4
1. Log into salesforce 2. Click on opportunity that you want to clone 3. Click on drop down arrow 4. Select clone 5. Now you know what to do How to clone opportunities in Salesforce lightning LIST OF STEPS 1. Log into salesforce Go to lightning view and click on opportunities Back to top

How to clone opportunities in Salesforce lightning

  • Upload
    others

  • View
    10

  • Download
    0

Embed Size (px)

Citation preview

Page 1: How to clone opportunities in Salesforce lightning

1. Log into salesforce

2. Click on opportunity that you want to clone

3. Click on drop down arrow

4. Select clone

5. Now you know what to do

How to clone opportunities in Salesforce lightning

LIST OF STEPS

1. Log into salesforce

Go to lightning view and click on opportunities

Back to top

Page 2: How to clone opportunities in Salesforce lightning

2. Click on opportunity that you want to clone

Just choose what you wan to clone

Back to top

3. Click on drop down arrow

in the right header menu bar

Page 3: How to clone opportunities in Salesforce lightning

Back to top

4. Select clone

.

Back to top

5. Now you know what to do

You got it. Good job. We are done with this tour. Visit GuideMe.Io to create your own free and custom tours.

Page 4: How to clone opportunities in Salesforce lightning

Back to top