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Salesforce CRM Admin Cookbook by Paul Goodey

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Generating a default opportunity close date using a field update workflow

As best practice in CRM systems, when creating opportunities there should always be a close date by which to monitor the progress of the sale.

In Salesforce, the close date is a required field but unless there is some company-specific procedure, the date could be set to anything upon creation.

Often organizations instruct their sales team to set the close date to a nominal value with respect to the creation date of the opportunity, say the date the record was created plus 21 days.

In order to set this default close date for opportunities in Salesforce, a workflow rule, a field update, and a custom new opportunity button that calls a Visualforce page, can be created using this ...

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