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Flow to auto-close Opportunity based on last activity date
Hello,
I am trying to write a flow to auto-close opportunities based on the last activity date so I can avoid mass updating lists of opps every couple of weeks. So far I have not been able to make this work.
I created a custom field called "Days Since Last Activity" and would like any opp that is not "Closed Won" or "Closed Lost" to be automatically moved to "Closed Lost" once the Days Since Last Activity field hits 240 or higher.
Any help or guidance would be appreciated!
I am trying to write a flow to auto-close opportunities based on the last activity date so I can avoid mass updating lists of opps every couple of weeks. So far I have not been able to make this work.
I created a custom field called "Days Since Last Activity" and would like any opp that is not "Closed Won" or "Closed Lost" to be automatically moved to "Closed Lost" once the Days Since Last Activity field hits 240 or higher.
Any help or guidance would be appreciated!
In this scenerio you have to use scheduled trigger flow as below. Set the frequency as Daily at some time.
set the object settings as below.
Save the flow and activate it. The flow gets scheudled and you can see it in scheduled jobs.
This flow runs every day at particular time and tries to update the stage.
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
Do you have 'Days Since Last Activity' field populated in you org?
Thanks,
Is that a formula field ?
Thanks,
In this scenerio you have to use scheduled trigger flow as below. Set the frequency as Daily at some time.
set the object settings as below.
Save the flow and activate it. The flow gets scheudled and you can see it in scheduled jobs.
This flow runs every day at particular time and tries to update the stage.
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,