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Hello, I'm facing a problem: we used to have a validation rule to prevent the modification of the Opportunity after its closing (lost or won).

For some reason that VR has been deleted (it exists a way to find it and restore?) and from that moment some users have been modifying the Opportunities (almost the close date) after the Closing.

Now, I want to run a report to highlight all those Opportunities whose close date has been changed after the Closed Stage change.

What is the best option? Any similar experience?

5 个回答
  1. 2023年10月31日 10:44

    Hi @Mimma Altieri, here is another option for the report - create a filter in the report where "Last Modified Date" is greater than "Last Stage Change Date", and then add another filter where the current stage must be "Closed Won" or "Closed Lost". This should allow you to see which Opportunities that are Closed Won/Lost have been modified after the date that the stage has been changed to Closed Won/Lost.

    Hi , here is another option for the report - create a filter in the report where

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