A client I’m consulting with is dissatisfied with using Salesforce’s standard Opportunity Clone feature for their Renewal Opportunity creation, so he asked if I could develop a Clone solution with several custom features, and his requested features include…
- Ability to Control Which Fields are Cloned
- Set default field value
- Set default field value with Merge Field
- When an Opportunity is Closed Won, clone the Opportunity automatically
- After an Opportunity is cloned, allow the user to change the Price Book without re-adding all Products from the new Price Book
Since feature #1, #2 and #5 already exist in my Easy Pricing for Opportunity app, so I went ahead and added the "Merge Field" feature and a new "Clone Opportunity" checkbox field (this field can be used for the Flow Automation) to the latest version (4.25.0) of the Easy Pricing for Opportunity App. These new features were also added to the other Easy Pricing Apps too...
- Easy Pricing for Quote
- Easy Pricing for Order
- Easy Pricing for Service Contract
- Easy Pricing for Work Order
- Easy Pricing for Sales Agreement
For those of you who want to give "Easy Cloning" a try in your Salesforce org, please read this article of mine on LinkedIn.