Create a 'Clone' button for Accounts

 

Create a 'Clone' button for Accounts

In Lightning Experience

1. Navigate to Gear icon | Object Manager | Accounts | Buttons, links, and actions | New button or link.
2. Enter the following in each of the fields:

Label: Clone
Name: Clone
Description: Button to clone Accounts
Display Type: Detail Page Button
Behavior: Display in existing window without sidebar or header
Content Source: URL
Link: /{!Account.Id}/e?clone=1

 

3. Once the button has been created it will need to be added to the Account page layout. So navigate to Setup | Object Manager | Accounts | Page Layouts.
4. Edit the Layout you want to add the new button to.
5. Go to the Mobile & Lightning Actions section and look for the Clone button you created and add it in the Salesforce Mobile and Lightning Experience Actions section of the page layout.
6. Click Save.