I am wondering if there's any way to clone several records at once. I work at a social services nonprofit agency. We have an object now that is a summary of a client's progress for that particular month. Each month, goals are updated on and new goals are set. Right now we have an object for the Monthly Summary and then a another object (Goal Records) that is the detail of a master-detail relationship with the summary object. We have it set up this way so we can add several goals per month. So, for instance, on a Monthly Summary, there may be 10 related goal records. Most of the time, the goals carry over to the next month to be updated on.
Is there any way to mass clone all of those goal records for the next month's summary or will we have to go individually to each goal and clone?
Thank you,
Blair
2 respostas
You can easily do this with the Data loader...
Export the records, with all fields you want cloned (including parent relationships)
Remove Record ID, and any other unique field.
Format csv if necessary
Take that csv and import new records.
Bam! Cloned records.
If you want a more automated process, you would need an APEX Trigger to be cloning the records, per business logic,. like clone a certain type every X days, etc...
