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Auto generated Renewal Opportunity

I am new to SalesForce and really do not have any experience with Apex Coding. My company wants to be able to automatically generate a Renewal Opportunity when Stage is set to Closed Won. We have a 7 Record Types for Opportunities ("New Sales : New Systems", "New Sales : Services Only", "Active Client : Renewal", "Active Client : New System", Active Client : Services Only", "Debook - Full", and "Debook - Partial") and out of those 7,  the first 5 would need to generate a Renewal Opportunity with a Record Type "Active Client : Renewal". I saw that there were a few blogs about cloning the opportunity but in my case that would not work due to the fact Record Type needs to change so does many of the fields. Also, I wouldn't need to map the Opportunity Products from the original Opportunity.


Please if anyone can help me. It's greatly appreciated!


try the appexchange for Clone add-ins first to see if there is an add-in that can accomplish this.


there are numberour clone add-ins for free:



Kinetic GrowthKinetic Growth

Hi Brittany


If you're still looking for a way to automate renewals, here's some info about the Encore app that might help:


Encore is a renewals management & subscription billing app that’s built entirely on Salesforce. 


The software automates the renewals process by automatically creating renewal opportunities and emailing quotes to customers.  Moreover, Encore can automatically process recurring payments.  For example, it can automatically charge a customer’s credit card every month.


Encore begins by building and automatically maintaining a sales history for each account – a list of products an account has previously purchased – including prices, discounts, and terms.  The software uses this information to keep your renewal opportunities continuously up-to-date and to email the renewal quotes from Salesforce.


Encore can also provide a website/portal where customers can view their accounts on the web and make online payments.


You can learn more from the Encore website:


And from the Encore AppExchange listing:


the interests of full disclosure, this post is by Kinetic Growth, the company that makes Encore.  Please contact us if you have any questions.