To determine whether a subscription is new or a renewal from the Opportunity records in Salesforce,

the consultant should utilize a Custom Formula in the data transformation process. Here’s the

rationale:

Custom Formula Usage: By employing a custom formula, the consultant can create a logical

expression that checks the historical data associated with each account. If an account has previous

closed-won opportunities, any new opportunities can be labeled as renewals; otherwise, they are

considered new subscriptions.

Data Insight: This method provides a straightforward way to derive new insights (new vs. renewal)

directly from existing data without altering the data structure itself, making it a non-invasive and

efficient solution.

Implementation: The custom formula can be applied in a recipe or directly within a dataflow in CRM

Analytics, offering flexibility in how and where the transformation is executed.