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            Guidelines for Cloning Quote Lines

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            Guidelines for Cloning Quote Lines

            Clone a product in the line editor and reconfigure the product before finalizing your quote. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            Select a quote line’s clone icon to create a copy of the line below the original line. The cloned line retains all the field values and configurations of the original line, except for the custom fields that aren’t loaded into the quote line editor. To make sure the fields that aren’t typically used in calculations are copied over to the clone, add those fields to the ReferencedFields field set. After cloning, you can change those configurations as needed.

            Clone to Groups

            You can also clone one or more products from a quote line group or solution group directly to another. Select Enable Multi Line Delete in your line editor package settings to enable this feature.

            To clone between groups, select the checkbox for at least one line in a group, and then select the clone icon for any of the selected lines. Click Clone to show a window where you can choose any number of groups to clone your selected lines into.

            Bundles and MDQ products retain their structures when cloned between groups.

             
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