WeDid:Salesforce Custom Clone Button
Challenges
An insurance company requires the renewal customer policy yearly. The out-of-box clone button is not sufficient as the policy dollar value will need to be recalculated and certain date fields change during the cloning process. Also, it will not copy all the child records.
Solution:
Custom clone button with Apex Extension
Related Objects | Policy(Custom Object) |
Components | Apex class Visualforce Custom button |
Complexity | Low |