Clone

Clone in Salesforce is the action of creating a new record that duplicates the field values of an existing record. Users click the Clone button on a record to pre-populate a new record form with the original record's data, which they can then modify before saving. Clone functionality is available on most standard and custom objects and can be configured to include or exclude related records (Deep Clone).

Clone is a built-in Salesforce action that creates a new record by duplicating an existing record's field values. Users click the Clone button on a record (available on most standard and custom objects), and Salesforce opens a new record edit form with all the original record's field values pre-populated. The user can then modify any fields and save the new record. Clone is convenient for creating similar records without having to re-enter every field manually.

By default, Clone duplicates only the parent record itself, not related child records. For scenarios where you want to clone with related records (like cloning an Opportunity along with its Line Items, or a Quote along with its Quote Line Items), Salesforce provides Clone with Related, also called Deep Clone, on certain objects. Custom Clone behavior can also be implemented through Apex or Flow when the standard Clone doesn't fit a specific need. Watch out for unique fields and validation rules during cloning: a cloned record may need certain values changed before it can be saved successfully.