How to clone a report in salesforce lightning

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How to Clone a Dashboard or Report in Salesforce Lighting

  • Navigate and open the report or dashboard you want to make a copy of.
  • In the upper right side click the down arrow next to subscribe to reveal more options
  • Select “Save As” option
  • Enter the name of your new dashboard and the Folder you will want to save this report
    The default is “Copy Of [Current…

Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.Mar 2, 2021

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How can I duplicate a report in Salesforce?

In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. … Click Next.Relate Duplicate Record Items to the primary object that you selected.More items…


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…•


How do I clone a dashboard in Salesforce lightning?

How to Clone and Delete a Dashboard in SalesforceOpen the dashboard you want to clone.Click Clone. Salesforce creates a copy of the dashboard.Click Save.Enter a descriptive name for the new dashboard.Click Save or Save & Run.


What is Clone report?

Creates a copy of a custom, standard, or public report by sending a POST request to the Report List resource.


How do I create a report in Salesforce?

To create a new report:From the Reports tab, click New Report.Select the report type for the report, and click Create.Customize your report, then save or run it.


How do I clone a dashboard in Jira?

Choose the Jira icon ( or ) > Dashboards. Click ••• and: Create dashboard to create a blank dashboard. Copy Dashboard to create a copy of the dashboard you’re currently viewing.


How do I find dynamic dashboard limits in Salesforce?

Steps to use Workbench to query:Go to Workbench.Tick I agree to the terms of service.Click Login with Salesforce.Choose “SOQL Query” on Jump to.Choose “Dashboard” for the Object.Hit Select.Choose the columns you want to show on under Fields.Filter results by Type = LoggedInUser.


How do you duplicate a report?

Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.


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.


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…

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