Duplicate Record

The Duplicate Record interaction clones an existing Salesforce record directly from your Dynamic Component.

Overview

The Duplicate Record interaction creates a copy of an existing Salesforce record directly from your Dynamic Component. Use it when you need to clone a record — and optionally modify the copy afterward — without asking the user to re-enter data.

You can identify the record to duplicate in three ways: from a Record Variable, from the record the user is currently viewing, or by entering a record ID manually.

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Configuration

To duplicate a record, you must tell the interaction which record to copy.

Method 1: Duplicating a Record Variable

Use this method when the record to clone is already held in a Record Variable (e.g., populated by a Get Record interaction or selected from a list).

• Add an On Click interaction to the triggering component (e.g., a "Duplicate" button).
• Action Type: Select Duplicate Record.
• Record Variable: Select the variable holding the record you want to duplicate (e.g., {!selectedContact}). The variable must be defined as a resource in your Dynamic Component.

Method 2: Duplicating the Current Page Record

Use this method when your component is placed on a Record Page (e.g., an Opportunity page) and you want to clone the record currently being viewed.

• Add an On Click interaction.
• Action Type: Select Duplicate Record.
• Record Variable: Select Target Page Record.

Method 3: Entering a Record ID Manually

Use this method when the record ID comes from somewhere else — a formula, a component attribute, or a static value.

• Add an On Click interaction.
• Action Type: Select Duplicate Record.
• Record Variable: Select Enter record ID manually.
• Record ID: Provide the Salesforce record ID to duplicate. This can be a static ID or a merge expression (e.g., {!Datatable1.selectedRowKeyValue}).

Post-Action Configuration

The Duplicate Record interaction lets you chain follow-up interactions depending on the outcome:

• On Success: The interactions to execute when the record is duplicated successfully. It is recommended to add a Refresh All Queries interaction so the new copy appears in your lists immediately, plus a Show Toast (Success variant) to confirm the action.
• On Error: The interactions to execute when the duplication fails. Add a Show Toast with the "Error" variant so the user isn't left with a silent failure.

Accepted follow-up interactions for both outcomes are: Show Toast, Refresh All Queries, Refresh Query, Get Record, and Assignment.

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Example

Goal: Let users create a new project record based on an existing "template" project.

1. Data Table: Display Project records with a row action labeled "Clone".
2. Interaction: On the row action, add a Duplicate Record interaction using Enter record ID manually with the row's record ID.
3. On Success: Chain Refresh All Queries (so the copy shows up in the table) and Show Toast ("Project duplicated successfully").
4. On Error: Chain Show Toast with the Error variant.