Brian and I talked about this on this week’s WizardNews WizardCast , but we thought perhaps a text-based walkthrough might be in order. So let’s talk about clones, baby.
The clone button on Salesforce records is great, for obvious reasons. But it has one major shortcoming: it brings over EVERYTHING.
Let’s say you want to clone a case, because a second client is having the exact same problem 3 months later. For one, it’s probably not going onto the same account, or have the same contact. For another, the Case Status probably needs to be reset to its earliest setting, since the original Case is (hopefully) closed.
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