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Friday, October 1, 2021

Salesforce: Clone & Fields in Page Layout

Clone
  • When you clone a record, by default, fields that are not in the page layout will not copy to 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.
  • If a related record contains a field you have read-only access to, the field value is copied into the new record.

Related List
When you create a child record from the parent Related List, even the parent field is not in the child page layout, the parent value will be populated.


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