Salesforce has explicitly designed Quotes to not be “cloneable” (at least, not very easily). The following parameters are needed to successfully clone a Quote: clone=1 — Tells the application to use the clone feature. oppid=Quote.OpportunityId — Tells the application which opportunity this is for
Table of Contents
How do I clone a quote?
The following parameters are needed to successfully clone a Quote: clone=1 — Tells the application to use the clone feature. oppid=Quote.OpportunityId — Tells the application which opportunity this is for You would use the New Quote action (see URLFOR) to create a button that would clone the quote.
How do I clone an opportunity in Salesforce?
Enter the name of the configuration, and select the primary object that will be cloned. The configuration name will be referenced in the custom button. We selected the Opportunity as the primary object for this cloning example. This is the configuration page where record relationships are displayed that will be cloned with the opportunity.
What are new opportunities and quotes in Salesforce?
New Opportunities and Quotes in Salesforce are often similar to ones that already exist. Salesforce has the ability to clone an existing Opportunity with Products, but the ability to set values or include other relationships is missing.
Can a cloned object be inserted in Salesforce sobject?
In this case, the cloned object won’t be inserted it’s simply used to know what was changed. Salesforce sObjects have a method called clone which takes optional parameters. Anything that’s queried can be included as part of the clone, some of the parameters are related to whether to keep the Id, etc.
Can we clone a quote in Salesforce?
The Salesforce CPQ Clone with Related button on the Quote object enables the ability to clone quotes with related items such as quote lines and quote line groups.
How do you clone a quote?
To clone a quote:On the Quote Detail page of the quote you want to clone, click Clone Quote.On the Quote Clone Configuration page, select the following options: Clone Products: Select to clone the products associated with the quote. … Click Next.
Where is the clone button in Salesforce?
So navigate to Setup | Object Manager | Accounts | Page Layouts. Edit the Layout you want to add the new button to. Go to the Mobile & Lightning Actions section and look for the Clone button you created and add it in the Salesforce Mobile and Lightning Experience Actions section of the page layout. Click Save.
What is Clone option in Salesforce?
The Clone button on a case quickly generates a new case using information from the existing case. For example, to log multiple issues for a customer on a support call. In new orgs, the Clone button is available on the Cases page layout by default.
How do I enable clone in salesforce?
To do this go to Setup | Customize | Accounts | Page Layouts. Edit the Layout you want to add the new button to, and double click Detail Page Buttons. Now add the Clone button from the list of available buttons to the list of selected buttons, click OK, and then click Save.
How do I clone an activity in salesforce?
Salesforce Classic does not support the Clone button. Instead, use the Save & New button which serves the same function and purpose as the Clone button.
How do I clone a file in salesforce?
SummaryCreate the Apex class and test class below that will clone a document/file.Create a new field on the object to receive the source record’s Id value.Update the Clone Configuration to assign the record Id value to the new source field.More items…
What is difference between clone and deep clone in salesforce?
vishnu. Hi tanu, If a list is cloned, it duplicates it and has reference. If a list is DeepCloned, it duplicates and doesn’t have any reference.
How to improve above quote in DML?
Note: Above quote can be improved since we are performing DML operation (Element 6) inside the loop. Fetch all the Quote line items and store it in the collection variable and pass the collection to Create Record element directly to save the resources.
What does clone=1 mean?
clone=1 — Tells the application to use the clone feature.
Can you use AJAX to create a button?
You can, however, use the AJAX toolkit (see the documentation) to first query for the opportunity ID, then construct an appropriate URL that could be used to create this button.
How to use a custom button in Super Clone Pro?
A custom button is used to navigate from the Opportunity’s record page to the Super Clone Pro cloning page. Go to the Opportunity object in the Setup menu, and create a URL custom button.
Can you clone with Super Clone Pro?
You have control of the cloning process with Super Clone Pro. We will focus on cloning an Opportunity with it’s related Quotes and Quote Line Items in this ‘How To’. Opportunity Partners, Opportunity Products, Product Schedules, Contact Roles, Attachments, and other custom object relationships can also be included when cloning the Opportunity.
Can you clone a Salesforce quote?
New Opportunities and Quotes in Salesforce are often similar to ones that already exist. Salesforce has the ability to clone an existing Opportunity with Products, but the ability to set values or include other relationships is missing. Super Clone Pro excels in this area because it gives you the ability to set field values and clone multiple relationships up to four levels deep.
What is clone in Salesforce?
Salesforce sObjects have a method called clone which takes optional parameters.
How many types of clones are there in Salesforce?
Salesforce supports basically two types of clones a clone and a deep clone. We’ll go over how to notice the difference later in this post and of course how to create both types. Of course, there will also be some example code on how to create both types of clones.
What does “deep clone” mean?
Is Deep Clone: determines whether the sObject that is cloned is a fully copy and isn’t simply a reference to the object. If true, the duplicate has it’s own variables stored in memory. This means that if you change the original the clone won’t change or that if you change the clone the original won’t change.
What is a deep clone?
As mentioned, the deep clone creates a complete duplicate in memory including all related objects. This should only be used for comparing records in memory as it doesn’t really work as well as you would think.
When to use cloning?
I like to use cloning when I’m doing some really complex apex and there’s a need to understand what was changed by the user or by code. For example, maybe only certain operations should be done when a certain product has been added or a certain field has been increased or decreased. In this case, the cloned object won’t be inserted it’s simply used to know what was changed.
Is autonumber useful in Salesforce?
AutoNumbers can be pretty valuable in Salesforce, but they aren’t generally all that useful in isolation . I don’t think I’ve ever specified true to this parameter.
Can you use DML to duplicate records?
Note, if you do any sort of DML there’s potential for problems with duplicate records. Deep clones should be used with a lot of caution.
Create The Configuration
Create The Custom Button
-
A custom button is used to navigate from the Opportunity’s record page to the Super Clone Pro cloning page. Go to the Opportunity object in the Setup menu, and create a URL custom button. 1. Select ‘Display in existing window without sidebar or header’ as the Behavior. 2. Select the ‘Detail Page Button’ as the Display Type. The URL of the custom button will reference the Opportunity r…
Add The Custom Button to The Page
-
URL Custom Buttons will appear in the Record Highlights section of a Lightning Page. We need to add the custom button to the Opportunity Page layout. Then we need to confirm that the Opportunity Lightning Page references the page layout with the custom button.
Start Cloning
-
We are ready to clone. Find an Opportunity record, and click the Super Clone Pro cloning button. You should see the Opportunity -> Quote -> Quote Line Item hierarchy. Click the ‘Save’ button at the top of the page to create the new records.