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Jin Kaur 7Jin Kaur 7 

Create Renewal Opportunity from Closed Won Opportunity based on End Date of Product

I want to create an Opp RT "Renewal" any time a Opportunity is Closed Won.  The new Stage will be Qualified
This Opportunity should clone the Products from the initial Opp which contain a Start and End Date (custom fields) 
The Start Date on the new Opp Product line items should be the End date of the old one.

Can anyone help please?

Pratidnya MorePratidnya More
If you want to clone a record and its children, then it's appropriate to combine a process and a flow.
Use Process builder and flow.

Pratidnya More
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