How to Create a Salesforce Renewal Opportunity with Automation

[@alfiaquadri5270]

Thanks, this was helpful, is there a way to link the renewal opp to the original opp. So we have an opp which is closed won and it has a contract end date, when the contract end date it reached, it auto renews unless the customer cancels. I can use this flow to create the renewal opp. But how to connect the renewal opp to the original opp? Just for reporting purposes to see which opps renewed and which did not? Thanks

[@heket789]

I have this same question - would love to figure this out

[@RevOpsforSalesforce]

Create a "lookup" field on opportunities and populate the field with the opportunity ID from the original Opportunity in the flow

[@susanmetz2184]

Thanks! This is a very helpful video. We usually sign 5 year contract and when Year 1 is Closed Won I want to create a separate renewal opp for Year 2, 3, 4 and 5. How could I loop through this logic so that the correct number of opps are created?

[@RevOpsforSalesforce]

Hey Susan! Great to here it helped. Nice! If you’re closing a 5 year contract would you just want to recognize the revenue in different years? If so, you could use a product schedule & orders/contracts. Do you want to shoot me an email at [e-mail] with more detail and I can make a video for you? Thanks

[@kathyharringtonsullivan562]

@@RevOpsforSalesforce would love to see what you did with this, it's exactly what I'm in the process of buildiing!

[@nitinrai8443]

Hey buddy can I talk to you regarding Salesforce I have some confusion,need your help

[@thomasbugg7612]

Is there any way to specify the page layout when creating the new renewal opportunity?

[@RevOpsforSalesforce]

You would have to set the record type via the profile and/or record type. I've seen record types used for renewal opportunities. With dynamic page layouts in lightning this may be doable through "edit page" as well... depending on your needs

[@ankitsingh-gj4hq]

I have a Opportunity Record Triggered Flow which creates a opportunity team member. Does it means it create a renewal opportunity as well or the opportunity team member is a different thing. I want to include other data for example 'Sub region' data from original Closed-won OPP into the auto-created renewal OPP

[@RevOpsforSalesforce]

Hey man, sorry for the delayed reply. Do you still need help with this? Send your need to [e-mail] and I'll make a video for you. Sounds like you want to have multiple actions on a single flow - totally possible.