Scenario 1 : Record Cloning | Salesforce | Flow Builder Practice Set

Learn how to clone a single record using lightning flows in Salesforce. This is the initiation of a Flow Builder Practice set which will include different use cases along with their Flow implementation and explanation. In this video, an action button is created on Account record page, the action button is named as "Clone Account", on click of which flow is called/launched and will prompt the user for clone confirmation and then proceeding with another screen asking to override the account name and finishing with the clone record creation.
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[@corneliacannon]

Well done, thank you. I'm looking forward to the rest of the series.

[@johnjoshua8040]

Thankyou very helpful

[@latakantsharma3134]

hey would you please make a video on this "how to create a multiselect in dependent dropdown in salesfforce flow" would br great help

[@theegalanaveenkumar5751]

Tq

[@rishabhsharma458]

Hi, I have followed your video and did the same steps for quote object instead of Account but I am facing error saying Required fields are missing: [OpportunityId].
It would be really helpful if you could help me with the solution.

[@bracesandsemicolons5730]

Hi Rishabh, a Quote is always associated with an Opportunity which means when you are creating a quote, you need to provide the OpportunityId otherwise it will keep on telling you that you are missing a required field. In this case, when you are trying to clone a quote, you should also clone the Opportunity field from your original quote onto the one which you are cloning. Hope this helps!

[@user-wq2pn3hf9s]

Nice video, but in fact it is not "clone" - it is a new record with copy some values from other record....

[@bracesandsemicolons5730]

That’s right as flows don’t have any direct functions for cloning. So this is how you have to get it done.

[@user-xw4ln1mc8h]

I want to navigate to new record after clone old record. Do you know how to achieve this?

[@bracesandsemicolons5730]

Hello! Flow doesn't provide any default functionality to redirect to the new record but here is how you can achieve it : 1) At the final node of the flow where you are creating the cloned record, there would be an option to store the id of the created record, so create a resource and store the id of the newly created record. 2) Go to your salesforce org (developer console), and create a lightning component and copy and paste the same code as given in this salesforce article (help.salesforce.com/s/articleView?id=sf.flow_concepts_finish_override.htm&type=5) 3) Now, go back to your flow, and after the create Node, add another Action node and refer your lightning component that you created in step 2, and in record id (give the resource variable where you have stored the id of the newly created record in Step 1). And that's it, it will work. Hope this helps!