60 lines
3.8 KiB
Markdown
60 lines
3.8 KiB
Markdown
# Smart Clone - Opportunity Cloner
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The purpose of the Smart Clone is to provide the user with the functionality to clone an opportunity, but with added
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benefits.
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- The ability to select only fields that need to be edited during the cloning
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- The ability to select fields that must be cleared of their original value
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- The ability to clone other child objects than just Opportunity Products
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- The ability to exclude certain records from the clone based on formula evaluation of record info
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The Project consists of the following components:
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| Item | Description |
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| ---- | ----------- |
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| OpportunityCloneService | Apex class that contains the Apex functionality |
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| OpporutnityCloneserviceTest | Code coverage and unit test class |
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| TestCloneUtility | Utilities used in the Code coverage and unit test class |
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| SmartCloneChildList custom label | Custom Label used as a setting to store semi-colon separated list of child objects to select from |
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| opportunityCustomClone | Lightning web component that is the visual interface |
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| OppCustomCloneAura | Aura Lightning Component that is used to wire to a QuickAction |
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| Opportunity.SmartClone QuickAction | The QuickAction button to use on the Opportunity Detail Layout |
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| Opportunity.ClonedFields fieldset | the fieldet used to configure displayable and cleared fields for input |
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| SmartCloneRecordExclusionRule__mdt | Custom Metadata Type that can hold exclusion rules to evaluate to exclude records from clone |
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### Additional Notes
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- This application currently will not support the cloning of a hierarchy of children. This means it is only designed to support
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the cloning of direct children to the Opportunity, and the Opportunity itself
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- This application will not support RecordType as a field to be edited/updated during the clone.
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### Prerequisites
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- You need to have the Salesforce CLI installed on your system to follow the install directions.
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### Install Steps
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1. Clone this repository to your local filesystem.
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2. Navigate to the directory created from the clone.
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3. Create a 'build' folder in the directory of this cloned repository
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4. Convert the project into deployable Metadata API format using the following command `sf project convert source --root-dir ./force-app/main/default -d ./build/unpackaged/`
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5. Zip the 'unpackaged' directory located in the 'build' folder.
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6. Deploy the zip file into your instance using the following command `sf project deploy start --target-org <yourinstancealias> --metadata-dir ./build/unpackaged.zip --wait 30 --verbose`
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- Optionally, you can use the `--test-level RunLocalTests` option if installing into a production instance separately.
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7. Once the deployment completes successfully, the components will be installed in your instance.
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## Setup
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1. Setup List of Opportunity Fields to include in the Cloning process.
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- Create a Fieldset named 'ClonedFields'. This fieldset will need to contain the fields to clone on the Opportunity.
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- Place fields that need to be cloned in the 'ClonedFields' fieldset
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2. Create Action for SmartClone
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- Navigate to the Opportunity Object and click on 'Buttons, Links, and Actions'. Click the 'New Action' button.
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- *Action Type*: 'Lightning Web Component', *Lightning Web Component*:'c:opportunityCustomClone', *Label*: **Your Choice**, *Name*:**Your Choice**
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- Save Action Button
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- Navigate to the proper layout and place the Action Button on the Layout.
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3. Create Exclusion Rules for SmartClone
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- Navigate to Custom Metadata Types and location the 'SmartClone Exclusion Rule' type.
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- create a new Record.
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- select a child object of the Opportunity
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- write the formula as you would a validation rule. If it is true, the record is excluded. You can only use fields from the record itself.
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- make sure to check the 'Active' checkbox so that the rule is active. |