You can check against the IsWon field. AND (IsWon, Date_of_Event__c - CloseDate > 30) You could also check IsClosed if you want to be sure you only fire for Closed/Won records:
Full Answer
How do I retrieve a closed report in Salesforce?
2:265:53Closed Lost Opportunity In Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSearch for that in the click find box. And I want to scroll down to the opportunity record theMoreSearch for that in the click find box. And I want to scroll down to the opportunity record the opportunity object I should say and click on fields and relationships.
What happens when opportunity is closed won Salesforce?
Using the “closed won” Salesforce function is a way of categorizing the sale as 100% closed and completed, allowing you to move on to the next sale. It is the opposite of “closed lost” . which describes a situation in which a sale was not successfully concluded, and a customer or client has been lost.
What is closed won in Salesforce?
"Closed Won" is the stage at which a prospect has signed or electronically accepted a contract and is now considered a customer.
How do I create a closed win opportunity in Salesforce?
Click Setup | Object and Fields | Object Manager | Select Opportunity. Click Fields & Relationships....In Salesforce Classic:Click Setup | Customize | Select Opportunity.Click on Fields.Click Stage.Under the Opportunity Stages Picklist Values section, click edit to map the Stage Name with the correct Type.Click Save.
What is closed lost?
Closed Lost is a process where the Opportunity is officially Closed in your Customer Relationship Management (CRM) system, for example Salesforce. It is completed by the Business Development Manager (BDM) or Inside Sales Representative or via a Survey.
What are closed opportunities?
A closed won opportunity is a sales deal that has reached the final Stage in your sales cycle. There is a firm commitment to purchase by the customer and the opportunity has reached a probability of 100%.
How do I view stages in Salesforce?
0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports. And create aMoreNow another way in addition to stage history. Related list is you can go into reports. And create a history report and so here's the different.
How do I view open opportunities in Salesforce?
How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items...
How do you update opportunity status in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
What is Salesprocess in Salesforce?
Sales Process is the Salesforce term for the different steps, or stages, that a donation (or other Opportunity type) moves through. For example, a donation may start as Prospecting, then become either Closed/Won or Closed/Lost.
How many opportunity stages can you have in Salesforce?
fiveThe five popular opportunity stages many companies use. How to make the changes in Salesforce.
Where are opportunity stages in Salesforce?
Creating a custom sales process within Salesforce is easy – you simply need to create the stages with their relevant characteristics filled in, and then order them correctly. To create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage.