Mark Salesforce Sales Account Inactive if No Opportunity for X Days

Step 1: Create a Roll-up Summary Field on the account object that will show the most recent closed date of the opportunity where Stage equals Closed Won using the MAX option on the Roll-up Summary Field. Set Field to Aggregate to Close Date.



Step 2: Create a formula field on the Account object that returns a number (0 decimal) which is the number of days. The formula checks if the account has at least one closed won opportunity, then returns the number of days since the opportunity closed (using the rollup summary field created in Step 1. If no closed won opportunity exists, then use the account created date and return the number of days since the account was created

Example Formula: 

IF(
ISBLANK(Most_Recent_Closed_Date__c),
TODAY() - DATEVALUE(CreatedDate),
TODAY() - Most_Recent_Closed_Date__c
)

Step 3: Create a Scheduled Flow that should be scheduled to run daily and put the criteria that if Closed_Won_Opp_Since__c  Greater Than 180 and the Operator DOES NOT EQUAL Inactive then update the account status to Inactive. You can set the Start Date, Start Time & Frequency of the flow to any preferred value.



Step 4: Set criteria for the records that should enter the flow and update the Account Record value to Inactive