I am trying to use the action framework to create a new record based on an existing record. On a single record basis, this is easy, but I need to do it in mass with a single button push. There would only be maybe a dozen records in the model that the operation would work on, but I need carbon copies of each of the 12 records created as new records in the same or another model. I tried “Adopt Rows”. I can’t seem to find much documentation on it, but from what I can see it seems that if the source record is saved, then it has an Id. If it has an Id, then the Adopt Rows function will merge it with existing rows instead of creating new rows. Is there any way to accomplish what I am trying to do with action framework?
Solved
Make identical copies of all records in a model?
Best answer by jeanguy_vachon
Ok.
- New fields on objects. Cloned_ID__c and Cloned_Parent_ID__c (where applicable).
- Action Framework to set above custom fields prior to cloning function.
- Salesforce Flow to use above fields to update Master-Detail relationships in child records.
Clear as mud?
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