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            Considerations for Cloning Opportunities

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            Considerations for Cloning Opportunities

            Review considerations for cloning an opportunity with or without its related contact roles, products, and product (line item) schedules.

            Required Editions

            Clone action available in Lightning Experience, Salesforce Classic, and the Salesforce mobile app in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            Clone with Related action available in Lightning Experience in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Fields You Can’t Access

            • If the record you’re cloning or a related record contains a field you don’t have access to, the field in the new record is blank.

            Fields with Read-Only Access

            • If the record you’re cloning contains a field you have read-only access to, the field in the new record is blank. However, if a related record contains a field you have read-only access to, the field value is copied into the new record.

            Custom Fields with Unique Values

            • If a related record includes a custom field configured to contain a unique value, you must delete the value before cloning the opportunity.

            Related Records Limit

            • Related contact role, product, and product (line item) schedule records can’t total more than 999.

            Validation Rules, Apex Triggers, and Workflow

            • Related records are cloned in batches of up to 200. For example, if you clone an opportunity with 500 related records, it’s cloned in three batches. Validation rules, Apex triggers, and workflow are applied separately to each batch.
             
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