#AwesomeAdmin Melissa Hill Dees wondered aloud to the Trailblazer community on Twitter how she could duplicate a Salesforce record while updating some of the fields using only declarative tools. Melissa says, when a record meets a specific criteria, “I want to duplicate the record, adjust some values, and save the new record.” This made me think: While Salesforce doesn’t offer a duplicate record action, there are a couple of different ways to accomplish this. Could I build this? With the new Spring ’20 Flow option to automatically store all record fields, is it possible to accomplish this with three easy steps. I’ve laid out the steps and explained everything below, so let’s take a look at how to get this done with the incredible tools now available to us in Spring ’20.
Here’s the scenario: We run a subscription business, so once an Opportunity closes, we want to create a
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