How to Clone a Dashboard in Salesforce (Across Same or External Orgs) Using BOFC?

Clone a dashboard

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 recreating dashboards 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 replicate these dashboards into another Salesforce org — especially one that isn’t linked — Salesforce does not provide a native “cross-org clone” option.

Admins like Alex at ABC Company 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.

BOFC — The Fastest Way to Clone a Dashboard Across Salesforce Orgs

The Bulk Object Field Creator (BOFC) App from Salesforce AppExchange 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.

Key Benefits of Using BOFC to Clone a Dashboard

  • 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
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:

Stay up to date with the latest in BOFC - Latest features, offers, news, tips and more

How to Clone Dashboards Using BOFC (Step-by-Step Guide)

Below is a simple walkthrough of how admins can clone dashboards effortlessly using BOFC.

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

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

step 1 clone dashboard

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

Choose where the dashboards should be cloned from.

Select the Source Org

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.

Select the Dashboard Folder

Step 4: Choose How to Handle Existing Metadata

Select how BOFC should treat existing:

  • Report Types
  • Report Folders
  • Reports

Handle Existing Metadata

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.

Fetch Dashboards from the Source Org

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”

Select Dashboards to Clone

Step 7: Follow Final Instructions & Click “Clone”

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

Final Instructions & Click “Clone”

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

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.

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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