[SalesForce] Clone Account without cloning opportunities

I am testing out cloning an account, but I would like the system to not clone some to the objects/fields. For example, I would like the clone button to clone the Address, phone and other info but not the Name. I would also like the clone to not clone the opportunities either, as currently the opportunities are auto populated for each location when the account is created. How can I do this? I have followed these steps as outline in the article: https://success.salesforce.com/answers?id=90630000000gr6CAAQ.

Help would be greatly appreciated.

Best Answer

For what you would like, there is simple way I can see you doing this. On your button you can set your values via the URL and salesforce will map them to their correct field as long as you match the input field id.

Note: Depending on the amount of work this will probably be the simplest way of achieving this goal

Example Button (Clearing out values from account to clone from):

Behavior: Execute Javascript

Content Source: OnClick Javascript

var url = '{!Account.Id}/e?clone=1&Name=&Phone=';

window.location.href = url;

Note: Custom fields will have an Id while standard fields do not when referencing them as shown via the example button on top.

The other way you can approach this is populating the values head of time of what you want to copy.

Example Button (Setting specific values from account you want to clone from):

Behavior: Execute Javascript

Content Source: OnClick Javascript

var url = '001/e?Phone={!Account.Phone}&Type={!Account.Type}';

window.location.href = url;

Note: Custom fields will have an Id while standard fields do not when referencing them as shown via the example button on top.

Related Solutions

[SalesForce] Is it possible to create a flow that creates an opportunity and an event from the account screen

In short, yes.

Long version - you'll need to use a Fast Lookup element to get whatever details you need from the Account and then a couple of Create Record elements in your flow, one for the Opportunity and one for the Event (remember to store the Opportunity Id in a variable for use in creating your event). Plus of course whatever other logic you need, but that should be the basic building blocks for what you're after.

You can then use a custom Detail Page Button which opens your flow URL (e.g. /flow/YOUR_FLOW_NAME_HERE?PARAMETER_1=XXXX&PARAMETER_2=XXXX) on the Account screen to kick the process off.

Flow is immensely powerful once you get the hang of it, I would recommend watching the training video(s) that appear the first time you open the Flow Designer if you've not used it before.

[SalesForce] Trigger to update opportunity stage based on Account Status

You're very, very close. What you need to do is gather up the Account Ids and query for the Opportunities using them since each Account could have multiple Opportunities.

You also need to remove your DML from the loop to bulkify your trigger.

 trigger updateopportunities on Account(after update) 
{
    Set<Id> accountIds = new Set<Id>();

    for(Account ac : Trigger.new)
    {
         if(ac.Status__c=='Cancelled')
              accounIds.add(ac.Id);
    }

     List<Opportunity> oppsToUpdate = new List<Opportunity>();

     for(Opportunity opp : [select id, StageName from Opportunity where AccountId in: accountIds])
     {
          opp.StageName='Closed - Cancelled';
          oppsToUpdate.add(opp);
     }

     update oppsToUpdate;
}

Best Answer

Related Solutions

[SalesForce] Is it possible to create a flow that creates an opportunity and an event from the account screen

[SalesForce] Trigger to update opportunity stage based on Account Status

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