What does the 'closed date' field mean?
This field is considered to be an 'audit field' and is set when the case is moved to the Closed status. The Case can be opened then closed again, at which point the 'Closed Date' would reflect the new Closed Date, but it is not possible to edit it to a specific value.
How do I remove the close date field from an opportunity?
The standard "Close Date" field cannot be removed from any page layout for the Opportunity object, nor can the "Required" property be removed.
How do I edit the date of a closed case?
The date of a closed Case cannot be manually edited. This field is considered to be an 'audit field' and is set when the case is moved to the Closed status. The Case can be opened then closed again, at which point the 'Closed Date' would reflect the new Closed Date, but it is not possible to edit it to a specific value.
Is close date required 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 closed date in Salesforce?
The Salesforce Opportunity Close Date is your best estimate of when you expect to close the sale. The Close Date will change as you work the sale. It should never be set in stone as it affects your sales pipeline, and it should never be in the past.
How do I hide a close date from opportunity in Salesforce?
Remove the required 'Close Date' field on an Opportunity page...To check the Opportunity page layout, follow the click path below: In Salesforce Classic. ... In Lightning Experience. Gear icon | Setup | Object Manager | Opportunity | Page Layouts | Select the specific page layout.Fields that cannot be removed. Close Date.
How do I close a date in Salesforce?
In Salesforce ClassicGo to the Opportunity record.Change the Close Date to future.Change the Stage of the Opportunity to Close-Won.
What is the closed date?
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. Most of the time, the closing and effective date of a transaction is the same day.
When an opportunity close date is delayed by more than 60 days?
When an opportunity close date is delayed by more than 60 days, the manager and the VP of Sales must approve the change.
What happens when opportunity is closed won?
Won Opportunities is the count of sales opportunities that are “Closed Won”. It is a measure of success of the Sales, Marketing, and Product teams. "Closed Won" is the stage at which a quote or proposal has been signed or electronically accepted and is now considered fulfillable.
What are the five stages of opportunity?
The five popular opportunity stages many companies use....These are the opportunity stages used by many of our customers.Prospecting (or Qualifying).Discovery (or Needs Analysis).Customer Evaluating (or Proposal).Closing (or Negotiation).Closed Won.Closed Lost.
How do I turn off required fields in Salesforce?
In Lightning:Go to Setup | Object and Fields | Object Manager | Lead.Click Page Layouts.Click the desired Page Layout name.Click the wrench icon for the Company field.Uncheck the Required checkbox and click Ok.Save the Layout.
What is opportunity History Report Salesforce?
View information about the history of your opportunities, including stages and close date.
What is the purpose of the log a call feature?
The 'Log a Call' button creates a completed task or activity record for your Users to document communications.
What are Salesforce opportunities?
What is an opportunity in Salesforce? A Salesforce opportunity isn't a person or a business entity. It's a potential future sale for an account you want to work on or track. You can use Salesforce opportunities to forecast sales for your business.