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Delivered in Spring 20
Delivered in Spring 20

Lightning - Include Clone with Products action on Opportunities

Sales, 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 - 5 months 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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