On the Opportunity object, we have a button called "Clone with Related" which allows us to clone an opportunity with its related Products. I'd like to create a similar button for Orders that we can Clone with its related Products. How can I do that?
2 件の回答
Screen Flow should be your best bet. Here's a fun walkthrough you may be able to mirror for your own objects/related objects: https://salesforcetime.com/2021/12/25/using-flow-to-clone-a-record-with-its-related-records/
We've built something similar multiple times and I wish I had this walkthrough the first time.
