whats the easiest way to clone all data from a object and create a new object? For instance I want to duplicate all data from opportunity at the point of closed won to become a new object i named Project.

August 25, 2018
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Naveen Ila
Hi Tim

We can achieve this using process builer.

Set the criteria like

isChanged(Opportunity.Stage) && Opportunity.Stage='ClosedWon'

Be sure whenever new is field added to Opportunity, the process builder needs to be updated to pass new field value to Project object.

Let me know if want to implement anyother complex business functionality here.

Regards,
Naveen Ila

August 25, 2018
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whats the easiest way to clone all data from a object and create a new object? For instance I want to duplicate all data from opportunity at the point of closed won to become a new object i named Project.

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