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 - วิทยาศาสตร์และเทคโนโลยี
Wow thank you so much for this. Please keep uploading similar flows.
Thank you!!
Very helpful! Please keep creating!
Thank you! Will do!
How do you go about copying a related list record from one object to another?
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?
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?
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
Why you are using issue clone record at right side and how it will have the issue description, please explain at 14.32
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.
Can i ask you a specific question touching on this subject on some platform where i can send screenshots of my flow?
Please send your screenshots to ssmarttrails@gmail.com
Apologies for the delay. I was out of town.
i want to clone my wall types object products