iClone

User object

Go to Object Manager >> User >> Page Layouts >> Edit and drag the “iClone” link to the page and click “Save”. Please see below screen shot.

Standard objects

The iClone button already exists for these standard Salesforce objects: Task, Event, Lead, Account, Contact, and Opportunity. All you need to do is go to the specific page layout, and drag the “iClone” button to the page. Please see below screen shot for Account page layout. You can follow same step for any standard object mentioned above.

For any other object, please create iClone button as per next section.

Creating iClone button

For cloning any custom object or standard object not mentioned above, you will first have to first create iClone button and then add to respective page layouts. In this example we will assume it is for custom object with API name ‘my_object__c’. You can replace the API name with actual API name of the object.

1. Go to the object for which you need to create the button >> Buttons, Links, and Actions >> New
2. Enter the details as per below
   1. Name and Label: iClone
   2. Display Type: Detail Page Button
   3. Behavior: Display in existing window without sidebar or header
   4. Content Source: URL
   5. URL: /apex/sfcloud1__iClone?records={!My_Object__c.Id}
3. Add the button to the page layouts

Note: If you need to create iClone button for bulk cloning, please see ‘Bulk Cloning‘ section

Hope this guide was helpful. If you need any further assistance please contact us support@gocloudz.com