Hi SF Community,
I created a process builder to move the close date of opportunities that =0% to closedate = TODAY(). However, when I activated this, it moved around 1000 oppties from previous quarters to a November 1 close date.
Can someone view the screenshots below and let me know what I'm doing wrong?
답변 2개
You have no criteria to prevent those with 0% to not change to Today()
I would probably do something like this:
probabaility equals 0
Close date greater than formula Today()
Field Update:
Close date equals Today()
Bigger question though, why are you having to assign a close date to these opportunities? are they being left in some sort of 'unclosed' state?
