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Copy one entity record to another

After setting up templates and field mapping, we are now ready to copy details from one entity to another entity record.
Here are the steps for the same:
  • Navigate to Opportunity --> Select and open a record to clone --> Click on Click2Clone button.
  • Once cloning is finished, cloned order record will open up.
For further queries, reach out to us at [email protected]
Last modified 1yr ago