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How to clone a report type in Salesforce?
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. Above image shows that the selected reports has two report types which needs to cloned.
What is the use of clone reports?
This feature has option for an user to choose whether they need to (override or skip) any existing components (like report, report type, folder) Clone Reports copies Report Columns, Report Filters, Bucket Fields, Sort Field, Aggregate fields and many more.
How to clone a report using BofC?
User can clone any type of Report (Custom or Standard) using BOFC Along with report, it will also clone “Custom Report Type” and “Report Folder” referenced in report This feature has option for an user to choose whether they need to (override or skip) any existing components (like report, report type, folder)
How to upgrade to the latest version of your Salesforce package?
In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or — Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits:
Can we clone the report in Salesforce?
Go into the report that you want to clone. Click Customize. Change the parameters that will make the report unique and Click Save As “new report filename”.
How do I clone a report folder in Salesforce?
Few Simple Steps to Clone Reports in SalesforceOpen the BOFC Home > Click “Clone Reports”It will open below screen for BOFC Clone Reports. … Select the “Source Org” from where you want to clone the Report.Select the “Source Folder” (from where report needs to cloned)More items…•
What is Clone report?
Clone Reports Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.
How does clone work in Salesforce?
Clone Opportunities with ProductsWhen viewing an Opportunity, click on the “Clone” button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu to choose to clone it with or without products. … Click “Save”.Repeat this process as needed.
How do I transfer a report in Salesforce?
How?Switch back to Classic.Select the Reports tab.Locate the reports (or dashboards) that you want to move.Click on the report and drag and drop into the correct folder.
Can you mass move reports in Salesforce?
You can move individual reports or dashboards between folders and subfolders in Lightning Experience. If you want to bulk move reports or dashboards at one time, use the Metadata API as described in the following example. This example uses Workbench as the client tool for bulk move.
Can you clone a dashboard in Salesforce?
Clone a Dashboard Open the dashboard you want to clone. Click Clone. Salesforce creates a copy of the dashboard. Click Save.
How do I duplicate a report in agency Analytics?
In step 1 of the “Create Template” wizard (Choose Source), select “Start from a Template”. Select the template that you’d like to clone, then click “Continue”. The template design editor will then open, where you can make any additional changes or customize your new (cloned) template to meet your business needs.
Can I copy a report in Servicenow?
Navigate to Reports > View / Run. Click the arrow next to Save. Select Insert and Stay. Creates a copy of the report that you can modify.
How do I clone data in Salesforce?
Open a record, and select the Clone or Clone with Related action. Clone with Related isn’t available in the Salesforce mobile app. … If you selected Clone with Related, select the related records that you want to carry over to the new record. … Enter or change other information in the new record. … Save the new record.
How do I clone a file in Salesforce?
SummaryCreate the Apex class and test class below that will clone a document/file.Create a new field on the object to receive the source record’s Id value.Update the Clone Configuration to assign the record Id value to the new source field.More items…
How do I enable clone in Salesforce?
To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.
What are limitations of Free version? How does it differs from Full Paid Version?
Free-version is a limited version and valid for 15 days. After 15 days, application will automatically get locked. In Free Version – user can bulk…
How many salesforce users can use BOFC within an org?
BOFC is an org based app. We have no limit on users within an org.
What does Licence Portability mean?
In case user want to use same licence key for multiple clients, then he can use the key in first client org, after work is finished, this key can d…
Which payment methods do you accept?
BOFC accepts online payments via Credit Card, Debit Card, Netbanking and Paypal. To pay by check, wire transfer or ACH, please call +91 9953170767.
How can I reach out for support and service?
We have a dedicated team of customer support & service available 24 * 7. You can simply contact us via Email, Phone Support and Quick Response.
Can I upgrade my plan at any time?
You can upgrade at any time. For this, you can write to our sales department at sales@tech9logy.com or call at +91 9953170767 to see how it works f…