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How do you Enable and Use Deep Cloning in Salesforce Revenue Cloud?

Becca Lough

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.

Enabling Deep Cloning for Quotes and Orders

To get started with Deep Cloning, you first need to enable the feature within your Salesforce org. Here’s how to do it:

  1. Navigate to Setup: Begin by going to the Salesforce Setup menu.
  2. Find Revenue Settings: Use the Quick Find box to search for “Revenue Settings.”
  3. Enable Clone Quotes and Orders: Scroll to the bottom of the Revenue Settings page. Locate the section labelled “Clone Quotes and Orders” and ensure that it is enabled.

Enabling this setting allows you to not only clone quote lines, line groups, and order products, but also unlocks the Deep Cloning option.

Adding Deep Clone Actions to the Quote Layout

Once the Deep Cloning feature is enabled, you need to make the action accessible to your users:

  1. Go to the Object Manager: In Setup, select “Object Manager.”
  2. Locate the Quote Object: Search for and open the “Quote” object.
  3. Edit the Quote Layout: Choose the quote layout you want to amend.
  4. Add Deep Clone to Actions:
  • If you’re using classic layouts, drag the “Deep Clone” action from the list of available Mobile and Lightning Actions to your layout.
  • If using dynamic forms and upgraded actions, open the edit page and add the Deep Clone action there.

How Deep Cloning Works

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:

  • All Associated Data is Duplicated: Not just the quote record, but also relevant quote lines or line groups are cloned into a brand new quote.
  • Easy Workflow: Users simply click the Deep Clone button, and a duplicated quote is created with all the original’s associated data.

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.

Use Cases and Benefits

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.

Conclusion

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.