Skip to main content

Opportunity → Quotes  Scenario:  When a Quote is approved, automatically mark it as the Primary Quote and uncheck all other Quotes.  Questions:  • How do you update multiple child records?   • How do you avoid recursive updates? 

 

@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * 

2 respostas
  1. 7 de set., 17:58

    Hi @Rohit .

     

     

    I would use a Record-Triggered Flow with a Scheduled Path on the Contract.

    •  Set the Time Source = Contract End Date and Offset = 30 Days Before. 
    •  At the scheduled time, check whether a Renewal Opportunity already exists. 
    •  If not, use Create Records to create the Renewal Opportunity and notify the Account Owner. 
    •  To prevent duplicates, use a Renewal Opportunity lookup or Renewal Created checkbox on the Contract. 

    Flow: 

     Contract → Scheduled Path (30 Days Before End Date) → Duplicate Check → Create Renewal Opportunity → Notify Owner 

     

    This is cleaner than calculating the 30-day window manually. Salesforce supports Scheduled Paths based on a date field with a positive or negative offset. 

     

    Hope This Helps!!

0/9000