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Hi Everyone,

we have the issue that since switching to lightning the clone function with and without products are not working.

 

One issue we are having is that the clone copies every existing field from an opp and saves this then changes the Stage back to the first stage in the Sales process.  If you have copied a closed won opp and in the meantime have added a new field with validation to force completion this is causing an error but the data is just lost.  Even if you manually change the stage to the first stage before saving it does the copy of contract signed irrelevant of what is entered into the form.  We have an added difficulty that we lock down the opps after closed won and only finance can update them as commissions are calculated of the back in a 3rd party tool.  Therefore if a closed won opp is cloned the user gets the error that they cannot edit as they don't have rights.

 

Does anyone have thoughts or a solution?

Thanks

Sarah

2 条评论
  1. 2019年7月18日 10:58

    HI Ruth, thanks for your help. We have added the cleanup to our historical data for future cases. We have over 1000 users so training is out of question it just has to work. I think we need to also remove the loop we added when cloned to put stage down to 1st - I thought this was out of the box but seems to be our doing.

    Regards

    Sarah

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