Скачать или смотреть Renewal Opportunities in Revenue Cloud

Unlock smarter renewals in Revenue Cloud Summer ’25!
In this video, I break down the new “Create & Update Renewal Opportunities” Flow template and show how it automatically spins up forecast opportunities the moment assets are created—then keeps them in sync when customers amend or cancel. Perfect for revenue teams who rely on pipeline accuracy and want to ditch manual spreadsheets.

What you’ll learn
00:00 – Intro – why renewal-forecast automation matters
01:10 – Under the hood – platform-event–triggered Flow walkthrough
03:28 – Live demo – creating a quote ► order ► asset ► renewal opportunity
05:48 – Amendments – watch the Flow update product quantities & amounts in real time
08:08 – Renewal quotes – quick screen-Flow trick to launch “Initiate Renewal” against the right opportunity
09:56 – Key takeaways & next steps


Resources
Salesforce doc: “Automate Renewal Opportunity Creation & Asset Renewal” (Summer ’25)
https://help.salesforce.com/s/article...
Jetstream DevTool (handy for subscribing to platform events): https://github.com/jetstreamapp/jetst...
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