-
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
Salesforce Chatter vs Slack - A Comparative Analysis
As part of its strategic acquisition policy, Salesforce surprised the world with the billion-dollar acquisition of Slack Technologies Inc. In the words of Marc Benioff,…
Where is Salesforce DevOps Heading? Is it the Future, and if so How?
Salesforce DevOps is distinct. It enables efficiency and collaboration among shareholders that some other platforms just cannot provide. It’s not as if DevOps is extremely different from…
Attending NorCal Dreamin’ 2019? Stop By Algoworks At Booth No. 14!
Algoworks is going to Sacramento this June to pal around with the members of the Salesforce family. The Salesforce community is gathering for NorCal Dreamin’…
Popular Salesforce Videos
Marketing Automation with Salesforce Journey Builder
Marketing Automation which is future of marketing can be simply understood as automating your marketing communication programs. we are going to talk about Salesforce Journey…
Generate the Multiple Contracts in Salesforce CPQ
In this video, watch a demonstration of how to generate multiple contracts using a single quote record. Watch and learn. Do let us know in…
Accelerate Revenue by Simplifying Partner Data Exchange
Adeptia Webinar :: Self-service approach to set up secured B2B data exchanges. Allowing IT to focus on governance for ensuring compliance, security, and control.Reducing IT…
Popular Salesforce Infographics
Salesforce Einstein GPT For Technical Expertise
Did you know how Salesforce Einstein GPT provides technical capabilities? Explore the potential of Einstein GPT and how it could be beneficial for technical endeavors.…
Step by Step: What you Should Know About the Order-to-Cash Process
The order-to-cash (O2C) process is a defining part of a company’s success, and it also plays a big role in driving an organization’s relationship with…
How Salesforce Brings Success To Full Cycle Sales Representatives?
A full cycle sales representative is the one who handles the entire deals right start from the prospecting to engage with clients and to closing…