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Universal Cloner - Clone related records with documents

Clone 5 level related records with documents

Overview

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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  • Ease for the admin to install and set up in minutes just, create a configuration, grab parent RecordId, and try cloning in the Universal Cloner tab. Admin can also automate the cloning process using Salesforce flows and UC api.

  • Review the data for any modifications before the actual creation of the records.

  • Save time in deploying configurations from one org (sandbox) to another org (production) with ease of in-built mechanism of import/export configurations within the app.

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 ∎∎

Categories

Business Needs
Productivity
Admin & Developer Tools
Data Management
Personas
Administrator
Consultant
Executive
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile

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