Selecting Dependencies to Copy while copying a Account

This topic is step three of the Using Copy to Account topic. If you have not already done so, complete step two: Selecting a Target Account.

Copy to Account calculates the dependencies, references, and instances related to your custom record, and organizes them into a table. The table shows you the objects your record depends on and without which your record cannot function correctly. The table also displays the required and optional items, parent and child components, target account status, and other information.

The Present in Target Account status indicates that the object already exists in the target account. By default, these existing dependencies are not included in the copy process, but you can choose to include them to update the object in the target account.

Objects with an Absent from Target Account status are required. You cannot clear the box for Absent in Account dependencies in the Select dependencies table.

Required dependencies are automatically checked. You can select more components and instances to include. If the status of the dependency is Present in Target Account, including it in the copy is optional.

To select dependencies:

1. Select any additional dependencies you want to include.
2. (Optional) If you want to copy instances from a custom record type object, check the box in the Include Instances column.
3. Click Next.