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...
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.
How do we include the line items during the auto renew process?
Same question as Sunny. What about the line items? Can we include them? I’m assuming it’s performed via flow.
If the opportunity is renewed, how can we add the products under it, with new pricebook ?
Hi what if my criteria will be on account : custom date ? is that possible to renew my opp ?