How to Clone Accounts in Salesforce

Mike Wheeler Media+ A NEW way to learn Salesforce (7 Day Free Trial)

Salesforce Career Paths Course

Website

** There is a platform I like as much as Salesforce. It’s KARTRA **
I use Kartra for managing my email lists, my sales landing pages, and TONS of automation for my business.

You can try Kartra for free for 14 days by going here:

Salesforce doesn't support the cloning of accounts, without performing additional configuration steps. You will need to create a Clone button and then add it to the page layout.

[metesek]

Thank you for sharing the video. After I created the 'Clone' button, will it also copy the related opportunities and other entered information?

[CaitlinHayward-vk]

Thanks for this! Any chance you have something similar but to clone the Account with related objects?

[wagnerbaldin]

I enjoyed this lesson so much that I felt compelled to share it! Thank you very much!

[naveenkumarabbireddy]

Thanks for your video ..Any idea about clone all fields except some fields?

[roxykugler]

Any idea how to prevent the "We hit a snag" error? Error shows that the new cloned record can't be saved due to duplicate company ID :( Appreciate any advice you might be able to offer. Thank you for making the button creation so easy!

[shanthipalani]

Mike, The videos are super helpful. Thank you!

Import of with Date/Time field to Salesforce from CSV file would be a great addition to the 'How to' videos you have been posting


Shanthi P. Palani

[Rubanth]

@Mike : Is there any way that admin can change the "Created By" field...Currently in the admin profile permission the edit access not selectable(grayed out).?