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?
2 个回答
Hi @Rohit .
For this requirement, I would use a Record-Triggered Flow with a Scheduled Path on the Contract.
Approach:
- Schedule the path for 30 Days Before → Contract End Date.
- At that 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, maintain a Renewal Opportunity lookup or a Renewal Created checkbox on the Contract and check it before creation.
Flow:
Contract → Scheduled Path (30 Days Before End Date) → Duplicate Check → Create Renewal Opportunity → Notify Account Owner
Hope This Helps!!
