How to Clone a FlexCard in Salesforce

FlexCards in Salesforce are a powerful tool for displaying contextual data and streamlining business processes. Whether you’re managing customer interactions or streamlining workflows, FlexCards provide flexibility and ease of use. But what if you need to replicate an existing FlexCard? That’s where cloning comes into play. 

This article explores the step-by-step process of cloning a FlexCard in Salesforce and highlights its key advantages.

What is a FlexCard?

Overview of FlexCards in Salesforce

A FlexCard is a UI component used in Salesforce OmniStudio to present contextual data from multiple sources in an easy-to-understand layout. It acts as a building block for creating user-friendly interfaces that help users navigate workflows effortlessly.

Importance of FlexCards for Businesses

FlexCards simplify the process of accessing and interacting with data. By presenting only relevant information, they reduce complexity and enhance productivity. Businesses leverage FlexCards to improve user experiences, automate tasks, and minimize operational bottlenecks.

Why Clone a FlexCard?

Common Scenarios for Cloning

Cloning a FlexCard is useful in various scenarios, such as:

• Testing: To make changes without affecting the original FlexCard.
• Customization: For creating tailored versions for specific use cases or departments.
• Accelerating Development: Reusing an existing design significantly reduces the time spent compared to crafting one from the ground up.

Benefits of Cloning a FlexCard

• Consistency: Ensures uniformity across different applications or teams.
• Efficiency: Eliminates redundant work by reusing layouts and settings.
• Flexibility: Allows easy customization without risking the original design.

Also Read – Salesforce OmniStudio FlexCards – Simplify User Experiences

Prerequisites for Cloning a FlexCard

Tools and Access Requirements

Before cloning a FlexCard, ensure you have:

• Access to the FlexCard Designer.
• The necessary permissions to create or edit FlexCards.

Understanding the Original FlexCard Setup

Familiarize yourself with the structure and settings of the original FlexCard. This includes its layout, theme, and data sources, as these will impact your cloned version.

Step-by-Step Guide to Clone a FlexCard

Step 1: Access the FlexCard Designer

From the Salesforce App Launcher:

1. Search for and select FlexCards.
2. Navigate to the FlexCards tab to view available FlexCards.

Step 2: Locate the FlexCard to Clone

1. Expand the FlexCard you want to replicate.
2. Select the specific version to work with.

Step 3: Initiate the Cloning Process

1. Open the selected version in the FlexCard Designer.
2. Click on the Clone option in the submenu.

Step 4: Update Clone Details

When cloning, you need to provide new details:

• Name: Enter a unique name for the cloned FlexCard.
• Author: Change the author if necessary. Either the Name or Author (or both) must be unique.

Step 5: Modify Properties (Optional)

Customize the cloned FlexCard to fit your requirements:

• Theme: Choose between Lightning (SLDS) or Newport.
• Title: Update the title visible in component lists.
• Child Card: Enable this option to embed the FlexCard within another FlexCard.
• Description: Add or modify the description for better clarity.

Step 6: Save and Deploy the Cloned FlexCard

1. Click Clone to create the copy.
2. Review the cloned FlexCard, make any additional modifications, and save it.
3. Activate the FlexCard to make it available for use.

Also Read – How to Enable Record Alerts in Salesforce?

Clone vs. Create a New Version

If you’re wondering whether to clone a FlexCard or create a new version, consider your use case:

• New Version: Use this when you want to update an existing FlexCard for testing purposes while keeping its name and author the same. Remember, only one version can be active at a time.
• Clone: Opt for this when you need a separate FlexCard with a unique name or author for different use cases.

Pro Tips for Cloning FlexCards

• Keep Track of Changes: Document modifications to ensure clarity for team members.
• Thorough Testing: Always validate the cloned FlexCard in a sandbox environment before deployment to confirm it functions as intended.
• Use Consistent Naming: Use meaningful names to avoid confusion between FlexCards.

Conclusion

Cloning a FlexCard in Salesforce is a simple and efficient method to save both effort and time. By replicating existing designs and settings, you can quickly create customized solutions that align with your business needs. 

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FAQs

1. Can I clone a FlexCard without changing the name?

No, either the Name or Author (or both) must be unique when cloning a FlexCard.

2. What’s the difference between cloning and creating a new version?

Cloning creates a completely separate FlexCard with a new name or author, while creating a new version updates the existing FlexCard.

3. Can I edit the layout of a cloned FlexCard?

Yes, you can customize the layout, theme, and other settings of a cloned FlexCard.

4. Do I need special permissions to clone a FlexCard?

Yes, you need access to the FlexCard Designer and appropriate permissions to clone or edit FlexCards.