FavoriteJennifer Marsh (Creation Technologies) asked in #Data ManagementApr 5, 2021, 7:24 PMClose 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 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Accepted AnswerTony TrinhApr 5, 2021, 7:27 PMHi 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()Show MoreAdd a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Accepted AnswerTony TrinhApr 5, 2021, 7:27 PMHi 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()Show More