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9,310 Points voting closed

Delivered in Spring 20

Nick Lindberg

Lightning - Include Clone with Products action on Opportunities

Opportunities & Quotes

A nice feature that exists within Classic is the Clone with Products button. What makes this handy is that I can clone opportunities and have all of the related products brought over to the new record. This can be a big time saver for users.

I know there are other ways to achieve this including using process builder. It would be nice to have this feature work in Lightning like it does in classic.

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Latest Comment from Salesforce

Aria Niazi - 1 year ago

In the Spring '20 release you'll see the new "Clone with Related" action can be added to the Opportunity and Campaign layouts. These are the only 2 standard objects supported in Sales Cloud licenses and the supported Related Objects are Products and Contact roles for Opportunity and Team Member Status for Campaigns. This features is similar to the classic "Clone with Products" feature with the enhancement to support Contact roles too: https://success.salesforce.com/ideaview?id=08730000000BqJYAA0

To learn more, please see: https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_sales_features_core_clone_with_related.htm

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Comments ( 257 )

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Aria Niazi - 1 year ago

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Knut Roovers - 1 year ago

There is a preview relase note published now, but now comment from Salesforce on this idea last 5 months...

Does anyone at Salesforce want to inform how the Spring 20 Clone function will handle other related objects besides products and contacts?

Will we be able us to always exclude cloning of related Custom Objects?
E.g. we don't want the related Object "DocuSign Status" for an Opportunity to be cloned as it relates to the original Opportunity only, and same with other custom object like "Revenue Documentation".
So the user should never be asked whether to clone this.
They should just be able to clone products , just as in Classic.

I realize there is just a preview release note issued now, but it is not clear to me what options there are with related records:

See text copied today from link below - content may change :

https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_general_clone_with_related.htm

The Clone with Related action makes it simple to handle a variety of repeating business processes. When you click Clone with Related, all of the original object’s related records are also added to the cloned object.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: To use the Clone with Related action, users must have Create permission on the object and Read access to the record they want to clone.

Why: Users can easily include related records when they clone a record.

How: In the Object Manager, find one of the supported objects and select Page Layout. Add the Clone with Related action to the layout, and save. In the dialog, the order of the options can’t be changed.

The Clone with Related action on an opportunity, and the dialog where you can choose to include products and contact roles in the new opportunity

This utility worked for us -
> Clone Opportunity with Products is available which you can use by simply adding the lightning quick action on the opportunity page layout.

- Sandbox Package Installation Link
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t7F000005QwK9
- Developer/Production Package Installation Link
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7F000005QwK9

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Dana Deignan - 1 year ago

This is a must. I cannot switch to Lightning until this is completed
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Adam Wilson - 1 year ago

This really needed addressed. Our salesforce rep kept saying we would get this functionality and we didn't. No we have to wait for spring release, big letdown.
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Rajesh Shah - 1 year ago

Not sure how this is not part of lightning. How can a proper sales team using the feature heavily in Classic move to lightning with this feature missing.
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Tzeitel Cruz - 1 year ago

We haven't been able to move our users to Lightning too, because of features like this one that are in Classic and not in Lightning. We need this!
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Donna Charron - 1 year ago

We are trying to move our users to Lightning. Having basic features that are available in Classic but not in Lightning, such as this, is a hindrance to adoption. This is a mush have.
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Christian Csank - 1 year ago

This is a must have for the next release. Otherwise we cannot change to Lightning.
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Catherine Le Gouic - 1 year ago

Fully agree with Julien. It's mandatory for the next release. Waiting for this functionality since 2017 in Lightning.
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Julien Salenson - 1 year ago

We need that, I'm waiting the next release to have it
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Avni Patel - 1 year ago

Hiya, will this functionality also be available for Orders? Or is it just for Opportunities? As this is stopping our users being able to use Lightning and switching back to Classic. Many thanks
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Scott Reiner - 1 year ago

Cloning an opportunity without products is useless, there was an option in Classic to clone with\without. "A clone is exactly the same as the original"
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Knut Roovers - 1 year ago

Thanks Joe!

We got Salesforce Lightning: Clone Opportunity with Products Using Flow to work as well!

Lets you change which fields to include/exclude in the cloning.
Doesn't bring you to the created record. But perhaps that is possible by adjusting it..

Ran into issue when cloning opps with deactivated products. Returns a generic error message.
(the clone with products option is hidden in the old native classic button when there are deactived products)
But now the button is visible for all opps.