FavoritJennifer Marsh (Creation Technologies) fragte in #Data Management5. Apr. 2021, 19:24Close DatesIs there way to auto-update the close date field when someone closes and opportunity? I would like for hte close date to reflect the day something was actually closed not a future date. 2 AntwortenSortierenNach Datum sortierenNach "Am hilfreichsten" sortierenNach Datum sortierenMehr Kommentare laden...Akzeptierte AntwortTony Trinh5. Apr. 2021, 19:27Hi Jennfier, You can use Process Builder with a criteria of the StageName reaching "Closed Won" or "Closed Lost" Use an Update Records Immediate Action and update the Close Date field with the following formula:TODAY()Mehr anzeigenKommentar hinzufügenAntwort schreiben...FettKursivUnterstreichenDurchstreichenListe mit GliederungspunktenNummerierte ListeLink hinzufügenCodeblockBild einfügenDateien anhängenLink-URLAbbrechenSpeichern0/9000Antworten
Akzeptierte AntwortTony Trinh5. Apr. 2021, 19:27Hi Jennfier, You can use Process Builder with a criteria of the StageName reaching "Closed Won" or "Closed Lost" Use an Update Records Immediate Action and update the Close Date field with the following formula:TODAY()Mehr anzeigen