Industries CPQ provides a flexible API for cloning records that can invoke via the Developer Console, remote actions, or Agentforce flows. While it shares the core engine with ESM, it is designed to be customizable for various Industries CPQ data structures.
Required Editions
| Available in: Classic and Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions for CME Managed Package |
Key capabilities include:
- Clone to Existing Targets: Use the optional targetRecordId parameter to clone related records (such as line items) from a source quote directly into an existing, empty target quote.
- Customize Field Values: Use targetFieldUpdates to specify unique values for the cloned record. If no update is provided, the cloned record retains the original name.
- Automatic Pricing: Set the runPricing and runValidation parameters to true to trigger
pricing logic and product validation rules immediately after the clone is created.Example Use Case: Deep Cloning a Quote with Price Updates
Note The Clone API is available to all Communications Cloud managed package customers through Invocable Apex Actions and Integration Procedures. For complete configuration steps, execution modes, JSON examples, and implementation guidance, see Configure the Deep Clone API in Enterprise Sales Management (Managed Package).A customer requests a quote for the same set of products they ordered last year, but the sales rep needs the new quote to reflect current pricing and have a unique identifier.
The rep initiates a clone by using the Sync mode for a quick turnaround. They use the target field updates parameter to rename the quote to "2026 Renewal - [Customer Name]" and set run pricing and validation to true to ensure the new quote reflects the latest catalog prices automatically.