Steps to reproduce.
- Select Object: Opportunity.
- Fill up Rule Name.
- For Evaluation Criteria; select Evaluate the rule when a record is: created, and any time it's edited to subsequently meet criteria.
- Select Run this rule if the ‘Criteria are met’.
- For the Criteria, Select ‘Opportunity: Won’, ‘Equals’, ‘True’.
- Save and next, then click on add a workflow action, select ‘New field update’.
- Fill up the name, unique name and description.
- Select field to update ‘Opportunity’, ‘Closed Date’.
- Click on ‘Use a formula to set the new value’, then paste the formula: Priorvalue (Closedate)
Is there a way to create a Salesforce opportunity close date?
Yes, The steps are simple and you have a few tools to choose from. Manually specify your Close Date (s) for each opportunity. You can use the Salesforce Data Loader to export your opportunities into a spreadsheet, or create a Salesforce report of opportunities which you can also export as a spreadsheet.
What is the correct way to set the close date?
The close date should be set to Today () + the number of days as defined below for each stage: Thanks for the help! To modify this functionality on the page, you'd have to replace the standard New Opportunity page with a custom visualforce page.
How do I remove the close date field on an opportunity?
When creating a new Opportunity it is requiring a Close Date before saving. The Close Date field on an Opportunity is when you expect the Opportunity to be closed, either Closed Won/Closed Lost. This is a required field and you cannot remove the requirement.
How to import opportunities in Salesforce?
Once again, you can use the Salesforce Data Loader with this, or you can use Salesforce's native Data Import Wizard in Setup | Import | Data Import Wizard. In either case, just follow through the wizard to import your updated opportunities. Show activity on this post.
What is the close date in Salesforce?
The Close Date field on an Opportunity is when you expect the Opportunity to be closed, either Closed Won/Closed Lost. This is a required field and you cannot remove the requirement.
What is the closed date?
What Does Closing Date Mean? The closing date refers to the date when a company purchase and sale transaction is signed off and completed. This date may be different than the effective date, which is the date when the transaction is deemed to have occurred.
What are Closed or coded dates?
"Closed or coded dates" are packing numbers for use by the manufacturer. Except for "use-by" dates, product dates don't always refer to home storage and use after purchase. "Use-by" dates usually refer to best quality and are not safety dates.
What does on or about closing date mean?
The “on or about” language is generally interpreted to mean that both parties are afforded a “reasonable adjournment” of the closing date. In the Hudson Valley region, most attorneys interpret “on or about” to mean that either party has thirty days beyond the closing date in the contract to complete the transaction.