Cloning an opportunity quickly creates a new opportunity with the same information as the existing on. Before you clone Salesforce opportunities, make sure you’re familiar with these considerations.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: All Editions for organizations activated before Summer ’09|
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for organizations activated after Summer ’09
- If you have read-only access to a field, the value of that field isn’t included in the cloned opportunity.
- If the opportunity has an associated opportunity team, the team isn’t included in the cloned opportunity. You’ll need to add the opportunity team to the cloned opportunity.
- If the opportunity has any associated products that contain unique custom fields, you must delete the values in the custom fields before cloning the opportunity.
If you have read-only access to a field, the value of that field is not carried over to the cloned record.