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Thanks for the thoughts and suggestions! I was hoping for something simple using a rollup field, but this kind of date comparison is not so simple.I think in any case I will need to run a mass job for all opportunities closed within the last year. I've come up with solutions using business rules, calculated fields, and workflows/flows, but they all require running a regular process to update each of those opportunities. The scale of that job can be minimized by running the process for only the records which need updating.
For example, I can use a boolean field "Closed in Past Year". Then, I can run a daily flow through Power Automate that lists all opportunities with a close date between 364 and 365 days in the past. For each record in the list, I will update the boolean field from Yes to No. For our records, this comes out to around 300-500 records. With one mass job to update the records, I then limit the scale of the flow to a manageable amount on a recurrin basis.I am of the mindset to refrain from external customizations if I can find a way to do it without. :)
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