Skip to main content

Clone User in Salesforce

I need to create sample of users to test one of the application.It is TEDIOUS to do data entry one by one.If two still okay for me, if five ...ten...better I start  Googling.

Heh...although I know the Clone feature is exist in Salesforce but I just found out that for User there is no Clone feature directly.There work around to Clone it.Someone posted an idea for Clone User, please vote it if you feel it is useful for you.I voted it already =)

Vote  idea for Clone Users : https://success.salesforce.com/ideaView?id=08730000000BpK9AAK

Once you vote it, don't forget to read the comments.You'll be surprise a lot of suggestion of workarounds there.The entry that I wrote today was my experiment based on the workaround suggested.

In order to make Clone User feature , just follow the step below:

1 - Go to Setup --> App Setup --> Customize --> Users. Add Custom Links as below.
Label : Clone User
Behavior : Display in existing window with sidebar
Button or Link URL :/{!User.Id}/e?clone=1&retURL=%2F{!User.Id}&isdtp=mn


Don't forget to Save.

2-Add this new Custom Link at User Layout.Again don't forget to Save.

3-Now you can go and check the Custom Link at the User page.
It's there!!!
4- You click that link, fill in necessary fields and Save.The UI is similar like below.
Cooolll like ABC!!
However  I still hope that Salesforce will provide Standard button to clone the user.

For this time being, this workaround  is SAVING my day. =)
Labels:

Comments

Post a Comment

Popular posts from this blog

Search Solution Basics

When is it a good time to create a customized search solution? You're developing an external knowledge base for user support. You're in the mood for a fun Friday night. The sales reps just started using the Sales Cloud in Lightning Experience. You want to put your company branding in the search bar. What differentiates SOSL from SOQL? Syntax SOSL searches the search index instead of the org database. SOSL searches more efficiently when you don't know in which object the data resides. All of the above. SOSL works with: REST only SOAP only REST, SOAP, and Apex SOQL only What does a search for a single object look like in SOSL? FIND {cloud} RETURNING Account FIND in ACCOUNT RETURNING "cloud" FIND "cloud" in ACCOUNT FIND (cloud) RIGHT NOW! What does a search for multiple objects look like in SOSL? FIND {sneakers} RETURNING ALL ARTICLES FIND {sneakers} in ALL OBJECTS FIND {sneakers} RETURNING Product2, Content
Post a Comment
Read more

Process Builder is not fired when field update is called from Approval Process

Scenario In Final Approvals section ; in Approval Process we have field update to update Status field. In Process Builder , we have some action that need to be done when Status field is updated in Approval Process.However this process builder is not fired. Solution To handle this, in Field Update in Approval Process , check Re-evaluated Workflow Rules after Field Change as picture below. What happen if field updated from Approval Process. Workflow - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Process Builder - does not fires untill Re-evaluate workflow checkbox is ticked on your field update Trigger - will fire if conditions are matched This is explained in article here  . Field Updates That Re-evaluate Workflow Rules If  Re-evaluate Workflow Rules After Field Change  is enabled for a field update action, Salesforce  re-evaluates all workflow rules on the object if the field update results in a change to the value of the fi
Post a Comment
Read more

Tips and Tricks : Test class for Invocable method

Issue : I got 100% coverage in my sandbox but when run validation for deployment it returns 0% coverage It turn out that in my sandbox, I am depending on Process Builder to Invocable Apex class, as long I manipulate test data that fire Process Builder it will call Invocable class. This is not useful when deploying it to Production although it gets deployed together with Process Builder. The correct way is to direct call Invocable method inside test class itself. Example of class : 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 global class MyCustomObject_StatusUpdate_Util { @InvocableMethod ( label = ' Update Quote Status ' ) public static void updateQuote ( Request [] requests ) { Set < Id > setOppId = new Set < Id >(); List < SBQQ__Quote__c > listQuoteToUpdate = new List < SBQQ__Quote__c >(); for ( Request request : requests ) {
1 comment
Read more