The use case of this process that a business required a new opportunity to be automatically created when an opportunity is closed.

I created two new fields:

  • A formula field which calculates the date 120 days from the close date
  • A checkbox called “one time activity”

This process:

  1. Happens when a record changes
  2. Is on the opportunity object
  3. Starts when a record is created or edited
  4. Criteria is when the conditions are met
  5. Conditions are: stage = closed won & one time activity = false
  6. All conditions are met
  7. The action is to create an opportunity
  8. Fields are given with the values to assign in the new opportunity record
  9. Another action is created of type update record
  10. The one-time activity checkbox of the cloned record is checked so it will not be cloned again if someone updates it

Screen Shot 2018-03-22 at 2.36.37 pm.png

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