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Hi,
I am using the hiSoft ContactRolesRequired package, but it is not working properly when cloning opps. Cloning does not carries the contact role, but still triggers on edit screen, which does not allow to add contact role.
Any solutions you can suggest?
Please see below article, which may help you.
https://ayub-ansari-salesforce.blogspot.com/2017/05/how-to-make-opportunity-clone-for-each.html
You can also use any appExchange app for deep cloning opportunities.
All Answers
Sorry for this issue you are encountering.
Currently, the cloning of an opportunity does not clone the contact roles associated with the opportunity.
There is an idea active on the success community which is under product team review for which you can upvote so that this feature may be available in the mere future.
You can upvote the idea at the below link.
- https://success.salesforce.com/ideaview?id=08730000000BqJYAA0
Hope this helps.Kindly mark this as solved if the reply was helpful so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Thanks,
Nagendra
Thanks, I upvoted the idea, but that does not resolve my issue.
I was hoping for some work around that could help me solve the problem, maybe a trigger or some changes to the validation rule or any.
Please see below article, which may help you.
https://ayub-ansari-salesforce.blogspot.com/2017/05/how-to-make-opportunity-clone-for-each.html
You can also use any appExchange app for deep cloning opportunities.