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What happens if I change opportunity close date to today?
Another issue with this workflow, if user have open Opportunity with Close Date in the future, when user change the Stage to Closed Won and also change Close Date to Today at the same time, system will change it back to the original Close Date, because it match rule criteria in Workflow.
How to automate close date field via opportunity stage field?
You should link the Close Date field in Opportunities with the Stages Closed Won or Closed Lost, so that the date that the Opportunity is moved to Closed Won or Lost, the Close Date will automatically change to that date. It is not practical to expect the sales person to do this manually. Most simply will not take the extra effort to do so.
How to add fields to opportunity close form?
After you’ve created the fields that are required by your organization, add those fields to the Opportunity Close form, so sales representatives can capture data in those fields at the time of closing opportunities. In the solution explorer, under Components, expand Entities, and then expand Opportunity Close.
How to capture data about an opportunity close?
To enable sales representatives to capture relevant data about an opportunity close, create fields as required by your organization for the Opportunity Close entity. For example, if your organization would like to know the profit margin for all the won opportunities, create a new field called Profit Margin.
What happens when you close an opportunity in Salesforce?
Salesforce users may experience when they close won an opportunity, the close date change to today, but that is not what the user want. What is happening? Is admin or developer write some code on this? Let us analyse the behaviour.
What happens when the close date changes to today?
But, since the Close Date has changed to TODAY, then we change it back to the Original Close Date, when we look at the field history, notice they are two transaction on Close Date.
How can I send an email when an opportunity closed date has passed?
How can i send an email when an opportunity closed date has passed todays date ?? Welcome to Support! Search for an answer or ask a question of the zone or Customer Support. Need help? Dismiss Don’t have an account? Don’t have an account? How can i send an email when an opportunity closed date has passed todays date ??