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
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!!