How to populate original opportunity create date on cloned opportunity

Question

At the beginning of every year, we mass update any open opportunities that were created 2 years prior and prevent users from changing the sales stage back to an open stage. In the event that any of these opportunities are still active, we instruct users to clone them.

However, in cloning them, visibility of the original opportunity create date is lost. I want to create a field that will capture this date but for the life of me cannot figure out how to do so.

Can anyone assist? Thanks in advance.

Answer 1

You can populate the new field from the cloned Opportunity's CreatedDate in insert trigger.

Apex has two methods that let you detect if a record is being cloned and from what source record id. You can use this in your triggers.

• isClone() - Returns true if an entity is cloned from something, even if the entity hasn’t been saved.
• getCloneSourceId() - Returns the ID of the entity from which an object was cloned.

Refer this thread, for more details

Now, using the isClone() method you will get the cloned record and getCloneSourceId() will give you the original record Id, which can be used to query the CreatedDate.