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Saloni Khedkar Capture System date when deal is "Closed Lost"
Hi,
I have two close stages - Closed Lost & Deal Dormant
Can we capture the system date when the deal is Closed Lost & Deal Dormant?
Is this possible via a workflow/process builder/trigger ?
The date should also update if the deal is moved from, Closed lost to Deal dormant
Basically, I am looking for a solution like - when the deal is Closed Won, the CloseDate field updates the date to when it was Won
Similarly, I want to capture Closed Lost deal date in a different field.
Appreciate your help.
I have two close stages - Closed Lost & Deal Dormant
Can we capture the system date when the deal is Closed Lost & Deal Dormant?
Is this possible via a workflow/process builder/trigger ?
The date should also update if the deal is moved from, Closed lost to Deal dormant
Basically, I am looking for a solution like - when the deal is Closed Won, the CloseDate field updates the date to when it was Won
Similarly, I want to capture Closed Lost deal date in a different field.
Appreciate your help.
The feature is not available in salesforce right now.
An Idea is already raised for it,
https://trailblazer.salesforce.com/ideaView?id=08730000000BrP0
You can Vote it, Based on the Votes it will be implemented in the future.
For further reference, you can check this too,
https://help.salesforce.com/articleView?id=000323585&type=1&mode=1
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.