46 lines
2.4 KiB
Markdown
46 lines
2.4 KiB
Markdown
# Smart Clone - Opportunity Cloner
|
|
|
|
The purpose of the Smart Clone is to provide the user with the functionality to clone an opportunity, but with added
|
|
benefits.
|
|
|
|
- The ability to select only fields that need to be edited during the cloning
|
|
- The ability to select fields that must be cleared of their original value
|
|
- The ability to clone other child objects than just Opportunity Products
|
|
|
|
The Project consists of the following components:
|
|
|
|
| Item | Description |
|
|
| ---- | ----------- |
|
|
| OpportunityCloneService | Apex class that contains the Apex functionality |
|
|
| OpporutnityCloneserviceTest | Code coverage and unit test class |
|
|
| TestCloneUtility | Utilities used in the Code coverage and unit test class |
|
|
| SmartCloneChildList custom label | Custom Label used as a setting to store semi-colon separated list of child objects to select from |
|
|
| opportunityCustomClone | Lightning web component that is the visual interface |
|
|
| OppCustomCloneAura | Aura Lightning Component that is used to wire to a QuickAction |
|
|
| Opportunity.SmartClone QuickAction | The QuickAction button to use on the Opportunity Detail Layout |
|
|
| Opportunity.ClonedFields fieldset | the fieldet used to configure displayable and cleared fields for input |
|
|
|
|
### Additional Notes
|
|
|
|
- This application currently will not support the cloning of a hierarchy of children. This means it is only designed to support
|
|
the cloning of direct children to the Opportunity, and the Opportunity itself
|
|
|
|
## Setup
|
|
|
|
### Prerequisites
|
|
|
|
- You need to have the Salesforce CLI installed on your system to follow the install directions.
|
|
|
|
### Installed Steps
|
|
|
|
1. Clone this repository to your local filesystem.
|
|
2. Navigate to the directory created from the clone.
|
|
3. Create a 'build' folder in the directory of this cloned repository
|
|
4. Convert the project into deployable Metadata API format using the following command `sfdx force:source:convert -r ./force-app/main/default -d ./build/unpackaged/`
|
|
5. Zip the 'unpackaged' directory located in the 'build' folder.
|
|
6. Deploy the zip file into your instance using the following command `sfdx force:mdapi:deploy -u <yourinstancealias> -f ./build/unpackaged.zip -w 30 --verbose`
|
|
1. Optionally, you can use the `-l RunLocalTests` option if installing into a production instance separately.
|
|
7. Once the deployment completes successfully, the components will be installed in your instance.
|
|
|
|
### Setup Steps
|