How do I Allow Users to Duplicate an Opportunity?

Updated on November 1, 2017 09:01PM by Admin

At times for the purpose analysis, you may need to create duplicate copy of an opportunity record. You can not only create a duplicate copy of the existing records but also set access privilege to users.

Opportunities App allows you to provide access to the users to duplicate an opportunity. The users who have privilege for duplicating the opportunity, can use “Duplicate” option found in overview page of an opportunity.

Steps to Give User Permission to Duplicate an Opportunity

  1. Log in and access opportunities App from your universal navigation menu bar.
  2. Click on “More” icon and select “Settings” located at the app header bar. 
  3. Click on “Actions” from security drop down from left navigation panel. 
  4. Locate the “Duplicate” option from “Object” section and click on privileges drop down. 
  5. Click "Create privilege" option found at the bottom of the privilege drop down. 
  6. Create privilege pop up appears. Enter the name and description of the new privilege that you want to add against the “Duplicate” button.
  7. Click on "Create" button .
  8. After creating the privilege go to Employees App to give access to particular employees.
  9. Please refer this link:
  10. Now, employee Mark Henry has the privilege  to duplicate an opportunity. In Mark Henry login, the “Duplicate” button will be visible as shown in the image below: