Version 4.0: Cloning Answers from Related Opportunity · July 2026

When you clone an opportunity in Salesforce, Spotlight.ai can carry over the original opportunity's answers to Qualification and Discovery questions automatically - so the new opportunity starts with context already in place instead of a blank slate.

Key highlights

• Qualification (stage activity) and Discovery Question answers copy over automatically when an opportunity is cloned from a related deal

• Calculated values - conditionals, success criteria variables, Business Case line variables, and section subtotals - are recalculated fresh rather than copied, so nothing goes stale

• The copy happens automatically during the initial sync, with no manual re-entry and no extra UI needed

• Reduces how many custom Salesforce sync fields customers need to maintain to keep cloned opportunities in sync, cutting down integration complexity and avoiding conflicts with Salesforce validation rules

Requirements

1. A Salesforce Opportunity field of type Lookup(Opportunity) must be created in your organization. We recommend the API name Parent_Opportunity__c but this is up to you.

2. That field must have a value at the time of creating the newly cloned opportunity. Spotlight.ai only clones data when it first finds out about the new Opportunity via Change Data Capture (Platform Event). You cannot first create the cloned opportunity and then assign a value to the field.

3. Send an email to support@spotlight.ai with the subject "Opportunity cloning" and provide us with the actual API name of the Lookup(Opportunity) field.