Clone Opportunities or Campaigns Along with Their Related Records

The Clone with Related action makes it simple to create recurring opportunities and campaigns. Your account reps no longer have to find and add related items one by one when they re-create those records.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Who: To use the Clone with Related action, users must have Create permission on opportunities or campaigns and Read access to the record they want to clone.

Why: Sales reps and marketers can easily include related records when they clone opportunities or campaigns.
A rep can renew a subscription by cloning contact roles, products, or product (line item) schedules along with an opportunity.
The Clone with Related action on an opportunity, and the dialog where you can choose to include products and contact roles in the new opportunity
When you use the Clone with Related action on a campaign, we duplicate your campaign record along with all its member statuses.

How: In the Object Manager, find the Opportunity or Campaign object and select Page Layout. Add the Clone with Related action to the layout, and save. In the dialog, the order of the options can’t be changed.