How to clone a record using salesforce flow | Clone related records | Screen flow to clone records

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  • เผยแพร่เมื่อ 3 ส.ค. 2024
  • How to Clone a salesforce record with the related records using Flow.
    #cloninginflow #clonerecords #flow #salesforce #salesforceflow #salesforcelightning
    Demonstrated in this video:
    - Flow creation
    - Quick Action to launch the Flow
    Use case:
    - Clone a case record along with the related issues
    Connect with me on -
    Linkedin: / ajit-rajendran
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ความคิดเห็น • 14

  • @SanamSings
    @SanamSings 2 ปีที่แล้ว +1

    Wow thank you so much for this. Please keep uploading similar flows.

  • @JeffJ0321
    @JeffJ0321 ปีที่แล้ว

    Very helpful! Please keep creating!

  • @Channyg4lyfe
    @Channyg4lyfe 4 หลายเดือนก่อน

    How do you go about copying a related list record from one object to another?

  • @TheGekko64
    @TheGekko64 ปีที่แล้ว

    Great video. Thank you! If I don't mind cloning all of the fields on the original record, could I skip the Assignment and go straight to Create Cloned Record?

  • @MG-ii5tf
    @MG-ii5tf 5 หลายเดือนก่อน

    This is great for an object that has a few fields on it, but what if I need to clone a record on an object that has over 400+ fields on it?

    • @SalesforceHacks
      @SalesforceHacks  5 หลายเดือนก่อน

      Sorry buddy! It's going to be a nightmare. I do see there is an open idea for this request. Please upvote it, and let's wait for Salesforce to complete it.
      ideas.salesforce.com/s/idea/a0B8W00000Gdlq7UAB/clone-ability-to-control-which-fields-are-cloned

  • @raghavendrahugar1990
    @raghavendrahugar1990 2 ปีที่แล้ว +1

    Why you are using issue clone record at right side and how it will have the issue description, please explain at 14.32

    • @SalesforceHacks
      @SalesforceHacks  2 ปีที่แล้ว

      Issue_Clone_Values is the variable I have created for the Issue object. It will store the values from the loop, and then I will use the variable to create a cloned record so that it will have the description values from the source.

  • @MillanSendelbach
    @MillanSendelbach 3 หลายเดือนก่อน +1

    Can i ask you a specific question touching on this subject on some platform where i can send screenshots of my flow?

    • @SalesforceHacks
      @SalesforceHacks  2 หลายเดือนก่อน

      Please send your screenshots to ssmarttrails@gmail.com

    • @SalesforceHacks
      @SalesforceHacks  2 หลายเดือนก่อน

      Apologies for the delay. I was out of town.

  • @shayanchoudhary5429
    @shayanchoudhary5429 ปีที่แล้ว

    i want to clone my wall types object products