Sales dashboards are central to how modern organizations track performance, forecast revenue, and make informed decisions. For companies operating multiple Salesforce orgs, keeping dashboards consistent across environments becomes a critical — yet challenging — task. Whether you’re migrating to a new org, preparing a sandbox for testing, or standardizing reporting across teams, manually cloning a dashboard in salesforce can slow down your entire workflow.

Why Dashboard Cloning Is a Challenge in Salesforce?

Dashboards in Salesforce consist of several interconnected components:

• Dashboard layouts
• Multiple dashboard widgets
• Underlying reports
• Report folders
• Report types
• Source objects and filters

When you need to copy these dashboards into another Salesforce org — especially one that isn’t linked — Salesforce does not provide a native “cross-org clone” option.

Salesforce Admins often have to manually:

• Recreate each dashboard
• Rebuild reports and folders
• Match dashboard components
• Ensure compatibility of metadata
• Validate every layout and configuration

This requires significant time and effort, increases the risk of reporting inconsistencies, and slows down deployments or integrations.

That’s where Bulk Object Field Creator (BOFC) comes in, It provides a powerful, automated way to clone a dashboard across the same org, a linked org, or even a non-linked external org – all through a simple, point-and-click interface.

With BOFC, users can easily:

• Clone Custom and Standard dashboards
• Clone dashboards from any Salesforce org (same org, linked org, or non-linked external org)
• Automatically clone dependent metadata including reports, report folders, and report types
• Choose whether to override or skip existing items
• Clone multiple dashboards in a single operation
• Zero manual rebuilding required
• Ideal for org migrations, sandbox refreshes, multi-org maintenance, QA/testing environments, and merger & acquisition integrations

To Clone a Dashboard in Salesforce with BOFC, follow this simple guide:

Step 1: Open BOFC Home → Click “Clone Dashboards”

Navigate to the BOFC home screen and select Clone Dashboards under the Clone category.

Step 2: Open the Clone Dashboards Screen & Select the Source Org 

Choose where the dashboards should be cloned from.

User can clone the dashboards from different type of source orgs: 

• Can clone from “Current Salesforce Org” in which BOFC is installed
• Can clone from “External Salesforce org” (Salesforce org which are linked / non-linked to current org in which BOFC is installed)

Step 3: Select the Dashboard Folder(s)

BOFC displays all dashboard folders from the selected org. Choose one or multiple folders containing dashboards you wish to clone.

Step 4: Choose How to Handle Existing Metadata

Select how BOFC should treat existing:

• Report Types
• Report Folders
• Reports

Available Actions

• Clone & Override – overwrite existing items
• Clone & No-Override – skip existing items and create only missing ones

Note – BOFC automatically creates any components that do not exist in the target org.

Step 5: Fetch Dashboards from the Source Org

Click the blue action button to load all dashboards from the selected folders.

Step 6: Select Dashboards to Clone

BOFC displays a list of dashboards in a table. Select one or multiple dashboards and click: “Click here to Initiate Clone”

Step 7: Follow Final Instructions & Click “Clone”

A popup will appear with instructions. For each dashboard row, click Clone to begin the operation.

BOFC displays real-time status updates for each cloned item. Once all rows show “Success” the cloning is complete.

Summary

Cloning dashboards manually in Salesforce is a tedious and error-prone task, especially when dealing with multiple orgs or complex reporting structures. BOFC eliminates this challenge by offering a seamless way to clone dashboards — including all related reports and metadata — in just a few clicks.

With BOFC, teams gain:

• Faster deployments
• Standardized reporting across environments
• Reduced admin workload
• Consistent dashboards across orgs

If your organization works with multiple Salesforce environments, BOFC is the most efficient and reliable solution for cloning a dashboard with zero manual effort.

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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 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.