+ Start a Discussion
Eric FortenberryEric Fortenberry 

Cloning accounts

Is there a way to add a Clone button for accounts, just like there is one to clone contacts?  We want to create child accounts by cloning the parent account.  Thanks for the help!

Best Answer chosen by Admin (Salesforce Developers) 
skodisanaskodisana

Hi,

 

Below is text from salesforce help and training for cloning Accounts.

 

How do I create a clone button for Accounts?


Within the Accounts object there is no standard clone button like there is on Leads or Cases. However you can create one. To do this first go to Setup | Customize | Accounts | Buttons and Links | New. Enter the following in each of the fields:

  • Label: Clone
  • Name: Clone
  • Description: Button to clone Accounts
  • Display Type: Detail Page Button
  • Behavior: Display in existing window without sidebar or header
  • Content Source: URL
  • Link: /{!Account.Id}/e?clone=1

Once the button has been created it will need to be added to the Account page layout. To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.

NOTE: Cloning an account will transfer Account fields to the new record. However, it will not clone any of the related lists.

 

Thanks,

Srikanth. K

All Answers

TrimbleAgTrimbleAg

There is not a native button for cloning accounts.

 

However you could create one using a URL button.

 

PB

sfdcfoxsfdcfox

The closest approximation you'll get is probably something like this:

 

{!URLFOR($Action.Account.New,null,[clone=1,id=Account.Id],true)}

 

skodisanaskodisana

Hi,

 

Below is text from salesforce help and training for cloning Accounts.

 

How do I create a clone button for Accounts?


Within the Accounts object there is no standard clone button like there is on Leads or Cases. However you can create one. To do this first go to Setup | Customize | Accounts | Buttons and Links | New. Enter the following in each of the fields:

  • Label: Clone
  • Name: Clone
  • Description: Button to clone Accounts
  • Display Type: Detail Page Button
  • Behavior: Display in existing window without sidebar or header
  • Content Source: URL
  • Link: /{!Account.Id}/e?clone=1

Once the button has been created it will need to be added to the Account page layout. To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.

NOTE: Cloning an account will transfer Account fields to the new record. However, it will not clone any of the related lists.

 

Thanks,

Srikanth. K

This was selected as the best answer
David Roberts 4David Roberts 4
see https://developer.salesforce.com/forums/?id=906F0000000DEJ7IAO