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Overview


In this section, you will find information on how to mass clone a quote / quote items in Salesforce.com.

 

 

Concerned profiles:

     ALL

Table of content


 

Step By Step


When the user has generated the quote he may need to add some quote line items. For example if the customer needs to have the same product sent to multiple ship to accounts.

Then the user will mass clone the quote line items to avoid creating it one by one.

The user will go to the quote related list and open a line items he wants to clone and click Mass clone button

Then the user clicks on “mass clone” button and will arrive to the cloning edit page.

He will then have to choose the number of clones needed and click ok?

All the clones will appear in a table and the user can then update information before saving.

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