I am trying to get the Last Stage Change Date field from Opportunity History to be displayed in a formula (Text) field in my Opportunity object. I tried creating a formula field but I was not successful.
Is there a way to do this?
6 answers
Forrest, that information is already available under the Stage History related list on the Opportunity Detail page. Is it possible for you to use that?
However, if you still want to create a custom field for it, Salesforce has laid it out step by step for you (Workflow rule + Field update):
Can I access the Last Stage Change Date in custom report types elsewhere?Enter the Rule Name
Evaluate Rule = Every time a record is created or edited
Rule Criteria
Run this rule if the following = formula evaluates to true
Populate the box with this formula
ISCHANGED(StageName)
Save & Next
Add Workflow Action: New Field Update
Field to update (Select the date field you created in Step 1)
Check "Use a formula to set the new value"
Enter the formula Today()
Save and Activate.
