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Clone a Process
If you want to change an existing process, save a clone of that process. You can save the clone as either a new inactive process with its own version history, or as a new inactive version of the existing process.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
To change an active process, you have a few options.
- Deactivate it, make changes, and then reactivate it.
- Clone it as an inactive version, make changes, and then activate the new version. The original version is automatically deactivated.
- Clone it as a new inactive process, make changes and then activate it. The original process isn’t automatically deactivated, so consider whether it’s appropriate for both processes to be active.
You can create up to 50 versions of a process, but only one version of a given process can be active.
- From Setup, enter Builder in the Quick Find box, then select Process Builder.
- Open the process or process version that you want to activate.
- Click Clone.
- You can create a version of the current process or a new process with its own version history.
- Enter a name, API name, and description.
- Click Save.
