Sunday, April 17, 2016

Clone This User

With Clone This User (CTU), the administrator can look up the existing user that serves as the basis for the new one, enter name and email, and generate the username & password immediately. Clone Users from the desktop or Salesforce1 Mobile.

The general idea for this product comes from the instant need that admins need to create new Salesforce user on ad hoc request to duplicate one user for this new one. We imagined the scenario that an urgent email comes in to the Salesforce admin from the hiring manager while the administrator is out at lunch, even though ideally this need to inform earlier.

How could the admin quickly and easily create the user record with all the related permission sets, public group access, and user features selected.

Once the package installed, add a custom link Clone to the user page layout. Open user detail to clone from and click Clone link to start.

Once done, you will get the success message, or error message if failed.

As current version, it do not clone following standard field and any custom fields:
  • Title
  • Department
  • Division
  • Currency
  • Phone
  • Extension
  • Fax
  • Mobile

But, following assignment/group will be clone to new user:
  • Permission Set Assignments
  • Public Groups
  • Queue Membership
  • Permission Set License Assignments

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Arkus, Inc.


Version: 1.1

Blog last updated: 17 Apr 2016

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