ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Custom Dashboards which are being used by Sales People for daily reporting.
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.
In case, if a developer has to clone dashboards with many dashboard components, then admin would have to open each and every dashboard 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 dashboards from any "External Salesforce org" in few clicks.
Few Simple Steps to Clone dashboards in salesforce
1. Open the BOFC Home > Click "Clone Dashboards" in the Clone Category
Select (single or multiple) Source dashboards which you want to clone and click on blue button "Click here to Initiate Clone"
Benefits of using BOFC Application for Cloning dashboards:
- User can clone any type of dashboard (Custom or Standard) using BOFC
- User can clone dashboards from Same or External (non-linked) salesforce org
- Simple Point & Click UI only.
1. Open the BOFC Home > Click "Clone Dashboards" in the Clone Category
2. It will open below screen for BOFC Clone Dashboards
3. Select the "Source Org" from where you want to clone the Dashboard(s)
User can clone the dashboards 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. Once the org is selected, it will display all the dashboard folders of that org. Select the "Source Dashboard Folder(s)" (from where dashboards needs to cloned)
5. Next step is to decide the type of action for any existing "Report Types, Report Folder & Reports"
Note: Any entity which is not available will be created. This step relates to "Any existing entity only". If user has selected:
"Clone & Override" - It means the existing entity will be over-written
"Clone & No-Override" - It means the existing entity will be skipped for any changes.
6. Finally we are ready with all the configuration and ready to initiate the process to fetch Source Dashboards
7. Once this blue button is clicked, it will open a section with a table of Source Dashboards
8. Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.
Click "Clone" button in the Status Table against each row (one by one)
Once the "Clone" buttons is clicked, it will update the status against each row for all the elements of that type.
Once all "Clone" buttons are clicked, you are done with your Clone Dashboards with all the selected actions.
For more details, refer official webpage of this application
Below is the AppExchange URL for this application
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