clone plus

This is a component built natively on Salesforce. It provides a powerful and customizable way to clone Case, Account, Contact or Opportunity records. It includes record data, its related Email, and Attachments of your choice.

Instructions

Configuration and use

Choose which fields from the original record will be part of the cloning process.

App Launcher | Search for "CloneSettings" | Click on it

2. When on Clone Settings home page, Click "New Clone Setting" button (top right). Select The object type you want to configure for Clone Plus. The relative multiselect picklist lets you choose which fields to involve in the cloning process. Then Save.

Add "Clone Plus" LWC component into record page layout.

From Custom Component on the left panel drag-and-drop to the page. Click Save

Email Services Setup for Account, Opportunity, Contact.

Path: Setup | Custom Code | Email Services | Click on "New Email Service"

3. Setup "Email Service Address" | Enter "Email Address Name" and "Email Address" suffix | check "Active" box and select "Context User" | Click Save.

2. Input your preferred value for "Email Service Name" | At the "Apex Class" line: Click on the magnifying glass icon and select InboundEmailService | Select ALL for "Accept Attachments" | Check "Active" box and "Convert Text Attachments to Binary" | Click on Save and New Email Address.

4. Use the generated Email address as the re-routing address for your email server.

Routing email address confirmation code

Usually your email server will request that you confirm your re-routing address by sending an email to the forwarding address generated by Salesforce. In order to retrieve the confirmation code access, you will need to open the "emailServiceDebugs" home page. Perform a search in App Launcher for "emailServiceDebugs" and open the most recent record on the list.

2. From the Email message Body find your confirmation code and copy paste to your email server forwarding configuration page. This example uses a Gmail account.

Setup Wide Email address and related to Specific record

Org Wide Address and Incoming Email Management

Setup | Email | Organization-Wide Email Addresses | Add. Enter a "Display Name" value to be meaningful to your Users. "Email Address" contains the email address your customers will be replying to: The one who has been setup to re-route incoming emails to the previously created email service address.

Send Email

Choose the previously setup Service Address
Email body must contain the Record Id from which it originates in the form of <ref:***************:ref>.
You can use the "Merge field" each time or add it to your email templates. https://help.salesforce.com/s/articleView?id=sf.access_sharing_merge_fields.htm&type=5
Record Id will relate email to record.

How it works

Click on Clone++ logo to open it.

Select one or more Emails to carry on to the cloned record.
Clone Account Button opens a window where you can modify or confirm the original values.
Shows you which emails have attachments. Email attachment(s) will be related to the new record as well.

After selecting emails Click on "Clone this ---"

This section displays all the fields selected during the "Clone Settings" first step on this guide. All these fields are editable: A double click will erase the whole content.
Use the checkbox to select the files that are going to be linked to the new record.
Click on "Save" to initiate the cloning process and see the new record details.

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