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Alex ValavanisAlex Valavanis 

Auto clone Closed Won opportunities

Hello,

I'm very new to developing and i'm pretty sure this question has been raised before BUT

Could you please tell me how to auto clone CLOSED WON opportunities (new business and renewals) 30 DAYS  BEFORE EXPIRY DATE for example. Is there a step-by-step guidance?

Thanks,
Alex
Amit Chaudhary 8Amit Chaudhary 8
You can create the Batch job to clone the closed opportunity. And Schedule the Batch job in late night
Please check below post for Batch job
1) http://amitsalesforce.blogspot.com/2016/02/batch-apex-in-salesforce-test-class-for.html

Let us know if this will help you
 
Alex ValavanisAlex Valavanis
Hi,

I was thinking something like a flow in which a closed won opportunity would be cloned as "prospecting" 30 days before its expiry day.