# Close Date Change Counter

{% embed url="<https://www.youtube.com/watch?index=7&list=PLS9gb0Qneac2EIlybS-X1aC418MDsAasb&pp=iAQB&v=ZaXhFG-5vPM>" %}

### Create a Counter for Closed Date Changes

This document describes the steps required to create a custom field in Salesforce to track the number of times the closed date of an opportunity has been changed. Additionally, it outlines the creation of a record-triggered flow to automatically update the custom field when the closed date is modified.

#### Prerequisites

* Salesforce Administrator permissions
* Access to the Opportunity object

#### Creating the Custom Field

1. Navigate to the **Setup** menu and select **Objects** > **Opportunity**.
2. Click the **Fields & Relationships** tab.
3. Click the **New** button.
4. Select the **Number** data type.
5. Enter the following field details:
   * **Field Label**: Number of Closed Date Changes
   * **API Name**: Number\_of\_Closed\_Date\_Changes
   * **Decimal Places**: 0
   * **Default Value**: 0
6. Click **Save**.

#### Creating the Record-Triggered Flow

1. Navigate to the **Setup** menu and select **Process Automation** > **Flows**.
2. Click the **New Flow** button.
3. Select the **Record-Triggered Flow** template.
4. Enter the following flow details:
   * **Flow Name**: Update Number of Closed Date Changes
   * **API Name**: Update\_Number\_of\_Closed\_Date\_Changes
   * **Object**: Opportunity
   * **Trigger**: Record is updated
5. Click **Create**.
6. Drag the **Formula** element onto the canvas.
7. Configure the formula as follows:
   * **Formula Name**: Closed Date Changed
   * **Formula Type**: Boolean
   * **Formula Expression**: {!Opportunity.CloseDate} != {!Opportunity.PriorCloseDate}
8. Drag the **Assignment** element onto the canvas.
9. Configure the assignment as follows:
   * **Variable Name**: Number of Closed Date Changes
   * **Value**: {!IF(ISBLANK(Opportunity.Number\_of\_Closed\_Date\_Changes), 0, Opportunity.Number\_of\_Closed\_Date\_Changes) + 1}
10. Click **Save**.
11. Click **Activate**.

#### Adding the Custom Field to the Page Layout

1. Navigate to the **Setup** menu and select **Objects** > **Opportunity**.
2. Click the **Page Layouts** tab.
3. Select the page layout that you want to add the custom field to.
4. Drag the **Number of Closed Date Changes** field onto the page layout.
5. Click **Save**.

#### Testing the Flow

1. Create a new opportunity or edit an existing opportunity.
2. Change the closed date of the opportunity.
3. Verify that the Number of Closed Date Changes field is incremented.

#### Conclusion

By following these steps, you can easily create a custom field to track the number of times the closed date of an opportunity has been changed. This information can be useful for reporting and analysis purposes.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.leanscale.team/crm-tips/salesforce/close-date-change-counter.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.