Thursday, 22 September 2022

How to “Clone Profiles” in bulk in Salesforce in few clicks?

 ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Profiles which are being used to manage the permissions for the different type of users.


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 with all its metadata
Refer this article to perform this action in few clicks:
  • Clone Reports (with Report Types & Report Folders)
         Refer this article to perform this action in few clicks:
How can I clone multiple profiles from any source 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 of the profiles and complete his action. 

For eg: In case, if a developer has to clone a profiles with many objects, record types, layouts permissions etc, then admin would have to open each and every profile 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 profiles within "Current  Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Profiles:
  1. User can clone multiple Profiles in single GO using BOFC
  2. This feature has an option for a user to override any existing Profiles or create the profiles which are not available
  3. User can clone profiles from Same or External (non-linked) salesforce org
  4. Simple Point & Click UI only.

Few Simple Steps to Clone Profiles in salesforce

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



2. It will open below screen for BOFC Clone Profile


User can clone Profiles 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 profiles


4. Click "Show Profiles(s)" button and it will start the process to retrieve the "All Profiles" in the selected Org.

5. Select (single or multiple) profiles which needs to be cloned. Once ready, click on "Clone here to Initiate Clone" 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.



    Override / No-Override - In case the Profile with the same name already exists:  
  • Clone Profile (which are not available) + Override (any existing) Profile = In this case, the clone process will override the existing Profile which the same name.

  • Only Clone Profile which are not available in this org = In this case, the clone process will only create the Profiles which doesn't exists in the current org.

6. Once the "Click here to Clone in Current Org" buttons is clicked, it will update the status against each row for all the profiles

  
Green means - Profile Cloned Successfully
Red means - Profile get error out because of the some reason.


For more details, refer official webpage of this application
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How to “Clone Custom Metadata Types (along with its records)” in Bulk in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Metadata Types which are being used to manage specific information for 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/Fields:  Refer this article to perform this action in few clicks
  • Clone Flows:  Refer this article to perform this action in few clicks
  • Clone Custom Metadata Types (along with its records)
How can user clone multiple "Custom Metadata Types (along with its records)" from any source 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 Custom Metadata Types of different types, then admin would have to open each and every Custom Metadata Types 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 Custom Metadata Types within "Current Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Custom Metadata Types:
  1. User can clone any type of Custom Metadata Types using BOFC
  2. User can also Clone records related to multiple Custom Metadata Types
  3. This feature has option for a user to choose whether they need to override any existing or create new Custom Metadata Types
  4. User can clone Custom Metadata Types from Same or External (non-linked) salesforce org
  5. Simple Point & Click UI only.

Few Simple Steps to Clone multiple Custom Metadata Types in salesforce

1. Open the BOFC Home > Click "Clone Custom Metadata Types"



2. It will open below screen for BOFC Clone Custom Metadata Types. Select the mode of Operation as "Clone"


3. Select the type of entities to Clone & the "Source Org" from where you want to clone the Custom Metadata Types

NOTE: 
User can click on "Records" checkbox to clone the records related to the Custom Metadata Types


User can clone the Custom Metadata Types 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)

4. Select the single or multiple Custom Metadata Types which needs to be cloned. Once ready, click on "Click here to Continue" 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 Keyword - User can add any keyword in the Custom Metadata Types Name. If user leaves the field blank, then nothing will be added.
  • Type of Action -
    • Clone (which are not available) + Override (any existing)  = In this case, the clone process will create the new Custom Metadata Types & override any existing with same name
    • Only Clone which are not available in this org = In this case, the clone process will create the Custom Metadata Types which are not available in the current org


6. Once the "Click here to Clone" buttons is clicked, it will update the status against each row for all the Custom Metadata Types.


  
Green means - Custom Metadata Types Cloned Successfully
Red means - Flow got error out because of some reason.


For more details, refer official webpage of this application
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How to “Clone Custom Settings” in Bulk in Salesforce in few clicks?

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Settings which are being used to manage specific information for 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, Field Sets:  Refer this article to perform this action in few clicks
  • Clone Flows:  Refer this article to perform this action in few clicks
  • Clone Custom Settings
How can user clone multiple custom settings from any source 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 custom settings of different types, then admin would have to open each and every custom setting 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 custom settings within "Current Salesforce org" or from any "External Salesforce org" in few clicks.

Benefits of using BOFC Application to Clone Custom Settings:
  1. User can clone any type of Custom Settings using BOFC
  2. This feature has option for a user to choose whether they need to override any existing or append any keyword to existing custom setting name
  3. User can clone custom settings from Same or External (non-linked) salesforce org
  4. Simple Point & Click UI only.

Few Simple Steps to Clone multiple Custom Settings in salesforce

1. Open the BOFC Home > Click "Clone Custom Settings"



2. It will open below screen for BOFC Clone Custom Settings. Select the mode of Operation as "Clone"


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

User can clone the custom settings 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)

4. Select the single or multiple custom settings which needs to be cloned. Once ready, click on "Click here to Continue" 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 Keyword - User can add any keyword in the Custom Setting Name. If user leaves the field blank, then nothing will be added.
  • Type of Action -
    • Clone (which are not available) + Override (any existing)  = In this case, the clone process will create the new custom settings & override any existing with same name
    • Only Clone which are not available in this org = In this case, the clone process will create the custom settings which are not available in the current org


6. Once the "Click here to Clone" buttons is clicked, it will update the status against each row for all the custom settings.


  
Green means - Custom Settings Cloned Successfully
Red means - Flow got error out because of some reason.


For more details, refer official webpage of this application
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