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Close Date Change Counter

Overview​

This guide explains how to create a custom field in Salesforce to track modifications to an opportunity's close date, along with an automated flow to update the counter.

Prerequisites​

  • Salesforce Administrator permissions
  • Access to the Opportunity object

Creating the Custom Field​

Follow these steps to set up the tracking field:

  1. Navigate to Setup > Objects > Opportunity
  2. Click Fields & Relationships tab
  3. Select New button
  4. Choose Number data type
  5. Configure with these details:
    • Field Label: Number of Closed Date Changes
    • API Name: Number_of_Closed_Date_Changes
    • Decimal Places: 0
    • Default Value: 0
  6. Click Save

Creating the Record-Triggered Flow​

Set up automation to increment the counter:

  1. Go to Setup > Process Automation > Flows
  2. Click New Flow
  3. Select Record-Triggered Flow template
  4. Enter flow details:
    • Flow Name: Update Number of Closed Date Changes
    • API Name: Update_Number_of_Closed_Date_Changes
    • Object: Opportunity
    • Trigger: Record is updated
  5. Add a Formula element:
    • Name: Closed Date Changed
    • Type: Boolean
    • Expression: {!Opportunity.CloseDate} != {!Opportunity.PriorCloseDate}
  6. Add an Assignment element:
    • Variable: Number of Closed Date Changes
    • Value: {!IF(ISBLANK(Opportunity.Number_of_Closed_Date_Changes), 0, Opportunity.Number_of_Closed_Date_Changes) + 1}
  7. Save and Activate

Adding to Page Layout​

  1. Navigate to Setup > Objects > Opportunity
  2. Click Page Layouts tab
  3. Select your desired layout
  4. Drag the custom field onto the layout
  5. Click Save

Testing​

  1. Create or edit an opportunity
  2. Modify the close date
  3. Verify the counter increments automatically