Clone and Split Salesforce Opportunities: Copy or Move Related Records with ZaapIT
How do you clone or split a Salesforce opportunity without losing the right related records?
Use Copy when a new opportunity should reuse selected products while preserving the original deal. Use Move when part of an existing deal belongs on a separate opportunity with its own close date, owner, or sales outcome. ZaapIT’s Split Opportunity dialog lets you review new field values beside the originals, select related product records, and choose Copy or Move. This guide connects real questions from Salesforce users with a practical walkthrough of those controls.
