Suppose that at the end of each fiscal year, existing opportunities within Salesforce are "cloned." Over the course of the fiscal year, entirely new opportunities are created. So for a given fiscal year, two types of opportunities are present: 1. deals that are new to the database and 2. deals that are clones from the prior year.
Two questions:
In looking at all opportunities associated with a given fiscal year, is it possible to identify which ones represent "clones" from the prior year?
In cloning opportunities, is it possible to create an indicator that indicates the given opportunity is a "clone" from the prior year?
UPDATE: Dave provided a great solution to Question 2. Question 1 seems like more of a challenge (identifying which opportunities were generated through "cloning" in the past). A follow-up on Q1 in case this makes possible a solution: What if the name of the cloned opportunity is the same as it was in the prior year except for the fiscal year. I.e., CompanyABC 2014-15 (original opportunity) -> CompanyABC 2015-16 (cloned opportunity). Based on this naming convention, would there be some way to identify opportunities cloned in the past?
Opportunity
toOpportunity
and call it something likeSource Record
. Populate it whenever you clone. If it's empty, you know it was never cloned. – Adrian Larson♦ May 30 '15 at 1:26