How to clone dashboard in salesforce

Clone a Dashboard

  • Open 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.
Clone a Dashboard
  1. Open the dashboard you want to clone.
  2. Click Clone. Salesforce creates a copy of the dashboard.
  3. Click Save.
  4. Enter a descriptive name for the new dashboard.
  5. Click Save or Save & Run.


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Can you duplicate dashboards?

To duplicate all dashboards in a folder, just select the folder. The folder’s dashboards will be duplicated to the root of the Navigation pane. The new dashboards appear in the Navigation pane highlighted in yellow, which fades out after a few seconds. Click once again to hide the checkboxes.

Can I clone 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 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 move a dashboard from one directory to another in Salesforce?

Click the dashboard you want to move. Click Edit….Select the target folder or subfolder.Search for folders by name, or select a folder on the left and scroll to find the target folder on the right.To locate a subfolder, continue to navigate to the right.To create a folder for the dashboard, click New Folder.More items…

How do I copy 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.

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 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.

What is difference between clone and deep clone in salesforce?

insert accCloneCopy; It creates a new copy of the record with same values, since it keeps the reference, new record ID is generated for cloned record….Difference Between Clone and DeepClone in Apex in Salesforce.CloneDeep CloneSupports primitive data type.Doesn’t support primitive datatype.Parameters are not applicable.Parameter are applicable.2 more rows•Mar 25, 2016

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 share a Salesforce dashboard with another user?

Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. … Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.

How do I archive a dashboard in Salesforce?

Archiving / Deleting Unused DashboardsNavigate to the Dashboard. Click Edit on the dashboard.Click the Dashboard Properties button.On the Dashboard Properties popup, update the dashboard Title to include “YYMM –“ at the beginning of the name.Choose the zz-Archived Dashboards folder.Click OK.

How do I save a dashboard in public folder in Salesforce?

To save to a public or custom folder, select the folder in the Save dialog box. To open a report or dashboard, you need: Access to the folder in which the report or dashboard is saved. The necessary user permission.

Clone a Dashboard

It can often be faster to create a dashboard by cloning an existing one and then modifying it.

Delete a Dashboard

Occasionally you’ll find that you no longer need a Dashboard; you can delete it.

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