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Saturday, November 29, 2014

Salesforce: Opportunity Close Date on Lead Convert

When you convert a Lead into Account, Contact and Opportunity. Opportunity Close Date cannot be set from the Lead conversion field mapping.
  • If you are not using custom fiscal years, the Close Date of the newly created opportunity is automatically set to the last day of the current fiscal quarter.
  • If you are using custom fiscal years, the Close Date is the last day of the current fiscal period
  • If you are using custom fiscal years and a fiscal year has not been defined for the current date, the Close Date is the end of the current calendar quarter.

Use Case 1: set Opportunity Close Date = 90 days from Lead conversion date

Solution:
1. Create a Formula Field in Lead
  • Field Label = Now
  • Formula Return Type = Date/Time
  • Formula = NOW()
2. Create a Date/Time Field in Opportunity
  • Field Label = When Converted
  • Field Type = Date/Time
3. Map Field in Lead Conversion
  • Lead Now = Opportunity When Converted
4. Create Workflow in Opportunity
  • Object = Opportunity
  • Evaluate the rule when a record is "Created"
  • Rule Criteria - Opportunity: When Converted not equal to null 
5. Create Field Update Action in Opportunity for Workflow (4)
  • Object = Opportunity
  • Field to Update - Opportunity: Close Date
  • Formula Value = Today() + 90

Use Case 2set Opportunity Close Date to the first day of the next fiscal quarter.

Solution: Follow step 1-4 above:

5. Create Field Update Action in Opportunity for Workflow (4)
  • Object = Opportunity
  • Field to Update - Opportunity: Close Date
  • Formula Value = CloseDate + 1


ReferenceLead Conversion Mapping