Salesforce Platform: Clone Opportunity with Products Using Flow

Step 1: Create a Flow

Click New Flow from the flow menu within Salesforce setup
Choose Screen Flow



Now, we need to create a way to store the record Id of the Opportunity we’re going to be on at the time - the one we want to clone!

Step 2: Create a resource to get the Current Opportunity Id

Within Flow, navigate to Toolbox > Manager > New Resource:
Resource Type: Variable
API Name: recordId
Description: Record Id of the current Opportunity
Data Type: Text
Availability Outside the Flow: Available for input


Now we’ve stored the record Id of the opportunity, we need to get the record in flow in order to get some of it’s details for the new cloned record.

Step 3: Add the Element to get the current Opportunity

Add Element > Get Records
Label: Get Opportunity
API Name: Get_Opportunity
Description: Gets the current opportunity
Object: Opportunity
Condition Requirements: All Conditions Are Met (AND)
Field: Id
Operator: Equals
Value: {!recordId}
Sort Order: Not Sorted
How Many Records to Store: Only the first record
How to Store Record Data: Automatically store all fields


Once we’ve got the Opportunity record we need to also get the related Opportunity Product/Line Items

Step 4: Add the Element to get the current Opportunity line items

Add Element > Get Records
Label: Get all Opportunity Line Items
API Name: Get_Opportunity
Description: Get all Opportunity Line Items from the current Opportunity
Object: Opportunity Product
Condition Requirements: All Conditions Are Met (AND)
Field: OpportunityId
Operator: Equals
Value: {!recordId}
Sort Order: Not Sorted
How Many Records to Store: All records
How to Store Record Data: Automatically store all fields


In this next step we need to create the cloned Opportunity record, we can do that by adding a ‘create record’ element and mapping the relevant fields

Step 5: Add the Element to create the new Opportunity

Add Element > Create Records
Label: Create Opportunity
API Name: Create_Opportunity
Description: Create Clone Opportunity with Opportunity Line Items
How Many Records to Create: One
How to Set the Record Fields: Use separate resources, and literal values
Object: Opportunity
Field: Name <- Value: {!Get_Opportunity.Name} + “NEW”
Field: AccountId <- Value: {!Get_Opportunity.AccountId}
Field: CloseDate <- Value: Formula (14 days from now)
Field: StageNAme <- Value: Prospecting
Field: Pricebook2Id <- Value: {!Get_Opportunity.Pricebook2Id}



Now, in order to add all of the Opportunity Products/Line Items, we need to loop over all of the ones associated to the old Opportunity, map the values we want to keep but also point the new Opportunity Products/Line Items to the newly created Opportunity record.

We do this by looping over all of the Opportunity Products/Line Items, using the assign element to map our old Opportunity Products/Line Items into a new Opportunity Products/Line Items variable, keeping the values we want and ensuring the new Opportunity Id is added.

Finally, to maintain a bulkified design, we add that newly created record variable to a collection, in order for us to create them all in one go!

Step 6: Add the Element to loop over the current Opportunity’s Line items

Add Element > New Loop
Label: Loop current Opportunity Products
API Name: Create_Opportunity_Products_on_new_Opportunity
Description: Loop current Opportunity Products to add to the new Opportunity
Collection Variable: {!Get_all_Opportunity_Line_Items}
Direction: First item to last item

Add the resource to create the new Opportunity Product/Line Item record variable
Toolbox > Manager > New Resource:
Resource Type: Variable
API Name: New_Opportunity_Product
Description: New Opportunity Product based on all of the previous values (except from the assigned opportunity Id)
Data Type: Record
Object: Opportunity Product
Allow multiple values (collection): False

Add the resource to store a collection of new Opportunity Products/Line Items
Toolbox > Manager > New Resource:
Resource Type: Variable
API Name: New_Opportunity_Products
Description: Collection of the new Opportunity Products
Data Type: Record
Allow multiple values (collection): True
Object: Opportunity Product

Step 7: Map the old Opportunity Products/Line Items to the new record variable

Add Element > New Assignment
Label: Assign current Opportunity Product Values to New Record
API Name: Assign_current_Opportunity_Product_Values_to_New_Record
Description: Assign current Opportunity Product Values to New Record
Variable: {!New_Opportunity_Product.ListPrice}
Operator: Add
Value: {!Loop_current_Opportunity_Products.ListPrice}

Do this for all values you wish to map.

Note: ensure the newly created Opportunity Id is mapped!

Variable: {!New_Opportunity_Product.OpportunityId}
Operator: Equals
Value: {!Create_Opportunity}


Now add that record to a collection for bulkified record creation

Add Element > New Assignment
Label: Assign Single Record to Collection
API Name: Assign_Single_Record_to_Collection
Description: Assign current Opportunity Product Values to New Record
Variable: {!New_Opportunity_Product.ListPrice}
Operator: Equals
Value: {!Loop_current_Opportunity_Products.ListPrice}

Step 8: Create the Opportunity Products/Line Item records

Add Element > Create Records
Label: Create Opportunity Products on new Opportunity
API Name: Create_Opportunity_Products_on_new_Opportunity
Description: Create Clone Opportunity with Opportunity Line Items
Variable: {!New_Opportunity_Products}
Operator: Add
Value: {!New_Opportunity_Products}

Save & Activate your Flow


Add your Flow to an Opportunity record page either as a flow component or a button!

Your flow should look like this:


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Written by: Jonathan Fox | Salesforce Answers Leader 
Jonathan Fox is the proud owner of the Trailblazer Golden Hoodie. He currently works as a Technical Architect for Intellect Design Arena, a Salesforce implementation partner in the FinServ industry. Salesforce Architect community group leader, Salesforce Military Trailblazer and all round advocate for the Salesforce platform, Jonathan looks to help and share wherever possible.

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