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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
Build a reusable autolaunched flow that accepts a record as input and creates a clone with all field values the running user can edit. A parent flow calls this child flow using a Subflow element and receives the cloned record as output. Complete this task before building the parent flow. - Create a Parent Flow to Clone a Record Using a Child Flow
After you create and activate the child flow that clones a record, build the parent flow that gets the source record and passes it to the child flow using a Subflow element. The Subflow element's output gives you access to the cloned record for use later in the parent flow.
