Clone with Related Action Clones Objects Along with Their Related Records

#1MinuteTip The ‘Clone with Related’ action clones objects along with their related records. When clicked on the action, all of the original object’s related records are also added to the cloned object.

It proves beneficial in the case of recurring Opportunities and Campaigns. Your account reps no longer have to find and add related items one by one when they re-create those records.

clone with related action

References & Useful URLs

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Scroll to Top
Introducing All Access Pass