How to Clone Standard and Custom Object Records

Duplicate a record while leaving the original intact.

On this page:

• How cloning works
• How to clone a standard or custom object

How cloning works

Cloning creates a copy of a record, useful when two records share most of their information. For example, if two contacts work for the same company, create one and clone it rather than entering the shared details twice. Cloning also copies any linked items on the record’s related tab.

Cloning is available for the following objects:

• CRM: Tasks, Contacts, Organizations, Leads, Opportunities, Products, Price Books, Quotes, Projects, Custom Objects
• Marketing: Prospects, Lists, Journeys, Landing Pages, Forms, Custom Objects

How to clone a standard or custom object

1. Open a record.
2. Click the Actions dropdown menu in the top right-hand corner of the record.
3. Select Clone This [Object]. For example, if you were cloning a contact, it would read Clone This Contact.
4. A form appears, populated with the original record’s information. Make any changes.
5. Click Save.