How to Automatically Deactivate Accounts Having Inactive Opportunities Using Salesforce Flow

In this article, we will see how to achieve this requirement. 

Note:

1. In this scenario, we are assuming that there is a custom checkbox field Is Active (API Name: Is_Active__c) on the Account object to denote whether the Account record is active or not.
2. Make sure the Default Workflow User is set in the org for scheduled flows. Checkout this article to learn how to set the Default Workflow User: https://help.salesforce.com/s/articleView?id=sf.workflow_defaultuser.htm&type=5

As this automation has to run daily at a particular time duration, we will use Scheduled-Triggered Flow. Follow the steps provided below to create the automation:

Step 1: Login to your Salesforce account. Click the Gear Icon on the top right corner of your screen and select Setup

Step 2: From the Quick Find box, search for Flows and select the New Flow button

Step 3: Select Schedule-Triggered Flow and hit the Create button

Step 4: In the Flow canvas, set up the schedule for the Flow to run by substituting the values of Start Date, Start Time and frequency (set frequency to Daily). Set the Start Date to today's date if you are planning to start the automation to work from today otherwise set the date in future whenever you are planning to set the schedule to start running. For the Start Time, assign the value according to your requirement

To have the scheduled Flow running, we have to specify the object and the conditions that each record must meet. Provide the following values

Step 5: Add a Get Records Element available under Interaction section when the + icon is selected

In the Get Records Element, substitute the following values:

Step 6: Create a new Formula Resource Type for calculating the Difference in Months between Close Date and Current Date of the running Flow

Substitute the values as follows:

Formula:

(MONTH({!$Flow.CurrentDate})+(YEAR({!$Flow.CurrentDate})-YEAR({!Get_Opportunity.CloseDate}))*12-MONTH({!Get_Opportunity.CloseDate}))-
IF(ADDMONTHS({!Get_Opportunity.CloseDate},MONTH({!$Flow.CurrentDate})+(YEAR({!$Flow.CurrentDate})-YEAR({!Get_Opportunity.CloseDate}))*12-MONTH({!Get_Opportunity.CloseDate}))>{!$Flow.CurrentDate},1,0)

Step 7: Once the Formula is created, we will reference this in the Decision Element for checking if the Get Opportunity is Null or not and if the latest opportunity Close Date has exceeded 6 months or not.

Create a Decision Element as follows:

Step 8: Under the branch where the Get Opportunity is found and the latest Opportunity's Close Date has exceeded 6 months criteria is satisfied, we will add an Update Records Element to update the Is Active checkbox on the Account record as False to denote that the Account is now inactive

In the Update Records Element, substitute the following values:

Step 9: Now, on the upper right side of Flow canvas, hit the Save button and provide a suitable Flow Label (It is a best practice to provide descriptions)

Step 10: Finally, click on the Activate button available next to the Save button to activate the Flow

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Written by: Ajaypreet Singh Saini | Forum Ambassador
Ajaypreet Singh Saini is working as a Salesforce Implementation Specialist at Grantbook. Prior to Grantbook, Ajaypreet served as a Salesforce Administrator for 2 years working on Sales Cloud where he was responsible for configuring and administrating complex processes and maintaining security of Salesforce Instance.

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