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Clone Records
Create a record by making a copy of a similar record. When you clone certain records, you can also clone related records.
Required Editions
| Clone action available in Lightning Experience, Salesforce Classic, and the Salesforce mobile app in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Clone with Related action available in Lightning Experience in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To clone a record with or without related records: | Create on the object AND Read on the record you’re cloning |
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Open a record, and select the Clone or Clone with
Related action.
When cloning record pages, the fields that are copied depend on how the page is configured. If the record page uses the Record Detail component, only fields from the record's page layout are cloned. However, the page uses Dynamic Forms, the cloned fields are sourced from the Field Sections on the original page.
Clone with Related isn’t available in the Salesforce mobile app. If the record type of the cloned record isn’t available in your profile or permission sets, but other record types are available, choose the type you want. Otherwise, your default record type is applied.
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If you selected Clone with Related, select the related records that you want to carry over
to the new record. Click Next.
Note The related records that you select can’t total more than 999. Related records are cloned in batches of up to 200. For example, if you clone a record with 500 related records, it’s cloned in three batches. Validation rules, Apex triggers, and workflow are applied separately to each batch. If a related record includes a custom field configured to contain a unique value, you must delete the value before cloning the record. -
Enter or change other information in the new record.
If the record you’re cloning or a related record contains a field you don’t have access to, the field in the new record is blank. If the record you’re cloning contains a field you have read-only access to, the field in the new record is blank. However, if a related record contains a field you have read-only access to, the field value is copied into the new record.
- Save the new record.
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