupported sObjects Not accessible Not Creatable Not queryable Share Objects Task Event Attachment Document NetworkUserHistoryRecent ContentDocumentLink Partner * Unsupported Fields (Automatically excluded) Base64 type Not accessible Not Creatable Unique Related to person account (__pc) Calculated OpportunityLineItem - TotalPrice Case - ClosedDate System fields * Must-included fields (Automatically included) Not nillable Defaulted-on-create

Categories

Business Needs
Data Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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