Slaesforce FAQ

how to clone a campaign in salesforce

by Al Morar DVM Published 2 years ago Updated 2 years ago
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Click a campaign member’s name in the Name, First Name, or Last Name columns in the Campaign Members related list of the detail page of a campaign. Click Clone. In the popup window, specify a campaign. On the Campaign Member Edit page, specify either a lead or a contact; do not specify both.

Open a campaign record, and click the action menu. Select Clone with Related. Select the types of related records that you want to clone, and save your work.

Full Answer

What is Clone option in salesforce?

The Clone button on a case quickly generates a new case using information from the existing case. For example, to log multiple issues for a customer on a support call. In new orgs, the Clone button is available on the Cases page layout by default.

How to Clone an opportunity in salesforce?

Clone Opportunities with ProductsWhen viewing an Opportunity, click on the "Clone" button at the top of the record. If the opportunity has products associated to it, the clone button will be a drop-down menu to choose to clone it with or without products. ... Click "Save".Repeat this process as needed.

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.

What happens when you clone a record in Salesforce?

If the record you're cloning contains a field you have read-only access to, the field in the new record is blank. However, if a related record contains a field you have read-only access to, the field value is copied into the new record. Save the new record.

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