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Configure the Deep Clone API in Enterprise Sales Management (Managed Package)
Accelerate multi-site enterprise sales by using the Deep Clone API to duplicate complex quotes and orders. In one single operation, you can replicate line items, Quote Members, discounts, price adjustments, promotions, and custom objects. This feature enables sales representatives to efficiently mirror large-scale orders across hundreds of locations, removing the need for manual data entry.
This feature is part of the Communications Cloud managed package.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
You can access the Deep Clone API through multiple interfaces:
- Invocable Apex Action: Available to all Communications, Media, and Energy & Utilities (CME) managed package customers. Use this for Agentforce topics and Flows to build custom cloning experiences.
- Integration Procedure (IP): Available to all managed package customers for flexible configuration and orchestration of cloning workflows.
Supported Clone Operations
Use the Deep Clone API to replicate these record types:
- Multi-Site Quotes: Clone complex enterprise quotes with multiple service locations, members, and quote groups
- Simple Quotes: Duplicate standard quotes with product configurations and pricing
- Orders (Draft Status): Clone orders that are in Draft status to accelerate reorders or similar fulfillment scenarios
How Cloning Works
The Deep Clone API supports two primary modes of execution defined by the executionMode parameter:
- Asynchronous (async): The default mode. Use this for internal Apex batch processing to handle large quotes or orders without hitting governor limits.
- Synchronous (sync): Use this for smaller quotes with fewer related objects that fall within standard Apex processing limits.
The cloning mechanism helps you:
- Duplicate a master record and its child records in a single operation.
- Clone into new or existing records while updating specific fields like record names during the process.
- Process related objects such as Quote Groups, Members, and Line Items in a sequential, sorted order to ensure correct linking.
- Build custom cloning experiences within Flows using the Invocable Apex Action.
- Trigger pricing and validation rules immediately after cloning to ensure data accuracy.
A telecom company renewing contracts for 250 retail locations can create one master quote with all service line items, bulk discounts, and quote members, then use the Clone API to replicate it across all locations in minutes. This eliminates hours of manual data entry for all 250 locations and ensures pricing consistency across the enterprise. Sales reps only need to update location-specific details like site addresses and local manager names.
A sales rep needs to create multiple quotes with the same product bundle for different customers during a seasonal promotion. Using the Clone API in sync mode, they can duplicate the template quote and update customer-specific fields like Name and Account using targetFieldUpdates, ensuring consistent pricing across all customer quotes.
A business customer places the same order quarterly. Instead of re-creating the order from scratch, the sales rep clones the previous Draft order, updates the order date and quantity adjustments, then submits it for fulfillment—saving time and reducing configuration errors.
- Implement Deep Cloning by Using Invocable Action
Use invocable actions to implement deep cloning of quotes and orders. The clone record invocable Apex class contains the core logic. Large JSON inputs in cloning configurations can exceed Agentforce character limits. Therefore, use this recommended implementation path. - Set Up Deep Clone API Configuration
Configure and implement the fully invocable Clone API to support programmatic automation for enterprise quotes and enterprise orders.
