FavoritosJennifer Marsh (Creation Technologies) perguntou em #Data Management5 de abr. de 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 respostasClassificarClassificar por dataClassificar por mais útilClassificar por dataCarregar mais comentários...Resposta aceitaTony Trinh5 de abr. de 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()Mostrar maisAdicionar um comentárioEscrever uma resposta...NegritoItálicoSublinhadoTachadoLista com marcadoresLista numeradaAdicionar linkBloco de códigosInserir imagemAnexar arquivosURL do linkCancelarSalvar0/9000Responder
Resposta aceitaTony Trinh5 de abr. de 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()Mostrar mais