Clone Opportunity with Products action on Opportunities ( Lightning Component )

I am following this idea since I needed this feature in one of my projects. Since Salesforce already has this in their future roadmap, I realized that It could be an addition to my #GivingBackToCommunity list. I managed to create a lightning component which can be used with lightning action on Opportunity records. This will allow users to clone an opportunity with the products.

IdeaExchange Idea

Here is the idea on the IdeaExchange

clone with products

Lightning Component for Clone with Products

Here is the link to the Lightning Component GitHub repository
clone with products

 

Steps to Install/Configure this component in your Org

For Sandbox/Dev Environment

First, you need to identify whether you want to install a managed or unmanaged package. This can be determined based on your purpose. If you want to amend existing functionality then the unmanaged package is what you are looking for. If that’s not the case and you just want to test it before installing it to the production then managed package is your best bet.

  1. Install the package in your Org. Following are the links to the package installation URL.
    Link to unmanaged package
    Link to managed package
  2. After installing package¬†successfully, you need to configure it and you will have to switch to Salesforce classic view as you need to update the fieldsets ( fieldsets are not available in lightning experience till Winter ‘2018 release).
  3. You have 2 fieldsets first one on Opportunity object and the second one on the OpportunityProduct object. These fieldsets let you decide which field values you want to copy to new opportunity ( cloned opportunity ). By default, it will copy those fields only which are required to save the record.
  4. To modify the fieldset fields navigate to Setup | Customize | Opportunity | FieldSets and you will find the Clone Opportunity Field Set.
  5. You can add fields which you want to be copied in the new opportunity. See the below screenshot.
  6. After adding the fields in the fieldset, you need to add action to the page layout. So navigate to the page layout section and drag the “Clone with Products”¬†action on the pane.
  7. Save everything and switch back to lightning experience view to use this feature.
Screenshot_9
Clone Opportunity Field Set

 

Screenshot_10
Lightning action in page layout

 

For Production Environment

  1. Install the package in your Org. Following are the links to the package installation URL.
    Link to managed package

Rest steps are same as explained for the sandbox environment.

Please let me know if you have any feedback on this.