Salesforce: Cloning an Opportunity - dummies

By Tom Wong, Liz Kao, Matt Kaufman

If you commonly create opportunities in Salesforce that are similar to each other, use the cloning feature to reduce unnecessary retyping. For example, if you’re an account manager who creates work order opportunities for additional purchases from the same customer, you might want to clone an existing record and change the details.

To clone an opportunity, go to the opportunity record that you want to clone and follow these steps:

  1. Click the Clone button at the top of the record.

    A new Opportunity Edit page appears, prefilled with all the data from the previous record.

  2. Modify the fields, as necessary.

    Pay close attention to content in required fields such as Close Date, Stage, and Opportunity Name because the information prefilled in those fields might be incorrect for the new opportunity. Review data in other fields to ensure that the information is applicable to this new opportunity.

  3. When you’re done, click Save.

    An Opportunity detail page for your cloned opportunity appears.

If your company has legacy databases that contain deal information and you want this data to be in Salesforce as opportunities, you can’t use an import wizard to migrate your records like you can with leads, accounts, and contacts.

If this is a current challenge, seek out your technical staff, system administrator, Salesforce rep, or a Salesforce consultant. With business guidance, a person with the technical know-how can use the Apex Data Loader to import opportunities and other records into Salesforce, which can help you avoid wasting time manually re-inputting opportunities.