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gilbert8109gilbert8109 

change close date on opportunities created from converted prospects

Hi:

 

When we convert Prospects into Opportunities in Salesforce, the Opportunity record is automatically assigned a close date of the end of the current fiscal quarter.  I found this is true by reading the Help section in Salesforce on opps created from converted leads.

 

I can see no way of changing this close date for opps created from converted prospects.  What I want is for the opportunity created from a converted prospect to have a Close Date of Today + 30 days AND NOT the date of the end of the current fiscal quarter.  How can I change the Close Date on Opportunity records that are created when a Prospect is converted into an opportunity? 

 

This seems like it should be a really easy thing to do but I can find no way of doing it.

 

Thanks!

ron_reedron_reed

I haven't tested this out but this should work - First, you'll want to create a checkbox field on the lead object, let's call it IsLead with a default value of checked.  Then create a checkbox field on the opportunity object and call it CreatedFromLead with a default value of unchecked.  Map the lead field to the opportunity field.  When a lead gets converted to an opportunity, then that field will be checked.  If an opportunity is created not from a lead convert, it will be unchecked.

 

Then, create a workflow rule that says if the CreatedFromLead field is checked, do a field update and update the close date to Today + 30 days.

 

Make sense?

ApulidoApulido

Brilliant! Thanks for this. I just created this and it worked.

I set the workflow condition to : only when a record is created. 

Bo ThompsonBo Thompson
Any way to do this in Professional Edition? (No Workflow Rules)
gabriel hernandezgabriel hernandez
hello all, I wm trying to implement this solution, because when converting from Leads to Opportunity, I receive a message that closedate is missing, but when trying to activate the workflow, it sends an error. This is after I asign a work flow user: 
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