Close Dates

Question

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.

Tony Trinh · Accepted Answer

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()

Lakhan Meghani · Answer

Hi Jennifer,   If you create a opp with any future close date and make it closed won now, then it update it as close date= Today

Close Dates

Data Management

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