Copy Configuration Setup

The Copy Configuration feature in Cloud Connect CPQ for Salesforce allows users to copy configuration data from one record to another. You can implement this on both Opportunity and Quote objects. This guide explains how to add the required action to the layout and how to create a custom Screen Flow that enables user selection of a source record and initiates the copy process using the Copy Configuration subflow.

Create a Custom Copy Configuration Flow

The Copy Configuration capability is delivered as a managed subflow that requires two inputs: sourceId and destinationId. Create a Screen Flow to let users select the source record (Opportunity or Quote) and pass both IDs into the managed subflow. You will then expose the flow on the object record page using a Quick Action.

Flow and Variables Creation

1. Navigate to Setup > Flows.

2. Select New Flow.

3. Select Screen Flow.

4. In the Toolbox pane, select New Resource.

   

5. Configure the Resource as follows, then ensure it is available for use as an input variable.

   

Create the Source Opportunity Selection Screen

This screen allows users to select the record from which the configuration will be applied.

1. Create a new element after the Start element of the flow.

   

2. Select Screen as the Type.

3. Enter Select Source Opportunity as the label (or use Quote if applicable). The API Name defaults to Select_Source_Opportunity.

4. Hide the Pause and Previous buttons in the Screen footer settings.

   

5. From the Components pane, drag a Choice Lookup component onto the screen.

6. Label it Source Opportunity and set the API name to Source_Opportunity_Choice.

   

7. In the Configure Choices section, select New Choice Resource.

   

8. Configure the Record Choice Set as shown below.

   

9. Configure how each Choice is displayed.

Create the Source Opportunity Not Selected Error Screen

If the user does not select a record, display an error message.

1. Add a new Decision element after the Select Source Opportunity screen.

   

2. Set up Record Not Selected as follows.

   

3. Add a Screen element to inform the user that a Source Record was not selected.

4. Add the required Error message text using a Display Text component.

5. Configure footer buttons as needed.

6. Add an End element after the error message screen.

   

Create the Source Opportunity Verification Screen

After the user selects a record, show them the key details for confirmation.

1. Under the Default Outcome path, add a new Get Records element.

   

2. Set up Get Records as follows.

   

3. Add a new Screen element and name it Source Opportunity Details/Source_Opportunity_Details.

4. In the Next or Finish Button Label field, enter Copy.

   

5. Add a new Section component and create an extra column.

   

6. Using the Display Text component, build the verification layout. Fields may vary depending on your object or business requirements.

7. To reference data from the selected Opportunity, use the Get Opportunity element via the Resource Picker.

   

Copy Configuration Managed Subflow Utilization

Use these steps to add the Copy subflow.

1. Add a new Subflow element.

   

2. Choose Copy Configuration Screen/Xplx_CopyConfigScreen.

   

3. Set up the subflow inputs as shown below.

   

4. Save and activate the flow.

Create a Quick Action

To allow users to launch your flow directly from an object record page, create a Quick Action.

1. Navigate to Setup > Object Manager > Opportunity > Buttons, Links, and Actions.

2. Select New Action.

   

3. For Action Type, select Flow.

4. Choose the Screen Flow you created.

5. For the Label, enter Copy Configuration to Current Opportunity (or a label appropriate for Quote).

6. Enter an API Name.

7. Select Save.

Add the Quick Action to the Opportunity Layout

Use this option to surface the managed action directly on the object record page for end users. Add the packaged 'Copy Configuration to Current Opportunity' action to the layout.

1. In Salesforce, navigate to Setup > Object Manager > Opportunity/Quote > Page Layouts.

2. Select the required layout.

3. Select Mobile & Lightning Actions in the toolbar.

4. Drag Copy Configuration to Current Opportunity to the Salesforce Mobile and Lightning Experience Actions section.

   

5. Select Save.