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Universal Cloner - Clone related records with documents
Clone 5 level related records with documents
- Business Need
- ProductivityAdmin & Developer ToolsData Management
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Universal Cloner (UC) app is a 100% native app built on Salesforce. Admin can define templates that can be used to copy data from any standard or custom source sobjects to the same or different target sobjects.

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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudPlatform Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Universal Cloner/2023R1 1.29.2
- Listed On
- 09/20/2021
- Latest Release
- 02/22/2024
- Supported 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.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 3Custom Tabs: 3Custom Apps: 1
- Lightning Components
- Global: 7App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Features: ★ Clone and copy up to 5 levels of records relationships ★ Copy child relationships to another parent record of any object type ★ Include Attachments, files, and notes when cloning and copying records ★ Copy only selected child relationships based on configurations ★ Review cloned data before creation for any changes. ★ Change records owner based on configurations ★ Shows summary of created records with new/old record ids for verification ★ Configure pre-set field values to create new records with default values ★ Execute clone and copy functionality from an Apex trigger or Process Builder flow Universal Cloner saves the user time and brings flexibility to manage cloning and creation of record process using the customized template. It runs seamlessly in both Lightning Experience and Classic. ∎∎ Install and get started in a few minutes with LIMITED Version ∎∎