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How Long can a Workflow be Active on a Record?
I have customers that automatically renew every year. The process initiates with a Sales Order. Then, upon renewal or cancellation (which is Marked on the Customer Record) I need a workflow to Create Record.
Which is a best practice structure?
1) Initiate on Sales Order > Workflow Remains Active > At Year 1 an Action Create Record occurs and the record remains in the workflow > When the Customer Record is Marked Cancelled then an Action Create Record occurs and the record exits the Workflow. This could be years before cancel occurs.
or
2) When a field on the customer record indicates that 1 year has passed, then a workflow is deployed on the Customer record an Action Create Record occurs and the record exits the workflow. If Cancelled is marked on the Customer record, then a workflow is deployed on the Customer record an Action Create Record occurs and the record exits the workflow.