Tuesday, October 30, 2018

Subtract X Number of Days from the Expected Close Date in an Opportunity Search

To subtract X number of days from the Expected Close Date in an Opportunity Saved Search, perform the following:

    1. Navigate to Lists > Search > Saved Searches > New.

    2. Select Opportunity.

    3. In the Criteria tab, set the filters.

    4. In the Results tab, add Formula (Text).

    5. Use the Formula: to_char(({expectedclosedate}- [number of days]), 'MM/DD/YYYY').

Note: if user want to subtract 15 days from the Expected Close Date, formula is: to_char(({expectedclosedate}- 15), 'MM/DD/YYYY')

    6. Click Save & Run.

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