Create a formula field datatype as a checkbox. If you want to validate its endDate with current date then and place this formula in the editor IF (End_Date__c > TODAY (), true, false) If you want to validate its endDate with start date then and place this formula in the editor IF (End_Date__c > start_Date__c, true, false)
- Click the Forecasts tab.
- If you're using Lightning Experience, click the gear in the upper right of the forecasts page. If you're using Salesforce Classic, click Change in the rollup table.
- Select a beginning and ending period.
- Save your changes.
How to validate EndDate with current date in Salesforce?
For example if end date is 30/6/2017 it should be checked meaning project is going on and if date is 1/5/2017, it should get uncheck. Create a formula field datatype as a checkbox. If you want to validate its endDate with current date then and place this formula in the editor IF (End_Date__c > TODAY () , true, false)
Is it possible to track the last stage change date in Salesforce?
Perhaps it would be useful to track the last stage change date in Salesforce by the average number of days for the following reasons: There are two solutions we can use, a simpler, more limited option, and another more complicated, but more efficient, The simple solution involves of creating date fields on the opportunity object.
How to create a completed date field in Salesforce?
Select Date data type, click Next. Name the field (Completed Date), click Next. Set the field as read only, click Next. Add it to the page layouts and save. Go to Gear icon | Setup | Object Manager | Activity | Fields & Relationships. Click New. Select Date data type, click Next. Name the field (Completed Date), click Next.
How do I make a read only date in Salesforce?
Select Date data type, click Next. Name the field (Completed Date), click Next. Set the field as read only, click Next. Add it in the page layout/s and save.
What is a lookup field?
The lookup field is used in a process to update the end date on the current stage (see step #4).
Can you put start date fields on a page?
You can put these fields, along with the Start Date fields, on the page layout, but it’s recommended that the Start Date fields be read-only.
Can you use Salesforce roll up summary fields?
The automation is ready now, but we still need to roll up those numbers to the opportunity. We can’t use Salesforce’s roll-up summary fields since we want to roll up the duration fields, which are formulas. Besides, the limit on roll-up summary fields is often an issue with opportunities, as we often come across orgs where plenty of roll-up summaries are present.
Is Salesforce a good platform?
We all love Salesforce, it’s an amazing platform that makes it easy to capture important data and manage the sales cycle. There are, however, some limitations with its base functionality. That’s when Salesforce growth experts like ourselves step in and provide guidance on how to overcome these challenges. Let’s look at how to accurately track Salesforce opportunity stage changes.
Can an opportunity go back and forth in stages?
3) Opportunities going back and forth in stages are not well represented. With the current setup, we only put the first date an opportunity goes to a specific stage. We could also make it so it always updates the date field when an opportunity goes back to a stage, but we would not have the overall number of days an opportunity spent in any given stage. This is the major limitation that we will address in the second, more complicated solution.
Can duration fields be used to trigger processes?
1) Duration fields cannot be used to trigger processes because they are formula fields;
Can you report how long an opportunity stays at each stage?
One limitation encountered with out-of-the-box Salesforce reporting is that there is no easy way to report on how much time an opportunity stays at each stage. Perhaps it would be useful to track the average number of days an opportunity stays at each stage for the following reasons:
