Clone Records with Relevant Data: A Step-by-Step Guide

Salesforce gives you the ability to easily clone your records to minimize the effort and increase your productivity. The new clone record interface by the latest salesforce release ensures that the correct record details appear when you clone any record. Previously, the clone records dialog also showed read-only fields relevant only to the original record whose values aren’t actually cloned to the new record.

This image shows the clone dialog before (1) and after (2). Along with a slightly updated look, records now show only the fields relevant to the cloning process.