Our company used the Salesforce flow to automate the process of assigning account priority to account holders based on the annual revenue of each account.
Now, we need a similar flow for the candidate selection process for job interviews, with minor changes.
For instance, if the job application is for the Salesforce Developer position, then the status should be automatically assigned as ‘Interview scheduled’ and an email sent to the applicant.
Instead of creating the entire flow from scratch, we can clone the existing account flow, rename it to “Candidate Selection Process Flow,” and adjust the criteria and actions for Job Application.
In this article, I will provide a step-by-step explanation of how to clone Salesforce Flows, accompanied by a real-time example.
Why do we need to clone a Flow in Salesforce?
In Salesforce Flow, when we need to create a similar type of flow that we have already created, but we want to use it for another object and change minor logic and actions for a different process.
Then, instead of creating a new flow from scratch, we can clone the existing flow and make the necessary minor changes.
For example, if we have a flow for assigning leads and we need a similar one for opportunities, we can clone the lead flow and adjust it for opportunities.
How to Clone a Flow in Salesforce
First, I will show the flow I have already created for the account object, which assigns account priority based on annual revenue.
This is the flow I have already created, named ‘Account Assignment Process’.
Now, I would like to create another workflow for the candidate selection process. As we know, the flow process will be very similar to the one we already created for the account, so instead of creating a new flow from scratch, we can clone the existing one.
To do this, open the existing flow and click the Save As New Version dropdown button. There, you need to select the Save as New Flow option to clone the existing flow.
Next, provide the new Flow Label for which you want to create the flow according to your requirements, and then click the Save button.
As you click the save button, you will see the new flow, which is exactly the same as the one from which you created the new flow. In this cloned flow, you will see the same elements, element labels, and constraints or logic.
Now, you need to modify these settings according to your requirements.
Additionally, if any element is not needed for you in the new flow, you can delete it by clicking on the element option and then selecting the “Delete Element” button.
If you want to add any other element, you can also do so in this flow. Shortly, when you clone the flow, it saves you time by automating the addition of components and their arrangements. After that, you can develop your flow according to your requirements.
In this way, you can clone the existing Salesforce flow to create another one instead of creating from scratch.
Conclusion
I hope you have got an idea about how to clone Salesforce Flows. In this, I have explained steps with a real-time scenario. Cloning a Flow in Salesforce helps you create a similar process without having to create it from scratch.
You can copy an existing flow and adjust it to meet your new needs while retaining the original structure. This is helpful when you need similar flows for different objects, such as leads or opportunities, with only minor changes.
You may like to read:
- Clone the Record With Related List in Salesforce
- Launch Salesforce Flows Using Buttons
- Clone Records with their Related records in Salesforce using Flow
- Use Data Table in Salesforce Screen Flow
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
