iClone

Just like individual records, you can now clone records in bulk along with the field over-rides configured for that object. Bulk option is provided for Account and Opportunity object as part of the app, for other objects please scroll to the bottom on how to create the button.

Note: Cloning records in bulk does not provide the splash screen to end user for updating field values like it does when cloning individual records.

  1. Go to Opportunity tab and select the records you want to clone
  2. Click iClone button to clone the selected records 
  3. Once the records are cloned, you will see list of newly created record ids. Click on them to navigate to the cloned records

Creating Bulk Clone button

For any object other than Account and Opportunity, please follow below steps to allow users to bulk clone the records. In this example we will assume it is for Lead object. You can replace ‘Lead’ with the actual API name of the object, for example ‘my_object__c’

 

CREATING VISUALFORCE PAGE

Go to Setup >> Visualforce page >> New >> Enter below code >> Save

<apex:page standardController="Lead" title="iClone :: Bulk Clone" recordSetVar="records" extensions="sfcloud1.iClone_Bulk" action="{!redirect}" >
     <apex:pageMessages id="messages" escape="false" />
</apex:page>

 

CREATING BUTTON

Go to Setup >> Object Manager >> Lead >> Buttons, Links, and Actions. Create button as per below screenshot. The Visualforce page is the one you just created above.

 

ADDING THE BUTTON TO LIST VIEW

Finally, go to Search Layouts >> List View to add the button to the List View and you are done. Now users can clone records in bulk, in Classic and Lightning mode.

Note: In case you need to uninstall iClone app and you have added the button as per above steps, then please undo the steps in reverse order before Salesforce will allow to uninstall the app. So, first remove the button from the List View, then delete the button, and lastly delete the Visualforce page.