• Sumit Verma 41
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Hi guys, my requirement is,

Create Renewal Opportunity - When opportunity stage is set to “Closed Won”, renewal
opportunity needs to be created with the following field mapping
Record type = “Renewal” (Create Opportunity Record Type, if not exist)
Account = Account of Original Opportunity
Type = Type of Original Opportunity
Stage = “Negotiation/Review”
Renewed from Opportunity = Original Opportunity (Create Lookup field of Opportunity on
Opportunity)
Close date = Close date of Original Opportunity + 10 Days
Name = “Renewal” + [SPACE] + Original Opportunity Name
2. Copy opportunity line Item to the renewal opportunity from Original Opportunity
  • August 24, 2019
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