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Rohit . (360 Cloud Solution) asked in #Revenue Cloud
Jun 22, 4:20 PM

Renewal Opportunity Creation Scenario: 30 days before a Contract expires, automatically create a Renewal Opportunity and notify the Account Owner. Questions: • Which Flow type would you use? • How would you calculate the 30-day window? • How would you p

Renewal Opportunity Creation  Scenario: 30 days before a Contract expires, automatically create a Renewal Opportunity and notify the Account Owner.  Questions:  • Which Flow type would you use?   • How would you calculate the 30-day window?   • How would you prevent duplicate renewals?     

1 answer
  1. Abhishek R (Cognizant)
    Jun 22, 4:55 PM

    Hi @Rohit .

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    If you use CPQ or Revenue cloud the process is different. I'll state for normal one. 

     

    In your opportunity you will have a contract and its associated end date. 

    You can run a scheduled triggered flow which checks whether the difference between contract end date and TODAY is grater than 30 days. 

     

    If it matches, perform the creation of renewal opp, notify the owner.

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