How to Automatically Deactivate Accounts Having Inactive Opportunities Using Salesforce Flow

This solution uses a Scheduled-Triggered Flow to check each Account's most recent Opportunity daily, and automatically marks the Account inactive if that Opportunity's Close Date is more than 6 months in the past.

Note:

1. This scenario assumes 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. See Set the Default Workflow User to learn how.

As this automation needs to run daily at a set time, we'll use a Scheduled-Triggered Flow. Follow the steps below to build it.

Create the Scheduled Flow

Step 1: Log in to your Salesforce account. Click the Gear Icon in the top right corner 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 click Create.

Step 4: In the Flow canvas, set up the schedule by entering the Start Date, Start Time, and Frequency (set to Daily). Set the Start Date to today if you want the automation to begin immediately, or a future date otherwise. Set the Start Time based on your requirement.

Specify the object and conditions each record must meet to run the scheduled Flow:

Retrieve the Related Opportunity

Step 5: Add a Get Records Element from the Interaction section under the + icon. Configure it as follows:

Calculate Months Since Close Date

Step 6: Create a new Formula Resource to calculate the number of months between the Opportunity's Close Date and the Flow's current run date.

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)

This formula calculates the number of full months between the Opportunity's Close Date and today's date, subtracting one if the current day of the month falls before the Close Date's day of the month — so it only counts complete elapsed months rather than rounding up.

Check the Criteria and Update the Account

Step 7: Reference this formula in a Decision Element that checks whether Get Opportunity returned a record and whether the latest Opportunity's Close Date has exceeded 6 months.

Step 8: Under the branch where an Opportunity was found and the 6-month criteria is met, add an Update Records Element to set the Account's Is Active checkbox to False.

Save and Activate the Flow

Step 9: In the upper right of the Flow canvas, click Save and give the Flow a suitable Label and Description.

Step 10: Click the Activate button next to Save to activate the Flow.

FAQ:

Can I adapt this Flow to check something other than 6 months?

Yes — just change the "Greater Than or Equal" value in the Decision element's condition to whatever number of months fits your requirement.

Why does the Get Records element sort by Close Date descending and return only one record?

This ensures the Flow always evaluates the Account's most recent Opportunity, rather than an older one, when deciding whether the Account should be marked inactive.

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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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