copy details/field values from one object to another

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11 views

Opportunity Clone with Contact Role

I have a custom clone button for Opportunities with line items. Blanks some fields, pre-populates some others. Is there a way to include the existing Contact Roles so i don't lose them? My users are ...
0
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1answer
26 views

How to clone a record in satandard Opportunity object with its related list

I have created a apex class to clone a record with its related list. The record is cloned with related list but I am facing some issue. Those are: 1)after the click of clone button the record is ...
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0answers
7 views

Clone custom object record via Salesforce1

I want to clone a custom object's record via a Salesforce1 chatter action. But for some reason, for that particular object there is no "Clone" action available. However, I have another custom object ...
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1answer
22 views

Cloning of lead records

Is there any way to find the parent of the cloned record? I have a lead record which should be cloned and i should be able to identify the lead record from the cloned new lead.
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1answer
34 views

Null Pointer Exception on a cloned sObject

I am cloning a custom sobject inside a 'before update' trigger and updating the values for some of the fields on the cloned sObject. However when I run the code, it throws a NullPointerException. ...
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1answer
32 views

Editing related list while cloning record

I am trying to Clone account detail page with contact related list using Custom button which redirects to VF page.I am able to clone detail page with contact related list,but On clicking 'Add row' ...
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1answer
19 views

Profile cloning and access settings on new profile

Is there any way to clone profile and allow that profile to have all field level access as previous(parent) profile? Scenario is, we haven't set some objects/fields as global on OWD, now when we ...
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2answers
60 views

Custom Clone button on Quote, copies few standard fields but not all, why?

I have a custom button, which i m using to clone Quote Object. I'm using javascript with ajax tool kit, Like in this post. i can clone the quote with few standard fields, but not all, for e.g, ...
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1answer
59 views

Apex Bug (?) Null Field Values of Cloned Instances Don't Persist?

I want to take the state of a source record, clone it, and apply the clone to a target record. But I'm encountering an issue in which a null field on the clone does not nullify the field on the ...
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2answers
30 views

Strange error on product clone

Anybody seen errors like this before? Any fixes? I'm expecting this to be something deep down in the Salesforce platform and not something I've done but any guidance appreciated. (I notice Sneezy ...
2
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1answer
84 views

Cloning records from 1 object to another object

I have 2 different objects objA and objB with same object model(all the fields api name and no of fields are same). Now when a change happens I want to clone the same records from objA to objB. It is ...
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0answers
43 views

Unable to cover Clone() method in test class

I'm having a simple code where I'm cloning an opportunity object with the necessary child elements. When I'm wrirting a test class for it, the clone method is not called and it is going into catch ...
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1answer
47 views

Issue with cloning a parent Item that has 50+ children

In the below function, the line Item__c newIt = it.clone(false,true,false,false); throws an error System.QueryException: Aggregate query has too many rows for direct assignment, use FOR loop. This ...
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1answer
21 views

Is there any way by which we can clone managed package objects or fields?

I want to uninstall managed package. Is there any way by which we can clone managed package objects or fields?
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1answer
60 views

How to Clone/Copy Standard page for Accounts

I want to built certail function which seems not possible by creating custom fields in acounts....so wanted to know if it is possible copying or cloning the Acounts page so that i can build my custom ...
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1answer
92 views

Cloning Quote Line Items - multicurrency

I am trying to clone quote with line-items with multiple currency enable. When I try cloning with out line items it is working fine.As I can see multiple currency is enable line items have different ...
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0answers
115 views

Cloning an Opportunity record

I have successfully created a button that I am using for "renewing" an opportunity record. The custom button uses a URL hack to set certain values. One of the values it sets is putting the name of the ...
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0answers
30 views

Work flow field update after clone: works for SysAdmin but not for other users?

What I am trying to accomplish: after an object has been cloned, via the standard Clone button, a custom field 'version number' must be incremented. I want to accomplish this via work flow and I got ...
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0answers
48 views

How can we add Cloning option of Notes/Attachments when cloning Opportunities?

We would like to Clone Opps, currently it asks if we would like to clone with or without Products, but we need it to also ask if we would like to clone the notes/attachments. How can we achieve this ...
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1answer
90 views

How can i clone record use deepclone() method and update clone recorded id with its related list?

The problem arising clone recorded id does'not updated so and does'not appear related list and updated field so how should i do this? Apex class Public Class CloneVersionwithTextController{ Public ...
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3answers
428 views

Clone (Parent -> Child ) record with its related list using list button?

I have a requirement to clone (Parent -> Child ) records by clicking a button at the Parent Level with its realted list. I believe Salesforce supports Clone at the Parent Level, it does not have Clone ...
1
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1answer
65 views

Can the pricebook be changed when cloning an opportunity with product?

I have a location field on Opportunity which is tied up with a pricebook. If I clone the Opportunity with products, it won't allow me to change the location because it's associated to that pricebook. ...
2
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2answers
103 views

Salesforce cloning and integration

We have multiple salesforce orgs for multiple non profits. All of them need to have same functionality but different organization. Is there a way to clone all these organization? If I make changes, ...
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1answer
48 views

Does deep cloning also create new parent record?

I am running below code Account a1 = new Account(name='a1'); insert a1; Account a2 = new Account(name='a2', parentId = a1.id); insert a2; Account a3 = new Account(name='a3', parentId = a2.Id); insert ...
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0answers
29 views

What are all the possible entry points for cloning a record?

In an org I have worked on, we needed to stop users from being able to clone a custom object record. (it just doesn't fit the business logic). To do this, I removed the "Clone" button from the page ...
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1answer
37 views

URL Redirect not working for specfic record

I have a custom button on oppty which when clicked is redirected to a VF page. The page clones existing fields and presents an edit window with prefilled fields to the user. The button works fine for ...
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2answers
84 views

Error when I try to clone an object

I'm trying to clone an object, here is the code: @RemoteAction global static void cloneRow(String idProj){ System.debug('@@ clone: '+idProj); ConfigeroPSA__Expense__c oldExp = [SELECT ...
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0answers
171 views

Deep Clone Test Class not finding newly created record

I have a deep clone class that is called from a VF page. The class executes perfectly, I just cannot get my test class to work properly. I'm trying to verify that the cloned record is created within ...
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1answer
48 views

how to handle unique fields while cloning?

I have developed below code fro cloning but unfortunately because of unique field i am getting error of duplication. here one text field set to unique. Apex class: public class ...
2
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2answers
77 views

Error inserting TaskRelation records

I have a client who wants the ability to clone a task that has multiple contacts. They would make slight changes to the cloned task (Assigned To, etc) but the multiple contacts would remain the same. ...
3
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1answer
410 views

Create Custom Cloning Button - New Admin

I am relatively new to salesforce and administration. I am trying to create a custom cloning button that checks against the user profile name. I am using URL as content source. ...
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0answers
76 views

Custom Clone button with ability to validate picklist values for Record Types

We have a custom controller for a custom clone button that also checks whether the picklist values are active on a parent record when a Case is being cloned. If any of the picklist values on the ...
0
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2answers
290 views

Custom Clone Button - Default values to blank

I would like to create a custom clone button on the case object that clones all of the case but I want two fields - Escalation_Stats__c, Escalation_2 to default to blank. Below is the code I am trying ...
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2answers
122 views

Clone an email using the API: the email attribute _AdditionalEmailAttribute1 is not copied (SFMC)

We need your valuable help on SFMC. We have a HubExchange app and a large client (millions of users) is using it and having some serious issues. They have Web Analytics Connector enabled, which adds ...
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1answer
141 views

Standard Clone Button - Setting Field Values - Custom Button Or Something Else?

Need: Ability to Clone records, and set a value into a field during the cloning. In my specific case, I want to populate either a Lookup field with the ID of the record cloned from (so passing ...
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1answer
63 views

unable to clear out email field on clone using URL hacking

I am creating a button to clone a contact record, however I don't want to clone the email field, therefore I use the following syntax: ...
1
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1answer
94 views

Field not writable after Database.rollback() and clone()

This is my custom save method: private void saveNewMode() { Savepoint toBeforeState = Database.setSavepoint(); try { insert parent; for(ChildA__c prs : childrenA) { ...
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1answer
186 views

Cloning on trigger is inserting record twice

we have a approval system and when every step is approved it updates Revision number. There is a trigger on the change of Revision Number, which is responsible for cloning the the existing record and ...
0
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1answer
143 views

Trigger to clone object is throwing error

Apex trigger is throwing following error when tried to clone the record, Although there is no id inserted but still I'm getting complain about id. **Validation Errors While Saving Record(s) There ...
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1answer
229 views

Clone Dashboard with Reports

I have to clone a dashboard for multiple markets (say I have to clone a dashboard aimed at France for every country in Europe). This dashboard has about 10 underlying reports with the same filter ...
2
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1answer
305 views

Clear the contents of a lookup field when cloning a record

An interesting question was asked about clearing the contents of a custom lookup field when URL hacking the clone button on an opportunity. The question was deleted by the asker, but the behavior is a ...
2
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0answers
181 views

How to clone child records on any object with url content using standard clone button

i have tried to search a lot but not getting any solution for my problem. I would like to clone a parent object by clicking the standard clone button(Because all the fields are already prepopulated by ...
0
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1answer
757 views

Create custom Clone button for Quote object

I have created a custom Clone button for the Quote object to clone a quote and update the record type of the new quote. The button clones the quote with the current Record Type of the record it is ...
0
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1answer
236 views

Populate case clone field with email body - EmailMessage Trigger

This will be my first Apex trigger. I want to create a new case (by cloning another) when an email is sent to a case with Status = Closed. I've taken some code from a previous Stack Exchange thread to ...
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2answers
502 views

How To Clone Opportunity With Extra Related Custom Objects

Each Opportunity in our Salesforce system may have zero or more related Opportunity Items which are custom objects. The relationship and use of Opportunity and Opportunity Items is like Orders and ...
2
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2answers
670 views

Deep clone parent and children without using Apex - possible?

I've seen some tools like Super Clone that can do deep clone (aka clone child records), but what I am looking for is a tool that clones record and then reparents the child records. I've seen there ...
4
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3answers
520 views

Summer 14 and Price books

Since Summer 14 released this weekend every time I try and clone a product I get the below error message and I don’t understand what its saying? I think something changed with the price book in the ...
3
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3answers
666 views

Clone Account without cloning opportunities

I am testing out cloning an account, but I would like the system to not clone some to the objects/fields. For example, I would like the clone button to clone the Address, phone and other info but not ...
2
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1answer
210 views

How to Clone records on a pageBlockTable via Button

I'm very noob with apex and VF. My problem is: I've a pageBlockTable that shows a list of record from a Custom Object. Now I've a column of the table on which there's a button ("Clone") that should ...
8
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2answers
852 views

How to “deep clone including Attachments” without hitting the heap space governor limit?

I'm working on a "deep clone" Visualforce page where starting from an object, that object and its child objects and its grandparent objects and so on are cloned and that logic works fine. But any ...