Version 4.0: Cloning Answers from Related Opportunity · July 2026

When you clone an opportunity in Salesforce, Spotlight.ai can now carry over the original deal's Qualification and Discovery Question answers 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

Setup: a Salesforce admin defines a Parent Opportunity lookup field on the Opportunity object (API name must be Parent_Opportunity__c). When a new opportunity references a parent through that field, Spotlight.ai copies the parent deal's answers during the initial sync.