How to clone a Salesforce Path Assistant for a different Record Type?

How to clone a Salesforce Path Assistant for a different Record Type?

Currently, we have Edit, Delete and Activate/Deactivate actions on the Path Assistant. So, in order to clone a Salesforce Path Assistant for a different Record Type, use the following Workaround.

I have used the following workaround to clone External Case Path Assistant for Internal Case Path Assistant for Internal Case Record Type.

1. Use the following package.xml to retrieve the Path Assistant.

package.xml:

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>External_Case</members>
        <name>PathAssistant</name>
    </types>
    <version>57.0</version>
</Package>

Here External_Case is my Path Assistant name for Case object.

2. Retrieve the metadata component using the above package.xml file.

3. Rename the following:

a. Update the file from pathAssistants folder. I have updated it from External_Case.pathAssistant to Internal_Case.pathAssistant.
b. Open the updated Internal_Case.pathAssistant file and update masterLabel and recordTypeName values.
masterLabel – Label of the new Path Assistant
recordTypeName – Record Type for the new Path Assistant
c. Open the package.xml file from the retrieved package. Update the members value. I have updated it from External_Case to Internal_Case.

4. Deploy the changes. It will create a new Path Assistant with the Label and Record Type.

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