How to Clone List View in Salesforce within few clicks?

Clone Multiple List View in Salesforce

Cloning list views in Salesforce can be a daunting task, especially when you need to create multiple customized views for different teams or purposes. These type of work requests would take much more effort and time, but with our Salesforce AppExchange application Bulk Object Field Creator (BOFC), admin can clone multiple List Views of same org (or any external salesforce org) in few clicks.

In this blog post, Check this step-by-step process to know How to Clone List View in Salesforce.

Note:

To avail this feature, kindly make sure you have installed the latest version of the application. You can upgrade your package using either of two ways:

  1. In Salesforce, go to “BOFC Home > Settings > App Version > Click to Upgrade” — or —
  2. Refer the below button to quickly upgrade your package to the latest version and explore its complete benefits:

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Few simple steps to Clone List View in Salesforce within few clicks :
1. Open the BOFC Home > Click “Clone List Views”
 

 

 

2. It will open below screen to Clone list views. Select the type of operation as “Clone multiple list views” option in radio button.
 

 

3. Select the source org from which list views needs to be cloned. In case source org is not available in drop down, kindly click on “Manage Org Details” to add new source org. 
 
Once source org is selected, it will display the list of source objects. Select single or multiple source objects. Once ready, click “Fetch List View(s)” button to initiate the process to fetch all the existing list views of selected objects.
 
4. Select the single or multiple ListViews. Once ready, click on “Clone List Views” button to initiate the process.
 
5. Once the “Clone ListView(s)” buttons is clicked, it will open a popup with some fields to fill. Once the information is filled, click on “Click here to clone in current org” button.
and here is the result:
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Have you started using BOFC yet? Thousands of BOFC users have been able to save time & boost productivity using our Salesforce Metadata app. Click here to install the latest version of BOFC application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can write your comment in the comment box or for further assistance contact us at https://www.bofc.io/#contact or mail us: support@bofcapp.io. Our BOFC Expert will help you get the best out of it.

Experience it for yourself

Bulk Object Field Creator (BOFC) is a must-have tool, designed specifically for Salesforce.com Administrators, that simplifies many of the tedious tasks of managing a complex Salesforce environment.

This tool is available on Appexchange and Click on below button to install the
latest version of BOFC

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