SCENARIO

While working on one of the requirements for a packaging solutions customer based out Atlanta, Georgia there was a requirement to use salesforce standard clone feature and have some sort of customization on cloned records.

Salesforce provides standard feature to clone the records. We have implemented our customization when record is cloned and have a specific field value.

After successful implementation on UAT, we started getting issues from the users regarding custom functionality is not working for cloned records. However, we were not able to replicate the same issue at our end.

RESOLUTION

After further investigation, we were able to figure out that it was occurring only for specific users. So, we have verified the user access on the object and field. Everything in terms of permission and customization was looking good.

Again deep diving in our analysis, we've found out that only users having profile with specific page layout were facing this issue. The values of fields which are not added to page layout are not copied over to newly created clone records.

After adding those fields to the page layout, the functionality worked as expected.

CONCLUSION

In Salesforce when trying to clone records, All fields must be added to the page layout to ensure values of all fields are copied over. Click Link for the reference.

If you have any questions you can reach out our Salesforce Consulting team here.