How to “Clone Flows” in Bulk in Salesforce in few clicks?

 ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Flows which are being used to automate / schedule the business processes.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

• Clone Custom Objects & all of its custom fields, validation rules, Page-layouts, Record types

Refer this article to perform this action in few clicks:

https://bofc.io/clone-operations/how-to-clone-object-in-salesforce-in-few-clicks

• Clone Reports (with Report Types & Report Folders)

         Refer this article to perform this action in few clicks:

         https://bofc.io/clone-operations/how-to-clone-reports-in-salesforce-in-few-clicks

• Clone Flows.

How can I clone multiple flows from selected org to current Org?

As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities and complete his action. 

For eg: In case, if a developer has to clone a simple or complicated flow with many conditions, filters etc, then admin would have to open each and every flow and clone them to new org.  

These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can clone multiple flows within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone FLOWS:

1. User can clone any type of Flows (Auto-Launched, Record-Trigger, Schedule Trigger, Screen Flow etc) using BOFC
2. This feature has option for a user to choose whether they need to skip any existing flow or do they need to create a new version of existing flow.
3. User can clone Flows from Same or External (non-linked) salesforce org
4. Simple Point & Click UI only.

Few Simple Steps to Clone Flows in salesforce

1. Open the BOFC Home > Click "Clone Flows"

2. It will open below screen for BOFC Clone Flows

User can clone the Flows from different type of source orgs:

• Can clone from "Current Salesforce Org" in which BOFC is installed
• Can clone from "External Salesforce org" (Salesforce org which are linked / non-linked to current org in which BOFC is installed)

3. Select the "Source Org" from where you want to clone the flows

4. Click "Fetch Active Flows" button and it will start the process to retrieve the "Active Flows in the selected Org. Once status is "Completed", click on "View Results"

5. Select  (single or multiple) flows which needs to be cloned. Once ready, click on "Clone Selected Flows" button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.

• Append Flow Name - User can add any keyword in the Flow Name. If user leaves the field blank, then nothing will be added to the flow name.

• Status - User can choose the status for the new flows. They can mark the new flows as "Active" or "Draft"

• Type of Action - In case the flow with same already exists:  
• SKIP the flow = In this case, the clone process will skip the Flows which already exists
• Clone & Create Next Version = In this case, the clone process will create the new (next) version of the existing flow

6. Once the "Clone Selected Flows" buttons is clicked, it will update the status against each row for all the flows.

  

Green means - Flow Cloned Successfully

Red means - Flow got error out because of some reason.

For more details, refer official webpage of this application

https://www.bofc.io/

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE 

How To Merge multiple Files/Attachments of an Individual Record in Single PDF?

Scenario: Need to merge multiples files/attachments of an Individual record to generate a Single PDF document

ABC Company is using Salesforce to manage its Purchase/Expense Activities. They have lot of vendors (Vendor A, Vendor B) from which the company purchases lot of useful goods and services.

Alex (a head of Purchase department at ABC Company) has asked his team member (Julie) to consolidate all the invoices of each vendor and store them on Company Google Drive account.

Julie has to perform two major activities:

1. For each Vendor, make a single PDF of all the invoices generated in current financial year.

2. Store that Consolidated Merged File on the Company Google Drive account

These type of work requests would take much more effort and time, but with our Salesforce Appexchange File ZIPO App, user can perform these action in a few clicks.

She can perform her task in few simple steps:

1. Install the FileZIPO application in Salesforce

2. Add the "Merge File" button on the Vendor Record Page

3. Click the button and Merged multiple invoices into Single PDF.

4. Save Merged File on External Google drive account

5. Done.

Benefits of using File ZIPO Application for Merging PDFs:

1. User can merge multiple files / attachments of PDF or Doc type in single GO.

2. Merged File can be saved on Same record from which the process was initiated.

3. Merged File can be saved on External Account like Google Drive.

4. Simple Point & Click UI only.

Let's see how she has added the button and merged file

Few Simple Steps to Merge Multiple File / Attachments on Individual Record Level:

Step 1:-   Open "File ZIPO" application and it will open home page of File ZIPO. Click on "Features" Tab & open "Merge Files Features". Now click on highlighted Text "Read More" as show below

Step 2:-  Once "Read More" is clicked, it will open a model box with an instructions to add a "Quick Action (Button)" on Object's record page. (Ignore this step if Quick Action is already added on Object)

Step 3:- Once all the steps are completed (as described in step 2), Please add the Quick Action button on the Object Record Page and you are ready to Merge Multiple "PDF / Doc" files into Single PDF.

Let's take an example of the Account object's record page to "Merge Files on a Individual Record"

Step 1: Sample Account Record Page - Click on the "Merge File" button (as added in above steps) in Quick Action buttons bar (as highlighted in below image)

Once this button is clicked, it will open a Model Popup with list of files or attachments (PDF or Docs) related to record:

Above image has some features (each number has its description as below):

1. Select the Checkbox in front of each row.

2. Click on Continue Button.

Step 2:-  Once "Continue" Button is clicked, a popup will open like the below image:-

Above Image has some features (each number has its description as below):

1. Enter the Name (Name of user who is performing this merge).
2. Enter the name of File (Name of the Merged File)
3. Enter e-mail address (Email Address on which user want to receive the Merged File)
4. Enter CC e-mail address (Email Address of logged in user)
5. Type of Merged Actions
• A. Send Merged File on Email
• B. Display Download link for merged file in same popup
• C. Save Merged File as "File / Attachment" on Same Record
• D. Save Merged File to "External Account" like Google-Drive

Let's explore each type of Merged actions (A to D) one by one:
      

Action A:- Send Merged File on Email

In this action, the merged file will send on e-mail addresses entered by user in popup. Once an email is received, user can clicked on "Download" link to download merged file. (Sample Email Image)

 

Action B:- Display Download link for merged file in same popup

Once the "Merge File" button is clicked, the user will receive the "Download" link to directly download the merged files, once the process to Merge File is successfully completed.

Action C:- Save Merged file as File on save record:-

Once the "Merge File" button is clicked, the user will see (once the process to Merge File is successfully completed) the "Save as File" link to directly save the merged files on Same Record

Action D:- Save Merged file as file on External Account:-

Once the "Merge File" button is clicked, the user will see an option to choose the "Google Drive Account"  on which we need to save Merged file. 

Once the process to Merge File is successfully completed, the file is directly saved to "External Google Drive Account" and user will see an option to "View/Open File"