• Sonu G
  • NEWBIE
  • 0 Points
  • Member since 2019

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 1
    Replies
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
  • Like
  • 0
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
  • Like
  • 0