In Salesforce, cloning a record means creating a copy of the record. We can clone a record using a Clone button, but it does not clone the related fields in the record, i.e., the records that are not on the page layout.
In that situation, we can use the Salesforce flow in order to clone a Salesforce record.
In this Salesforce tutorial, we will learn how to clone a record with flow in Salesforce. We create a screen flow and add that flow to the record page, and then we will clone a record with the help of that.
Using Flow to Clone a Record in Salesforce
In Salesforce, flows are used to automate the data process in the org. to streamline it efficiently. We can also use the flows to clone a record. We have a feature to clone records with the help of the Clone button, but it does not clone the related record of any record.
There is another standard button, Clone with Related, to clone the records with their related records but this feature is available for the Campaign and Opportunity objects only. When you need to clone the records of objects like Account, Contacts, and Cases, then you can use the Screen Flow to clone the records with their related records.
In this blog, we create flows to clone single and multiple records in the below sections.
- Create a Flow to clone records in Salesforce
- Clone Multiple records using flow in Salesforce