How to “Clone Profiles” in bulk in Salesforce in few clicks?

Clone-Permission-Set

ABC Company is using Salesforce to manage its Sales, Service Cloud activities. They have lot of Profiles which are being used to manage the permissions for the different type of users.

ABC Company is expanding its business and want to setup a new Salesforce org (Org 2) which is replica of existing salesforce org (Org 1). In order to replicate, they need to perform multiple activities like:

How can I clone multiple profiles from any source org to current Org?
As both the orgs (Org 1 & Org 2) are not inter-linked to each other, Alex (an administrator of ABC Company), will have to manually copy each and every entities of the profiles and complete his action.

For eg: In case, if a developer has to clone a profiles with many objects, record types, layouts permissions etc, then admin would have to open each and every profile and clone them to new org.

These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can clone multiple profiles within “Current Salesforce org” or from any “External Salesforce org” in few clicks.

Benefits of using BOFC Application to Clone Profiles:

  • User can clone multiple Profiles in single GO using BOFC
  • This feature has an option for a user to override any existing Profiles or create the profiles which are not available
  • User can clone profiles from Same or External (non-linked) salesforce org
  • Simple Point & Click UI only.
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:

Few Simple Steps to Clone Profiles in salesforce

1. Open the BOFC Home > Click “Clone Profiles”

2. It will open below screen for BOFC Clone Profile


User can clone Profiles 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)

3. Select the “Source Org” from where you want to clone the profiles

4. Click “Show Profiles(s)” button and it will start the process to retrieve the “All Profiles” in the selected Org.

5. Select (single or multiple) profiles which needs to be cloned. Once ready, click on “Clone here to Initiate Clone” button to initiate the process.

Once this blue button is clicked, it will open a popup with some instruction in it. Just follow the instructions and you are done.


Override / No-Override – In case the Profile with the same name already exists:

  • Clone Profile (which are not available) + Override (any existing) Profile = In this case, the clone process will override the existing Profile which the same name.
  • Only Clone Profile which are not available in this org = In this case, the clone process will only create the Profiles which doesn’t exists in the current org.

6. Once the “Click here to Clone in Current Org” buttons is clicked, it will update the status against each row for all the profiles


Green means – Profile Cloned Successfully
Red means – Profile get error out because of the some reason.

For more details, refer official webpage of this application
https://www.bofc.io/

Below is the AppExchange URL for this application
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qDqqEAE

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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.

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