---
schema_version: "1"
id: c38cbeb2cb3cc699d160ccb9fb33c57f37ca49423c023f16be85f01c2ac70480
title: Clone Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/basics_clone_records.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.basics_clone_records.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ced48f687393943fb6539d4e0e077a09d5a502e0b3527ef4943383c06bcb3959
description: Create a record by making a copy of a similar record. When you clone certain records, you can also clone related records.
products:
  - Salesforce Platform
  - Cross Cloud
release: "264"
---
# Clone Records

Create a record by making a copy of a similar record. When you clone certain records, you can also clone related records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Clone action available in Lightning Experience, Salesforce Classic, and the Salesforce mobile app in: <strong>Contact Manager</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Clone with Related action available in Lightning Experience in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d45093e100">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45093e100 ">To clone a record with or without related records:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45093e100 ">
              <p>Create on the object</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Read on the record you’re cloning</p>
            </td>

          </tr>
        </tbody>
      </table>

1. Open a record, and select the **Clone** or **Clone with Related** action.
    
    When cloning record pages, the fields that are copied depend on how the page is configured. If the record page uses the Record Detail component, only fields from the record's page layout are cloned. However, the page uses Dynamic Forms, the cloned fields are sourced from the Field Sections on the original page.
    
    Clone with Related isn’t available in the Salesforce mobile app. If the record type of the cloned record isn’t available in your profile or permission sets, but other record types are available, choose the type you want. Otherwise, your default record type is applied.
2. If you selected Clone with Related, select the related records that you want to carry over to the new record. Click **Next**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-basics-264-0-0-production-enus/d8bf6981-f8ef-4f16-bfbd-c42ed32044eb/images/icon_note.png)
    
    Note The related records that you select can’t total more than 999. Related records are cloned in batches of up to 200. For example, if you clone a record with 500 related records, it’s cloned in three batches. Validation rules, Apex triggers, and workflow are applied separately to each batch. If a related record includes a custom field configured to contain a unique value, you must delete the value before cloning the record.
3. Enter or change other information in the new record.
    
    If the record you’re cloning or a related record contains a field you don’t have access to, the field in the new record is blank. If the record you’re cloning contains a field you have read-only access to, the field in the new record is blank. However, if a related record contains a field you have read-only access to, the field value is copied into the new record.
4. Save the new record.

#### See Also

- [Considerations for Cloning Opportunities](https://help.salesforce.com/s/articleView?id=opp_clone.htm&language=en_US)
- [Considerations for Cloning Products](https://help.salesforce.com/s/articleView?id=products_clone.htm&language=en_US)
- [Field Handling for Cloning Campaigns with Related Records](https://help.salesforce.com/s/articleView?id=campaigns_clone_considerations.htm&language=en_US)