Opportunity cloning should clone the contact roles too - Ideas - Salesforce Trailblazer Community
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Delivered in Spring 20
Delivered in Spring 20

Opportunity cloning should clone the contact roles too

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Currently, the cloning of an opportunity does not clone the contact roles associated with the opportunity.

Our organization creates a number of opportunities with identical or similar contact roles. We often create "template opportunities" which contain the common re-usable data which saves us a lot of time re-keying information for similar opportunies. The addition of the cloning of the contact roles associated with an opportunity would be tremendously helpful, as these contact roles are often forgotten in the cloning and update process of the new opportunity.

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Latest Comment from Salesforce

  • Aria Niazi - 6 months ago

    In the Spring '20 release, the opportunity object will have a new "Clone with Related" action that will provide option to clone related opportunity contact roles and opportunity products in Lightning only. 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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