RevOps Docs for Startups
  • Welcome
  • Getting Started
    • Quickstart
    • About LeanScale
  • Growth Modeling
    • Building a Growth Model
      • Growth Model Assumptions
      • Growth Model Approaches
      • Growth Model Segmentations
    • Sales Capacity Plan
    • Marketing Plan
    • Customer Success Plan
  • Go-to-market Lifecycle
    • Go-to-Market Lifecycle
    • Lead Lifecycle
    • Sales Lifecycle
    • Customer Lifecycle
    • Proof of Concept Lifecycle
    • Lifecycle Measurement
  • Lead Attribution
    • Attribution Overview
    • Lead Source Taxonomy
  • Measuring Metrics
    • Reporting and Data Analytics
    • Sales Metrics
      • Created Pipeline
      • Weighted Pipeline
    • Marketing Metrics
      • Lead Impact Matrix
      • CAC to LTV
    • Customer Success Metrics
      • Net Retention
    • Partnership Metrics
    • Presenting Metrics
  • GTM Tech Stack
    • GTM Tech Stack Overview
    • When To Buy New Systems
    • Driving System Adoption
    • CRM Considerations
      • User-Oriented CRM
      • Data & Reporting CRM
      • Security-Focused CRM
  • Aligning Sales/Marketing
    • Alignment Overview
    • How to Align?
    • What is an SQL?
    • Building Marketing Operations
    • Defining GTM Process
    • Interviewing GTM Leaders
    • Finding The Right Talent
  • System Demos
    • Data Enrichment
      • Clay
      • Traction Complete
    • Conversational Intelligence
      • Gong
      • Unthread
    • CPQ
      • Dealhub
      • Salesbricks
    • Data Analytics
      • RevVue
      • QFlow
  • CRM Tips
    • Salesforce
      • Create Opp from Contact
      • Validation Rules in Flow
      • Roll Up Summary Field
      • Close Date Change Counter
      • Lead Stages
      • Sales Stages
      • Customer Stages
      • Next Step Fields
      • Lead Source Taxonomy
      • Proof of Concept Stages
      • Displaying Record Information
      • Display Dynamic Lists
      • Messages to End Users
      • Create Custom Buttons
      • Tips for Data Loader
      • Salesforce Inspector Reloaded
      • SFDC Navigator for Lightning
      • Bypass Validation Rules
      • Sales Manager Notes Field
      • Renaming Fields and Objects
      • Getting Faster to Record ID
    • Hubspot
      • Disable Picklist Options
      • Create Yesterday's Date
      • Create Today's Date
  • Strategic Walkthroughs
    • Revenue Operations Flywheel
    • Post-Fundraise Playbook
    • Building Board Decks
    • Building Dashboards
      • CEO Dashboards
      • Executive Dashboards
      • Marketing Dashboards
      • Sales Dashboards
      • CS Dashboards
      • Funnel Analytics
    • ChatGPT as a Salesforce Admin
    • Sales Commission Plans
    • Building Sales Territories
Powered by GitBook
On this page

Was this helpful?

  1. CRM Tips
  2. Salesforce

Close Date Change Counter

PreviousRoll Up Summary FieldNextLead Stages

Last updated 7 months ago

Was this helpful?

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.