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Is 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 respuestas
  1. 5 abr 2021, 19:27
    Hi 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()

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