Clone - Ability to Control Which Fields are Cloned - Ideas - Salesforce Trailblazer Community
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Clone - Ability to Control Which Fields are Cloned

Customization & App Building

I would like the ability for an Admin to control which fields are copied when an object is cloned.

E.g. for Opportunities, I don't want the 'Opportunity Status' copied. Even though it's mandatory, by copying it the user is not prompted to update it. Typically users are cloning existing opportunities to new opportunities and for busy sales guys it's easy for them to miss this out.

If the Admin could set a flag on the field to say it should not be copied when an opp is cloned, the user would then be prompted to update this mandatory field.

This could be applied to many other fields of course.

Merge Idea · Flag

Latest Comment from Salesforce

  • Tyler Ziemann - 11 years ago

    You can use the clone method with code and create a custom button to achieve the same result. Making this standard in the app would be difficult since so many of our customers have 100s of custom fields on these objects and I assume admins would also want the flexibility to set these based on profile and record type.
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