Deep Cloning in Salesforce Revenue Cloud is a game-changer for businesses looking to improve quoting efficiency. By following the steps above, you can empower your sales team to operate faster, reduce manual labor, and accelerate deal cycles.
Salesforce Revenue Cloud offers powerful tools to automate and streamline your quoting and ordering processes. One of the standout features is Deep Cloning, which lets users duplicate quotes and orders—along with all associated line items—with just a few clicks. This blog post provides a step-by-step guide for enabling and using Deep Cloning in your Salesforce org, helping your team save time and reduce manual operations.
To get started with Deep Cloning, you first need to enable the feature within your Salesforce org. Here’s how to do it:
Enabling this setting allows you to not only clone quote lines, line groups, and order products, but also unlocks the Deep Cloning option.
Once the Deep Cloning feature is enabled, you need to make the action accessible to your users:
When viewing a quote with products, Salesforce now presents the option to clone individual quote lines or utilize the new Deep Clone functionality. With Deep Clone:
A key difference from previous solutions like Salesforce CPQ is that Deep Cloning brings over all related line items, saving sales reps significant time and reducing errors.
With Deep Cloning, your team can effortlessly copy entire quotes—including all products—without manually re-entering each line item. This is especially valuable when handling repeat business, tailoring variations for different customers, or expediting the quoting process.
Deep Cloning in Salesforce Revenue Cloud is a game-changer for businesses looking to improve quoting efficiency. By following the steps above, you can empower your sales team to operate faster, reduce manual labor, and accelerate deal cycles.
Deep Cloning in Salesforce Revenue Cloud is a game-changer for businesses looking to improve quoting efficiency. By following the steps above, you can empower your sales team to operate faster, reduce manual labor, and accelerate deal cycles.
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