How to Create a Renewal Opportunity With Salesforce Flow

Опубликовано: 25 Октябрь 2024
на канале: OptiOpp - Salesforce
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This flow automation will automatically create a renewal opportunity when a deal is won. It also includes a Contract End Date field and a validation rule so that this field must have a value in order to move an opportunity to closed won.

Renewal opportunities in Salesforce are important because they help businesses track and manage the renewals of their contracts with customers. This is crucial for maintaining and building long-term relationships with customers, as well as for ensuring that the business is able to continue to generate revenue from those customers.

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