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Custom Button Example: Clone Records

Custom Button Example: Clone Records

The clone button is available for most standard objects. When a clone button is not available by default for a standard or custom object, you can create a custom clone button or link. This example creates a button that passes the field values of the record you’re on to a record create page.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: All Editions
User Permissions Needed
To create or change custom buttons or links: Customize Application
  1. Define a button with these attributes.
    Display Type Detail Page Button
    Behavior Display in new window
    Content Source URL
    Use this sample formula to create a clone button for the Task object.
    /{!Task.Id}/e?clone=1
    To create a clone button for other objects, replace Task in the formula with the API name of the object.
  2. Add the button to the appropriate page layout.
 
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