---
schema_version: "1"
id: 4cf9d5b47489757f2f8c81ddb7399036232546af1081e85e71912ad6b2311585
title: Remind Your Sales Team When a Renewal Comes Due
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_subscription_renewal_recipe.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_subscription_renewal_recipe.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 30e2a67f1a60a26a69d4eabbc65e1ccaca8c35aeee2ca6b147b75c5cfc27dba8
description: Create a Process to remind users when a customer's recurring subscription comes due. Reduce churn by nurturing your recurring revenue.
products:
  - Cross Cloud
release: "264"
---
# 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_subscription_renew_1.png)
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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_subscription_renewal_2.png)
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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_subscription_renewal_3.png)
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/essentials_subscription_renewal_4.png)
8. Save your changes.
9. Activate your process. It now runs whenever criteria are met.