Tuesday, December 26, 2017

Salesforce Adding Custom Clone Button In Account

This is a very simple post. We all have seen clone button is present in Standard and Custom Object record except Account. User may expect clone button in Account object also. For them I have done little work around.
When we will create custom button we will find three content source.

  • URL
  • OnCick JavaScript
  • Visulforce page
By using all there we can do clone functionality. But the best choice will be my favorite URL.

Process

  • Go to Customize,  Account ,Buttons, Links, and Actions 
  • Click on New Button or Link
  • Enter Label as Clone
  • Choose Display Type as Detail Page Button
  • Choose Behavior as Display in existing window without header and side bar.
  • Content Source as URL
  • Enter this URL--https://ap1.salesforce.com/{!Account.id}/e?clone=1&retURL=%2F{!Account.Id}
  • Click on Save
  • Now add Clone button in layout.
Let's disccuss something about this URL 
https://ap1.salesforce.com/{!Account.id}/e?clone=1&retURL=%2F{!Account.Id}

Red color text represent your instance name-
e- Edit mode-Record will open in edit mode

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