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Remind Your Sales Team When a Renewal Comes Due

Create a Process to remind users when a customer's recurring subscription comes due. Reduce churn by nurturing your recurring revenue.

Create a Process

  1. Open Setup.
  2. Search for Process Builder in the Quick Find box, and open it.
  3. Click New.
  4. Name your Process something like Subscription Renewal Reminder.
  5. Under the process starts when dropdown, select A record changes.
    Image of new process template with process name filled out and process set to start when a record changes.
  6. Save your changes.

Tell the Process That It's Based On an Opportunity Being Edited

  1. Click + Add Object on the process map.
  2. From the Object dropdown, select Opportunity.
  3. Under start the process, choose when a record is created or edited.
  4. Add object template filled out with object set to opportunity and start the process set to when a record is created or edited.
  5. Save your changes.

Tell the Process What Criteria Causes It to Run

  1. Click + Add Criteria on the process map.
  2. Name the criteria Opportunity Closed as Won.
  3. Under Define Criteria for this Action Group, select Conditions are met.
  4. Under Set Conditions, choose Stage > Equals > Picklist > Closed Won.
  5. Under Conditions, select All of the conditions are met (AND).
    Process Criteria template filled out.
  6. Save your changes.

Tell the Process What to Do When Criteria are Met.

  1. Click + Add Action on the process map.
  2. Under Action Type, select Create a record.
  3. Name your action Create Renewal Opportunity.
  4. Under Record Type, select Opportunity.
  5. Under Set Field Values, choose Close Date > Formula, enter the formula TODAY () + 365, and click Use this Formula.
  6. In the next row, select Name > String > Renewal.
  7. In the next row, select Stage > Picklist > Qualification.
    Process Action template with
  8. Save your changes.
  9. Activate your process. It now runs whenever criteria are met.