Clone Record of Any Object using Flows in Salesforce

By | August 16, 2021

Flows in Salesforce build is a very power full tool in Salesforce. It helps you to automate complex business logic into simple steps.

To clone a record using flow in Salesforce, follow the steps below.

  • Goto Setup -> type “flow” in quick search -> click on Flows.
1-Salesforce Flows
1-Salesforce Flows
  • Then, it will ask you to select the type of the flow like Screen flow, Record-Triggered Flow, Schedule-Triggered flow, Triggered flow, Auto launched flow. Firstly, we will select the Autolunched flow to create the record clone. In short, you can use different flow for different requirements.
2-Select Flow Type
2-Select Flow Type
  • Secondly, Autolunched flow is use to run in back ground. Above all, you can use screen flow if you want to include some runtime changes etc. When you will click on Next after selecting Autolunched flow you will let the screen shown in the below image.
3-Intial Flow Layout
3-Intial Flow Layout
  • Now, click on the New Resource on the Left Side and select variable select datatype as text and give it API name as strRecords Then, click on the Plus button between the Start and end in the layout and add element get Record.
4-Get-Record
4-Get-Record
  • Finally, in this next step we will prove it a record id and get all the data of the record. Then click on Done. Then Like previous step click on plus button again and click on create record.
5-Create-Record
5-Create-Record

Fill in the info as shown above image.

6-Final-Flow-Steps
6-Final-Flow-Steps

If you go via coding for this procedure, you will be required to write a lot of lines of code But, here, using Flow builder, you can implement complex business logic in a very few easy and simple steps.

We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com.

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