There are lots of reasons you might clone a record in Salesforce. Whether it's adding a new location for a large business, copying the details of a support case, or creating a renewal Opportunity for a deal, cloning reduces manual effort and human error. But a clone gives you an exact copy, and only of the record you're cloning, not any related items. If you need the ability to make a partial copy of a record and include stuff from it's related lists, like Contact Roles or notes, you need the free app Super Clone! Check it out today!

The CloudMyBiz Team




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