Workflow Publishing Requirements (Remove Opportunity)

To successfully publish a workflow, it's essential to define both a workflow trigger and a workflow action. If either is missing, the workflow can only be saved and won't be publishable.

Opportunity Removal Action

The Opportunity Removal action allows you to unlink an opportunity from contacts within a specific workflow. This functionality is particularly useful for maintaining an organized and accurate sales pipeline by automatically removing outdated or irrelevant opportunities from contacts when certain conditions are met.

How to Remove an Opportunity

To utilize this feature, add a new workflow action, choose Remove Opportunity, and then select the appropriate pipeline from the Pipeline dropdown menu. This method is effective for clearing out old opportunities, ensuring that your CRM data remains current and accurate.