How To: Clone an Opportunity with Quote and Quote Line Items in Salesforce
- Create the Configuration. First we create configuration that defines the cloning behavior. ...
- Create the Custom Button. A custom button is used to navigate from the Opportunity’s record page to the Super Clone Pro cloning page.
- Add the Custom Button to the Page. ...
- Start Cloning. ...
Does the clone work with opportunity products?
The cloning works, however, it does not pull through any associated Opportunity Products with the clone. Other related lists such as Opportunity Team and Contact Roles do come through, but the Opportunity Products do not. Does anyone know how I can accomplish this?
How to check if an opportunity record is new or cloned?
First create a custom text field on Opportunity object, and let's call it RecordId. Create a workflow rule that on create, populates RecordId with SFDC Id. In our create trigger, you can check for the RecordId. If RecordId == '', then the record is new. If RecordId != ”, then the record is being cloned.
Is there a way to evaluate the date of a clone?
At this point, through workflow rules, you can pull fields such as the Close Date from the original (parent) Opportunity down to the clone so that you can evaluate the date (or this could be a x-obj formula I suppose). Adding a formula field (checkbox type) called IsClone__c would be nice for simplifying your report filters.
How do apex clones work?
The user is then sent to the traditional clone page (and yes, cloneli argument in URL is used for that particular option)... and then after the clone takes place apex code copies over other info based on the selected options (i.e. child objects).
How do you clone opportunities in Salesforce flow?
1:509:50Clone Opportunity with Related Records with Redirect Using ...YouTubeStart of suggested clipEnd of suggested clipStore we only want the first record because there should only be one record returned. Then we go toMoreStore we only want the first record because there should only be one record returned. Then we go to the second screen our users will see our second screen.
How do you clone opportunities with a line item in Salesforce?
Clone of Opportunities and Line Items using Visual WorkflowStep 1: Calling the Flow from a custom button on a list view. ... Step 2: Loop through the selected Opportunity Records. ... Step 3: Record Lookup. ... Step 4: Create the Opportunity Record. ... Step 5: Create the Opportunity Line Item records.
How do you identify a clone opportunity in Salesforce?
Below are the steps to find the cloned recordsClick on Setup.Enter the name of the object on the Quick Find Box. ... Click the object name.On the left side panel, click on Fields.On the Custom Fields & Relationships section, click on New.Select Checkbox as data type.Click Next.Enter a name for the field (Ex.More items...
How do I clone in Salesforce?
How to clone a record using apex in Salesforce?clone(Boolean, Boolean, Boolean, Boolean): Creates a copy of the sObject record.Parameters.opt_preserve_id.Type: Boolean. Determines whether the ID of the original object is preserved or cleared in the duplicate. ... opt_IsDeepClone.Type: Boolean.
What does clone do on Salesforce?
Create a record by making a copy of a similar record. When you clone certain records, you can also clone related records.
Can you clone in Salesforce lightning?
0:000:40how to clone opportunities in salesforce lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipJust choose what you want to clone. Click on drop-down arrow in the right header menu bar. SelectMoreJust choose what you want to clone. Click on drop-down arrow in the right header menu bar. Select clone now you know what to do you got it good job we are done with this tour.
Can an opportunity be cloned to create a new opportunity?
A cloned copy of the current Opportunity is created. The newly created Opportunity has the old Opportunity Name with “Clone – ” appended. (Example: 'Opportunity A' becomes 'Clone – Opportunity A') The newly created Opportunity has the Close Date replaced with current date.
Can you link opportunities in Salesforce?
Salesforce allows you to associate Contacts to Opportunities via the Contact Role section. Click into the Opportunity you wish to link the Contact to.
How do I enable clone in salesforce?
To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.
Can I clone an object in salesforce?
These type of work requests would take much more effort and time, but with our Salesforce Appexchange Bulk Object Field Creator (BOFC) App user can clone multiple objects within “Current Salesforce org” or from any “External Salesforce org” in few clicks.
What is difference between clone and deep clone in salesforce?
vishnu. Hi tanu, If a list is cloned, it duplicates it and has reference. If a list is DeepCloned, it duplicates and doesn't have any reference.