-
How to clone opportunity records with Salesforce products?
Hello All,
I want to clone any Opportunity record with products where I have a set of fields pre-populated on the Clone page in edit mode. The clone page should have the same look and feel of page layouts assigned to logged in user.
The clone page should also have the Opportunity Products in edit mode so that the user can edit it before clonning.
Is anyone has done this ?Thanks in advance!
Log In to reply.
Popular Salesforce Blogs
How Salesforce Customer Portal can Benefit your Business?
You have probably heard a lot about the incredible benefits of integrating Salesforce into your business recently. It streamlines processes and provides tools for accurately…
Things to Consider Before Integrating Salesforce with Business Applications
Customer Relationship Management (CRM) has become a need of every business. In this case, Salesforce, a cloud-based CRM, could be considered the best CRM system.…
Top Reasons Why To Go For Salesforce Customization
Establishing a business with CRM implementation is a key tactical business decision. Some companies choose to “turn ON” Salesforce by allocating licenses and passwords, however,…
Popular Salesforce Videos
What can Salesforce Service Cloud do for your Businesses
Salesforce Service Cloud allows you to Streamline Workflow, Automate Service Processes, and Surface Key Topics, Articles, and Experts to transform the agent experience. It simplifies…
Who Makes Those Awesome Explainer Videos from Salesforce?
Here's a short little video giving you a behind the scenes peek at the team that creates the explainer videos at Salesforce. Enjoy the video…
Introduction to Report and Dashboard in Salesforce | Salesforce Training Videos
A report is a list of records that meet the criteria you define. It's displayed in Salesforce in rows and columns, and can be filtered,…
Popular Salesforce Infographics
Benefits of Salesforce Einstein GPT For Business Growth
Leverage the power of Salesforce Einstein GPT to boost the business growth and success, streamline workflow and take data-driven decisions. Explore now!
Impact of Salesforce
Salesforce is no doubt is one of the boldest CRM on the cloud in the world. This infographic helps you scan through all the vital…
The Best Salesforce Certifications to Look for in 2020
There is a whole bunch of salesforce certifications that are available for the professionals. These are administrators, developers, architects, marketers, app builders, consultants, etc. https://www.janbasktraining.com/blog/best-salesforce-certifications/