Clone Opportunities or Campaigns Along with Their Related 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.
- A rep can renew a subscription by cloning contact roles, products, or product (line item) schedules along with an 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.