Oh my god. It's full of code!

Posts tagged “copy

Salesforce True Deep Clone, the (Im)Possible Dream

So getting back to work work (sorry alexa/amazon/echo, I’ve gotta pay for more smart devices somehow), I’ve been working on a project where there is a fairly in depth hierarchy of records. We will call them surveys, these surveys have records related to them. Those records have other records related to them, and so on. It’s a semi complicated “tree” that goes about 5 levels deep with different kinds of objects in each “branch”. Of course with such a complicated structure, but a common need to copy and modify it for a new project, the request for a better clone came floating across my desk. Now Salesforce does have a nice clone tool built  in, but it doesn’t have the ability to copy an entire hierarchy, and some preliminary searches didn’t turn up anything great either. The reason why, it’s pretty damn tricky, and governor limits can initially make it seem impossible. What I have here is an initial attempt at a ‘true deep clone’ function. You give it a record (or possibly list of records, but I wouldn’t push your luck) to clone. It will do that, and then clone then children, and re-parent them to your new clone. It will then find all those records children and clone and re-parent them as well, all the way down. Without further ado, here is the code.

    //clones a batch of records. Must all be of the same type.
    //very experemental. Small jobs only!
    public  Map<String, Schema.SObjectType> globalDescribeMap = Schema.getGlobalDescribe();    
    public static list<sObject> deepCloneBatched(list<sObject> objectsToClone) { return deepCloneBatched(objectsToClone,new map<id,id>());}
    public static list<sObject> deepCloneBatched(list<sObject> objectsToClone, map<id,id> previousSourceToCloneMap)
        system.debug('\n\n\n--------------------  Cloning record ' + objectsToClone.size() + ' records');
        list<id> objectIds = new list<id>();
        list<sobject> clones = new list<sobject>();
        list<sObject> newClones = new list<sObject>();
        map<id,id> sourceToCloneMap = new map<id,id>();
            system.debug('\n\n\n-------------------- No records in set to clone. Aborting');
            return clones;
        //if this function has been called recursively, then the previous batch of cloned records
        //have not been inserted yet, so now they must be before we can continue. Also, in that case
        //because these are already clones, we do not need to clone them again, so we can skip that part
        if(objectsToClone[0].Id == null)
            //if they don't have an id that means these records are already clones. So just insert them with no need to clone beforehand.
            insert objectsToClone;
            for(sObject thisClone : clones)
            objectIds.addAll(new list<id>(previousSourceToCloneMap.keySet()));
            //get the ids of all these objects.                    
            //get the ids of all these objects.
            for(sObject thisObj :objectsToClone)
            for(sObject thisObj : objectsToClone)
                sObject clonedObject = thisObj.clone(false,true,false,false);
            //insert the clones
            insert clones;
            for(sObject thisClone : clones)

        //figure out what kind of object we are dealing with
        string relatedObjectType = objectsToClone[0].Id.getSobjectType().getDescribe().getName();
        //Describes this object type so we can deduce it's child relationships
        Schema.DescribeSObjectResult objectDescribe = globalDescribeMap.get(relatedObjectType).getDescribe();
        //get this objects child relationship types
        List<Schema.ChildRelationship> childRelationships = objectDescribe.getChildRelationships();

        system.debug('\n\n\n-------------------- ' + objectDescribe.getName() + ' has ' + childRelationships.size() + ' child relationships');
        //then have to iterate over every child relationship type, and every record of that type and clone them as well. 
        for(Schema.ChildRelationship thisRelationship : childRelationships)
            Schema.DescribeSObjectResult childObjectDescribe = thisRelationship.getChildSObject().getDescribe();
            string relationshipField = thisRelationship.getField().getDescribe().getName();
                system.debug('\n\n\n-------------------- Looking at ' + childObjectDescribe.getName() + ' which is a child object of ' + objectDescribe.getName());
                if(!childObjectDescribe.isCreateable() || !childObjectDescribe.isQueryable() || !childObjectDescribe.isCustom())
                    system.debug('-------------------- Object is not one of the following: queryable, creatable, or custom. Skipping attempting to clone this object');
                if(Limits.getQueries() >= Limits.getLimitQueries())
                    system.debug('\n\n\n-------------------- Governor limits hit. Must abort.');
                    return clones;
                //create a select all query from the child object type
                string childDataQuery = buildSelectAllStatment(childObjectDescribe.getName());
                //add a where condition that will only find records that are related to this record. The field which the relationship is defined is stored in the maps value
                childDataQuery+= ' where '+relationshipField+ ' in :objectIds';
                //get the details of this object
                list<sObject> childObjectsWithData = database.query(childDataQuery);
                    map<id,id> childRecordSourceToClone = new map<id,id>();
                    for(sObject thisChildObject : childObjectsWithData)
                        //clone the object
                        sObject newClone = thisChildObject.clone();
                        //since the record we cloned still has the original parent id, we now need to update the clone with the id of it's cloned parent.
                        //to do that we reference the map we created above and use it to get the new cloned parent.                        
                        system.debug('\n\n\n----------- Attempting to change parent of clone....');
                        id newParentId = sourceToCloneMap.get((id) thisChildObject.get(relationshipField));
                        system.debug('Old Parent: ' + thisChildObject.get(relationshipField) + ' new parent ' + newParentId);
                        //write the new parent value into the record
                        newClone.put(thisRelationship.getField().getDescribe().getName(),newParentId );
                        //add this new clone to the list. It will be inserted once the deepClone function is called again. I know it's a little odd to not just insert them now
                        //but it save on redudent logic in the long run.
                    //now we need to call this function again, passing in the newly cloned records, so they can be inserted, as well as passing in the ids of the original records
                    //that spawned them so the next time the query can find the records that currently exist that are related to the kind of records we just cloned.                
            catch(exception e)
                system.debug('\n\n\n---------------------- Error attempting to clone child records of type: ' + childObjectDescribe.getName());
        return clones;
    * @description create a string which is a select statment for the given object type that will select all fields. Equivilent to Select * from objectName ins SQL
    * @param objectName the API name of the object which to build a query string for
    * @return string a string containing the SELECT keyword, all the fields on the specified object and the FROM clause to specify that object type. You may add your own where statments after.
    public static string buildSelectAllStatment(string objectName){ return buildSelectAllStatment(objectName, new list<string>());}
    public static string buildSelectAllStatment(string objectName, list<string> extraFields)
        // Initialize setup variables
        String query = 'SELECT ';
        String objectFields = String.Join(new list<string>(Schema.getGlobalDescribe().get(objectName).getDescribe().fields.getMap().keySet()),',');
        if(extraFields != null)
            objectFields += ','+String.Join(extraFields,',');
        objectFields = objectFields.removeEnd(',');
        query += objectFields;
        // Add FROM statement
        query += ' FROM ' + objectName;
        return query;   

You should be able to just copy and paste that into a class, invoke the deepCloneBatched method with the record you want to clone, and it should take care of the rest, cloning every related record that it can. It skips non custom objects for now (because I didn’t need them) but you can adjust that by removing the if condition at line 81 that says

|| !childObjectDescribe.isCustom()

And then it will also clone all the standard objects it can. Again this is kind of a ‘rough draft’ but it does seem to be working. Even cloning 111 records of several different types, I was still well under all governor limits. I’d explain more about how it works, but the comments are there, it’s 3:00 in the morning and I’m content to summarize the workings of by shouting “It’s magic. Don’t question it”, and walking off stage. Let me know if you have any clever ways to make it more efficient, which I have no doubt there is. Anyway, enjoy. I hope it helps someone out there.

Cloudspokes Challenge jQuery Clone and Configure Records

Hey everyone,
Just wrapped up another CloudSpokes contest entry. This one was the clone and configure records (with jQuery) challenge. The idea was to allow a user to copy a record that had many child records attached, then allow the user to easily change which child records where related via a drag and drop interface. I have a bit of jQuery background so I figured I’d give this a whack. The final result I think was pretty good. I’d like to have been able to display more information about the child records, but the plugin i used was a wrapper for a select list so the only data available was the label. Had I had more time I maybe could have hacked the plugin some to get extra data, or maybe even written my own, but drag and drop is a bit of a complicated thing (though really not too bad with jQuery) so I had to use what I could get in the time available. Anyway, you can see the entry below.

jQuery Clone and Configure Record