Using Copy to Account

To copy an object into another account, the Copy to Account tool goes through the following steps:

1. Starting Copy to Account on a Custom Record

2. Selecting a Target Account

3. Selecting Dependencies to Copy

   Tip:

   When selecting dependencies to copy, you may see an error that indicates a dependency is not available for copy. For more information, see Handling Dependency Errors.

4. Previewing the Copy

5. Deploying a Custom Object

After a deployment, you can go to the target account to download the log. For more information, see Viewing the Copy to Account Log.

General Notices