Salesforce Spring ‘20 release introduced the ability to clone Opportunities or Campaigns (standard sales objects) along with their related records*. This feature can save you time as it allows you to quickly create new Opportunities or Campaigns from existing objects, especially if you are manually copying an object with a large number of records. This is a much simpler way to create Opportunities and Campaigns that tend to be the same year after year. You will no longer need to find and manually add related items one by one when duplicating those records.
This feature is available on Lightning Experience in Professional, Enterprise, Performance, unlimited, and Developer editions.
Special Permissions: 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 use case to clone Opportunities is: An organization that has a major gift or grant that renews each year. You can clone these records and just update the date and stage and you are ready for the new year.
A use case to clone Campaigns is: 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.
* This feature currently only works with Salesforce’s standard sales objects (for Opportunities in NPSP this only includes “Opportunity Contact Roles” and for Campaigns in NPSP only “Campaign Member Status” is included). So if you need to clone a NPSP or custom object, we recommend you use this free Salesforce lab until the native functionality is fully developed (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000004cbbDEAQ). Salesforce has a history of developing new features for its standard sales objects first. It then opens it up to the rest of the objects and then to the custom objects. This feature would be very useful for those land trusts that track phases and subdivisions of easements, so stay tuned!
Please email your support email address with any questions.