Guide to Clone Salesforce List View using migSO

Salesforce List View is a personalized, filtered list of records (e.g., accounts, leads) that enables users to manage data, visualize trends with charts, and perform inline editing. Admins often need to clone Salesforce list views to standardized reporting and record views. However, manually cloning list views can be tedious and complex.

Why Clone Salesforce List Views Across Your Orgs?

Admins clone Salesforce list views to avoid rebuilding complex filters, column layouts, or sharing settings. Bulk Cloning Salesforce List Views between orgs also helps your team save time and effort, ensuring maximum efficiency.

Step-by-Step Guide to Clone Salesforce List Views using migSO

Step 01: Open migSO via App Launcher

Click “App Launcher,” then search for and select migSO.

Step 02: Select Clone Wizard

Now, click the “Clone Wizard” tab.

Step 03: Select Clone List Views

Select the Metadata item to clone (e.g., List Views).

Step 04: Connect Source Org

Connect the source org or add a new one. To add a new org, click on the ‘+’ icon, enter details like org name, user name, password, and security token, and click on the Save button.

Step 05: Select Source Object

Select the required source object to fetch the List Views to clone, then click Next.

Step 06: Choose List Views & Deploy

Select the list views to clone or click Select All, then click Clone List View.

Step 07: Review Deployment Status

Review the deployment status and click Generate Report.

Step 08: Download Report

Review the deployment status, download the report, or restart the clone wizard.

Woohoo! You have cloned Salesforce List Views from one org to another.

Verifying the Cloned List Views

Going through the Migration Wizard Logs

You can access the deployment history by moving to Migration Wizard Logs. You’ll find a list of all metadata operations executed in your org for the specified dates.



Click on the recently deployed Salesforce List Views here.



Here, you’ll get the details of the cloned List Views.

To download the deployment report in Excel format, head to the Related tab and click on the file.

Conclusion

Manually cloning Salesforce List Views between orgs can be a daunting task for Salesforce admins, as it is complex and error-prone. migSO empowers admins to seamlessly clone Salesforce List Views across your orgs, enabling admins to save time and clone list views with maximum accuracy.

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