We wanted to remove the Close Date field from the page layout, but this is not possible, and it's also set as a mandatory field, and this cannot be changed.
We don't use forecasts, nor do we ever plan to in the future, so the Close Date isn't at all important to us until the opportunity has really been closed. What I was thinking of doing was creating a button that would open a new opportunity with record type of "Grant", and it would sit next to the existing "New" button. Ideally I'd this to happen from the page in my picture. Is this possible? And can you give me some basic guidance on how its done please?
Alternatively, if you have another way around having to populate the close date, please let me know! Thanks very much
4 risposte
Hi Glenn,
You can leverage the Actions feature to create new records and set pre-defined values for custom and standard fields. As the Actions module currently relies on the Publisher you won't be able to expose it on the Opportunity home page but you could expose it on the Account page by using an Object Specific Action or in the Home tab by creating a Global Action. Here's an example of how this might work as a Global Action accessible from the Salesforce Home Page:Enter Setup > Create > Global Actions > Global Actions
Click the "New Action" button and set the values as follows:
This will create a new Action definition that, when used, will create an opportunity with a predefined Record Type of 'Grant'. One you have the values set as desired, click 'Save' to continue to the next screen. The Action Page Layout will appear and display the a list of fields associated with the Opportunity object.
Adjust the fields listed here to fit your needs. Note that you should limit this to the bare minimum fields that you need here so remove Close Date or other values that are not relevant to your use case. These fields are really meant to provide a way for quick-input of key fields -- the full Opportunity page layout will be available once the record has been created. After you have adjusted the page layout to fit your needs click Save and continue to the Action detail page which should look something like this:
Click 'New' and select 'Close Date' from the list of available field and then enter the value of your choice for the Close Date. In this example I have set the close date using a formula that looks that the current date and adds 30 to it. You can adjust this as needed to fit your needs.
Press 'Save' to add this predefined field to your Action and repeat the process for any other fields which should have predefined values. Once all customizations have been made to the action you need to edit the 'Global Publisher' layout and add this action to the list of items in the section titled "Quick Actions in the Salesforce Classic Publisher" and save the changes. Once saved, navigate to the Home page in Salesforce, expand the 'Feed' and look for the 'New Grant' option -- it should look something like this.
Note that the field list here mirror what was defined in the action page layout -- again, customize this to best fit your needs. Additionally, see that the Close Date has been set to 10/10/2016 which is using the 'Today()+30' formula from the predefined value that we added to the Action. All your users would need to do is supply the Opportunity Name, Account Name and Stage before pressing 'Create' and the new Opportunity would be created and accessible to them.
If you implement this as a Object Specific action under the Account you can automatically pre-fill the Account information and use the pre-defined field functions to update opportunity fields with value from the associated account record.
Here are a couple of additional resource that can help guide you in creating and customizing Actions.
https://resources.docs.salesforce.com/202/8/en-us/sfdc/pdf/actions_impl_guide.pdf
https://trailhead.salesforce.com/lex_implementation_customization/lex_implementation_customization_actions
