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Admin User 5168 SF helpdesk created a process to pre-fill fields on new opportunities. I want to set this up so it does not get triggered when an opportunity is cloned. Please help!
SF helpdesk created a process to pre-fill fields on new opportunities. I want to set this up so it does not get triggered when an opportunity is cloned. Please help!
There is a workaround I can think of until they add this feature.
Create a checkbox called "Original" or something. When an opportunity is created, and that process builder launches to pre-fill a bunch of fields, make sure it also "checks" this box.
Keep this box hidden from profiles (but editable by peeps).
That way, when an opp is being cloned, it'll also clone that checked box.
For the original process builder, make a criteria that says, "Original = False."
That way, when the opp is being cloned and is new, it will see the box is checked, and ignore pre-filling the fields.