Hi,

We have a use case where we would like to restrict the possibility of creating more than one open opportunity of a certain record type on an account. So for example: let's say we have a record type called New Sale, and one record type called Upsell. It should then only be possibly to create a single open New Sale opportunity. If there's an open New Sale opportunity a new one can not be created. However, if there's an old New Sale opportunity that's closed, then a new New Sale opportunity *can* be created. Meanwhile, the Upsell opportunity should not be affected by any of this, and multiple Upsell opportunities should always be able to be created.

Is this possible to do? If yes, would it have to be done in Apex, or could a flow be built for this?