Create a Renewal Opportunity

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  • เผยแพร่เมื่อ 4 ต.ค. 2024
  • How to auto-create a renewal opportunity using process builder in Salesforce Lightning.
    ***If you have a lot of important and active data in your Salesforce I strongly encourage you to test your processes in a Sandbox first!
    If you're new to process builder please check out the intro Trail below.
    trailhead.sale...

ความคิดเห็น • 5

  • @balbirrao3551
    @balbirrao3551 3 ปีที่แล้ว

    Mac, nicely explained, got it in one shot. How do we add products and move it to contracts? If you explain that I will learn it better.

  • @SunnyJaySabuero
    @SunnyJaySabuero 6 ปีที่แล้ว +1

    How do we include the line items during the auto renew process?

  • @kjannati
    @kjannati 5 ปีที่แล้ว

    Same question as Sunny. What about the line items? Can we include them? I’m assuming it’s performed via flow.

  • @crmmates
    @crmmates 3 ปีที่แล้ว

    If the opportunity is renewed, how can we add the products under it, with new pricebook ?

  • @lessan8016
    @lessan8016 5 ปีที่แล้ว

    Hi what if my criteria will be on account : custom date ? is that possible to renew my opp ?