CV Opportunity Clone with Products, Quote Clone and Quote Clone with Line Items

$399.00 / year

With this App by CloudVandana Solutions, you can easily Clone Quotes with Line Items, Clone Quotes, clone Opportunity with its related Products in Lightning Experience. It is easy to configure and clone your records at the click of a button. It saves time and increases the productivity of the Sales Rep.

Highlights:

  • One-Click Clone Quotes with Line Items,
  • One click Clone Quotes
  • One-Click Clone Opportunity with Products.
  • Just need to add the button/actions to your Opportunity, Quotes Layout to use the app.
  • You can specify ‘Prefix’ and ‘Suffix’ values to your clone Opportunity name as well.
  • Natively designed on Salesforce
  • 5 start rating on AppExchange

Category:

With this App by CloudVandana Solutions, you can easily Clone Quotes with Line Items, Clone Quotes, clone Opportunity with its related Products in Lightning Experience. It is easy to configure and clone your records at the click of a button. It saves time and increases the productivity of the Sales Rep.

Highlights:

  • One-Click Clone Quotes with Line Items,
  • One click Clone Quotes
  • One-Click Clone Opportunity with Products.
  • Just need to add the button/actions to your Opportunity, Quotes Layout to use the app.
  • You can specify ‘Prefix’ and ‘Suffix’ values to your clone Opportunity name as well.
  • Natively designed on Salesforce
  • 5 start rating on AppExchange

FAQ

Answer: We would require your Salesforce login credentials. Or, you may grant login access for Salesforce as well following steps at How to Grant Login Access to Salesforce Support. Please Select CloudVandana Solutions Support in Grant Access To.
Answer: You must have My domain enabled to use the Opportunity Clone with Product app. The easiest way to see if you have My Domain enabled is to log into Salesforce and look at the address bar. If you see something like https://yourcompanydomain.my.salesforce.com, then you are all set and can skip to the next step. However, if you see something like https://na31.salesforce.com, you do not currently have My Domain enabled and need to take a few extra steps first. For more details, watch a demo of My Domain or review the My Domain module on Trailhead.

Specifications

Product Version: CVOppLineItemClone / 4.3.0

Package Name: CVOppLineItemClone

Category: Salesforce Native Apps

Salesforce Supported Editions: Professional, Enterprise, Unlimited, Developer, Performance

First Release: 6/28/2019

Latest Release: 1/22/2020

Language: English

Other System Requirements: No additional system requirements

Highlights: Optimize for Lightning Experience, One-Click Solution to clone opportunity with products.

Supported Browser: MICROSOFT®️ EDGE CHROMIUM

                                    GOOGLE CHROME™️

                                     MOZILLA®️ FIREFOX®️

                                     APPLE®️ SAFARI®️

Documentation

Please click here for Product Documentation

Customization

Changelog

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