Explore the Steps of “Clone Multiple Custom Fields”

IDEA:  For any Salesforce Admin or developer, there is a requirement to Mass Clone Fields from a Custom or Standard Object. It would be tedious job to copy each field one by one using Salesforce Standard process. These type of work requests would take more effort and time, so one of the best option to overcome this situation is by using the this app-exchange tool called Bulk Object Field Creator (BOFC)

Benefits of using BOFC Application for Cloning fields:

  • Supports all field types
  • Multiple fields of Source object can be cloned to Target object
  • Each field attributes or properties are cloned
  • Field Permissions for each field at all profiles are also cloned
  • Easy, Simple, Clickable process to clone fields

Few Simple Steps to Clone Multiple Custom Fields in Salesforce

1. Open the BOFC Home > Click “Bulk Field Clone”.

Bulk Clone Fields

2. It will open below screen for BOFC Clone Fields.

BOFC Clone Fields

Above image has many features (each number has its description as below):

    1. Select Source Object
    2. Select Target Object
    3. Select type of Field Permissions needs to be assigned to new fields.
    4. If Field permission is selected to assign new field permission, then it is required for user to choose new set of profile(s).
    5. Click “Fetch Source Object Fields” – On clicking this button, it will fetch all the source fields of the selected source object

3. Select the “Source & Target object” from the drop down. Select field permission option & Click “Fetch Source Object Fields” button to display all the fields of a selected source object.

For ex: Source Object: Company
            Target Object : Contract1

Select field permission option

Above image has many features (each number has its description as below):

  1. User can filter source fields on the basis of Field Names
  2. User can filter source fields on the basis of Field Types
  3. Pagination – This page has a pagination if count of fields is more than 80.  Each page shows 80 fields. User can use “>” or “<” or “<<” or “>>” buttons to navigate on other pages.
  4. User can select source fields by checking check-boxes in-front of each row
  5. Total Field Count on page & Selected field count (for clone)
  6. Button “Clone Fields to Target Object” – On clicking this button, it will clone all the selected source fields to target object

4. Select the Fields which you want clone by selecting checkbox in-front of each row.

clone by selecting checkbox

5. Once source fields are selected, Click “Clone Fields to Target Object” button to Clone fields from Source Object to Target Object.

6. Once the Clone action is completed, it will show “Success or Error” status message infront of each row.

Clone action is completed

All the field attributes like (label, API name, description, help text, etc) are cloned and also fields permissions are cloned for each profiles.

For any queries or suggestions, you can write your comment in the comment box or for further assistance contact us at https://www.bofc.io/#contact-frm or mail us: support@tech9logy.com. Our BOFC Expert will help you get the best out of it.

We appreciate your valuable inputs.

Have a look at step by step detailed video to “Clone Multiple Custom Fields in Salesforce Using BOFC

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