Once iClone is configured, end users can quickly clone any Account records along with configured related lists and fields in just few clicks.
Go to the Account record that needs to be cloned. Click “iClone” button. Please see iClone Button section on how to add the button to page layout.
As per iClone configuration, user will be screen similar to below screenshot to quickly review and create new records. You will notice some of the values are defaulted whereas some are erased as per the configuration. Also, users can pick and choose which child records to clone. In this case first 2 Opportunities and only 1 Asset will be copied over to newly created Account record.
Select “Re-Parent?” if you want to copy existing child record to newly created parent record. If selected, the child records will be moved from existing Account record to newly created Account record.
Click “Save” to create new records and navigate to newly created Account record.
You can now track which original record the current record was cloned from. All you need is a self-lookup field with API name “Cloned_from__c”and the app will take care of the rest. We have included this field for Account object, you can create new field on any other object that you want to track. Make sure to add this field to the page layouts.
