Automatically clone records based on certain criteria using Flow

Automatically clone records based on certain criteria using Flow



Create a record-triggered flow, opportunity, on create or update, action, and related records


Decision Element:

criteria like

StageName equals Closed Won (select - only if...)


Create Element:

One record to create, Use Separate.., Object : Oppty, 

Set

Name equals Cloned from Record.Name

AccountId equals Record.AccountId

CloseDate equals Record.ClosedDate +365 (date)

RecordTypeId equals Record.RecordTypeId

StageName equals Prospecting

Pricebook2Id equals record.Pricebook2Id


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