When using repeat opportunities, should we clone the previous opportunity or create a new one from scratch?

In Salesforce, you have two choices when cloning opportunities: Clone or Clone With Related. The difference is that the latter will add the products from the originating opportunity to the newly cloned record. Cloning an opportunity makes sense when you are confident the customer is buying the same set of products or services. This situation will often be the case with repeat opportunities. However, you should guard against salespeople automatically cloning records without considering the additional items that would increase the size of the repeat deal.

Can Salesforce automatically generate repeat opportunities for recurring business?

Repeat opportunities can be automatically created for recurring businesses by either building a flow or using the GSP Subscription Manager. Use the guidance in this blog post (When Repeat Opportunities Are Right, and When They Are Not) to validate that you are not creating repeat opportunities when scheduling the opportunity revenue over time would be a better solution.

How do we distinguish between a true new sale and a repeat purchase of the same product or service?

To differentiate between a true new sale (often referred to as a new logo sale) and repeat purchases (existing logos), you can use a Flow to set the opportunity Type field or a custom field automatically. The flow fires when a salesperson creates an opportunity and checks whether there are any existing closed-won opportunities on the Account. Ensure that the Flow ignores Closed Lost deals. Best practices recommendations include incorporating logic into the flow so that if any other deal is won on the Account in the interim, subsequent opportunities are set to repeat purchase or existing logo. Optionally, allow a grace period so that all opportunities that close within a specific timeframe of the first new business deal (e.g., twelve months) are also classified as new logos rather than existing logos.

Revenue Schedules Archives

How to Manage Revenue Recognition in Salesforce | With Examples

By Gary Smith | April 3, 2025 |

How to Manage Revenue Recognition in Salesforce | With Examples Understand how to approach revenue recognition in Salesforce – and get it right. Last updated December 3, 2025 Written by Gary Smith, CEO Tracking revenue recognition in Salesforce is a powerful capability that delivers many benefits. That’s especially true if your opportunity revenue accrues over…

4 Types of Framework Agreements You Can Manage In Salesforce

By Gary Smith | March 20, 2025 |

How to manage framework agreements using Salesforce.

4 Types of Framework Agreements You Can Manage In Salesforce Understand the best way to manage framework agreements and forecast revenue in Salesforce. Last updated September 8, 2025 Written by Gary Smith, CEO At A Glance Framework agreements – sometimes called MSAs or umberalla contracts – play a big role in major deals, setting the…

When Repeat Opportunities Are Right (And When They Are Not)

By Gary Smith | February 27, 2025 |

When Recurring Opportunities Are Right and when it is better to use schedules.

When Repeat Opportunities Are Right (And When They Are Not) Learn how to handle repeat opportunities in Salesforce the right way. Last updated November 13, 2025 Written by Gary Smith, CEO At a Glance Getting repeat or recurring opportunities right in Salesforce can be difficult. Many businesses either create them when they shouldn’t, or fail…

How To Confidently Forecast Revenue Over Time With Schedules

By Gary Smith | April 1, 2021 |

How To Confidently Forecast Revenue Over Time With Schedules How to avoid common pitfalls with your revenue forecast and take control of what’s ahead. Last updated September 19, 2025 Written by Gary Smith, CEO Many people tell me how it’s difficult to forecast revenue over time in Salesforce. That’s partly why they often make one…

9 Ways Opportunity Products Deliver Big Benefits In Salesforce

By Gary Smith | February 27, 2020 |

9 Ways Opportunity Products Deliver Big Benefits In Salesforce How opportunity products transform your sales process with deeper forecasting and pipeline control. Last updated September 19, 2025 Written by Gary Smith, CEO Opportunity products are the physical items and services you sell on an opportunity in Salesforce. However, if you don’t use opportunity products, what’s…

Track Revenue Over Time In Salesforce Using Revenue Schedules

By Gary Smith | August 3, 2017 |

Link Close Dates To Product Schedules To Avoid Warped Forecasts

By Gary Smith | February 28, 2017 |

Link Close Dates To Product Schedules To Avoid Warped Forecasts The simple fix to keep your revenue forecasts accurate and hassle-free. Last updated October 15, 2025 Written by Gary Smith, CEO Here is something that will inevitably your revenue forecast utterly wrong if you are using Product Schedules in Salesforce. The salesperson modifies the opportunity close date.…