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Michael DaltonMichael Dalton 

Create new opportunities using visual workflow

Hi,

I wanted to get advice and guidance on the following action.

We usually use an apex trigger to create an opportunity automatically when a previous opportunity is set to "Closed - Won"

I would like to know if it might be possible to create this using visual workflow?

We sell warranty products and would like to have a new opportunity created for 1 year in the future, if the initial warranty is opportunity is closed won.

Thanks for reading this.

Mike




Pankaj Verma 07Pankaj Verma 07
Hi Mike,

Yes, the action you want to achieve is acheievable using visual force workflows.But there is a special feature which is available only for pilot customers to trigger a flow using workflow.
If you can get this activated , then you just need to build a flow that created a new opportunity and set the workflow that triggers this flow with the condition as opportunity stage equals Closed-Won.

Please let me know if you need any further information.
Here are  a few links that would help you .
http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_forcecom_process_flow_action.htm
https://help.salesforce.com/apex/HTViewHelpDoc?id=workflow_flow_action_considerations.htm&language=en_US


Best regards,
Pankaj 
SFDC Certified Sales Cloud Consultant ,Admin and Developer