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Clone Records with a Create Records Element
Use a parent flow and a child flow to clone a record and all of its values.
Required Editions
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: | Manage Flow |
Use a parent flow and a child flow to clone a record with all its field values. This two-flow approach is necessary because the Get Records element stores only fields that are referenced elsewhere in the flow, even when you select the option to automatically store all fields. First create a child flow that creates a copy of a record variable that it receives as input. Then, in the parent flow, use a Subflow element to call the child flow and pass the record to clone. This method creates a copy of the record that includes all fields from the original that the running user can access.
The cloned record doesn’t include fields that the running user doesn’t have edit access to. So before you begin, review Read-Only Field Restrictions for Flow Record Processing
- Create a Child Flow to Clone a Record
Create a flow to clone a record with all field values stored in a record variable. This flow is called by a parent flow using a Subflow element. This flow returns the cloned record to the parent flow. - Create a Parent Flow to Run the Child Flow
Get the record that you want to clone. Then use a Subflow element to pass the record into a child flow that clones the record. To access the cloned record later in the flow, use the output from the Subflow element.
