iClone

iClone allows your users to quickly and efficiently clone records in Salesforce there by bridging the gap in Standard Salesforce. Out of box Salesforce does not allow cloning related list when cloning a parent record. This is huge drawback as users have to clone each related list/child records manually.

For example, consider cloning Campaign with Campaign Members or Account with related Contacts and open Tasks. Using standard Salesforce, users will first clone Campaign or Account, then manually clone each campaign member, contact, task, etc. This is huge drawback and not good user of your users valuable time.

As an admin, you can eliminate manually cloning plus do whole lot with field overrides.

Some of the key features of iClone:

  • Clone parent objects along with any number of related lists / child records in just few clicks
  • Total control over which related list and fields to clone
  • Enhanced grid to configure  fields and provide field override
    • required
    • read only
    • default value
  • Supports standard and custom objects
  • Supports record type specific configuration
  • You asked for it, we delivered. Now you have an option to choose which child records to move to newly created parent record instead of cloning them

 

Notes: 

  1. This guide is based on Lightning experience, steps are similar for Classic
  2. This guide walks you through cloning Account record along with related Contact and Tasks. The steps are similar for cloning any other object
  3. Please contact us at support@gocloudz.com for any technical queries