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Arash Rah 5
Flow to generate renewal opportunity
Hi,
I want to create a record triggered flow for renewal opportunity so that the it will be closed one year from close date when an opportunity is closed won.
I need to consider the leap year too. Also, the opportunity name should be like this: [opportunity name] - Renewal [renewal count] - year.
For example,
Ford - Renewal 1 - 2024
Ford - Renewal 2 - 2025
Etc.
I want to create a record triggered flow for renewal opportunity so that the it will be closed one year from close date when an opportunity is closed won.
I need to consider the leap year too. Also, the opportunity name should be like this: [opportunity name] - Renewal [renewal count] - year.
For example,
Ford - Renewal 1 - 2024
Ford - Renewal 2 - 2025
Etc.
Hope this will work for you:
Opportunity Name: Concatenate the Opportunity Name, “ - Renewal ”, the number
In the first formula field, enter the formula above.
In the second formula field, enter "365".
In the third formula field, enter "366".
With this flow, when an Opportunity is marked as “Closed Won”, a new Opportunity with a calculated Close Date and updated Opportunity Name will be created automatically.
If you found it useful please appreciate my efforts and mark it as the best answer.
Regards,
Soyab
Thank you for the answer. I am a bit new to this and lost track of you in the part 4.
Am I correct in the value?
In the part 5, should I again create a decision element? Where should I write a formula?
I was wondering if you could show me the answer with the pictures.
https://www.linkedin.com/in/soyab-hussain-b380b1194/ (https://www.linkedin.com/in/soyab-hussain-b380b1194/)