There are six stages in our sales process (not including Lost). The request is can we customize so that opportunities in the first stage are not required to have a Close Date. The request is for field entry requirement for Close Date not be triggered until progressing to the second stage.

I am checking to see if this is possible.

  • as noted in the answer, this can't be done - but you could default the closeDate for the initial stage to something far in the future so the Oppo doesn't appear in any forecast-type reports for the current fiscal quarter or year – cropredy Apr 14 '16 at 23:55

No -- It is a required field.


enter image description here

  • And, why, exactly, is because it is used by the Forecasting feature, so without a date, it wouldn't know which quarter to forecast in to. – sfdcfox Apr 15 '16 at 5:58

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.