Enhanced Clone Functionality with Related Records

Enhanced Clone Functionality with Related Records.

What is Clone with Related Records Feature?

The ClonewithRelated action adds every related record from the original object to the cloned object. An example would be a user who wants to create a new Opportunity using an existing one as the source.

Key benefits:

• Time-saving: It helps reduce manual data entry by copying not only the parent record but also associated records.
• Consistency: Ensures that all relevant related data is transferred, minimizing the chance of forgetting any associated items.
• Customization: You can control which related records are cloned, either through customizations or settings.

What is the difference between Clone and Clone With Related Records Feature?

Clone Feature enables us to clone or make a copy of a record that we have selected, but If we select Clone with Related, it will ask us to clone the record along with related records that we want to carry over to the new record.

What are the steps to perform Clone with Related Records:

There are various steps to perform Clone with Related Records follow as

 Step 1 – Go to Setup -> Object Manager -> Select The Object -> Page Layout> Mobile And Lightning Action -> Drag The Clone With Related Button

Step 2 – After successfully performing step 1 , we can see the button Clone With Related on the object’s record. We have taken the opportunity for example

Step 3  – By clicking on the button, it will show all related list records and ask us to choose what related list record we want to clone and click the Next button.

Step 4  – When we click the Next button, it will take us to choose what changes we need to make in the record.

Example – We are cloning Opportunity with Opportunity-related list. So step 3 allows us to choose what related list of Opportunities we want and After clicking of  next button, it will allow us to choose what changes we want in the opportunity record.

Step 5 – After completing all the above steps, we can see that we have one record cloned from another record.

Conclusion:

The Clone with Related Records feature in Salesforce provides an enhanced cloning functionality that saves time and ensures consistency by duplicating not only the parent record but also its related records. This feature allows users to selectively clone the parent record along with specific related lists, such as Opportunity Products or Opportunity Team members, thereby streamlining the process of creating new records from existing ones. The steps to enable and use this feature are straightforward, involving activating the button through the Object Manager and then selecting the related records to be cloned. This functionality is highly customizable, allowing users to choose which related records to copy and what modifications to apply to the new cloned record.