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How to create a copy of Opportunity?

Posted on by 130

How to create a copy of Opportunity?

  • Verified answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,403 on at
    RE: How to create a copy of Opportunity?

    You also can use a Workflow, Flow or a new relationship map so you can create an opportunity from a subgrid on the form.

  • Suggested answer
    Nya Profile Picture
    Nya 29,050 on at
    RE: How to create a copy of Opportunity?

    Hi,

    Please try to create a process as an action called Clone Record and added button on the form using Ribbon Workbench tool.

    Then Add a JavaScript method on button click to trigger an action created above.

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