To copy a flow in Salesforce, you use the "Save As" functionality within the Flow Builder. This creates a new version of the flow that you can then modify independently.
Copying a flow in Salesforce is straightforward using the "Save As" feature. This action essentially creates a duplicate of your existing flow, allowing you to use it as a starting point for a new automation without altering the original.
Here are the steps to copy a flow in Salesforce:
- Open the Flow: Navigate to the list of flows in Salesforce Setup.
- Access Flow Builder: Click the flow label or name to open it in the Flow Builder.
- Initiate Copy: Once the flow is open, Locate the Save As option within the Flow Builder interface. This is typically found in the 'Save' dropdown menu or a similar save-related option.
- Create New Version: Select the "Save As" option. You will likely be prompted to choose between saving as a new version of the current flow or saving as a completely new flow. Click on New Flow.
- Name and Save: Provide a unique name and optionally a description for your new copied flow. Click the Save button.
Your copied flow will now appear in the list of flows, separate from the original. You can then open and edit this new flow without affecting the original version.
Using the "Save As" function is a common practice when you need to:
- Create a similar automation with minor changes.
- Test variations of an existing flow without impacting production.
- Archive or baseline a working version before making significant changes.
This process ensures you maintain the original flow while gaining a flexible copy to adapt for new requirements or experiments.
