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neily-boyneily-boy 

Effectively Clone Opportunities

Hi.

 

I am looking to Clone Opportunities whilst keeping Contact Role in place. At the moment, when I clone an opportunity, it links to the Account, but not the contact. I need it to link to the Contact. I have asked this in Salesforce Ideas and also in Customer resources. I was told that in here I might get an answer.

I am using PE

 

Cheers in advance.

HaagenHaagen

Hi,

 

I have not been working with cloning of Opportunities (except from the SFDC UI). However I know that the Contacts are linked to the Opportunity through the OpportunityContactRole object.

 

Hope it helps!

 

Cheers!

 

Martin
neily-boyneily-boy

I see the link and I know that once the opportunity has been cloned, I can go back in and add the opportunity contact role for th contact.

 

I suppose what I am looking for a is a quicker way, so that the contact role is set up as soon as the clone is created.

 

Any ideas?