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Update Close Date

What does the "Update Close Date" Workflow do?

Matthew Sanders avatar
Written by Matthew Sanders
Updated over a week ago

The Swantide "Update Close Date" Workflow ensures that your "Close Date" always equates to the day the Opportunity was actually closed.

This workflow makes it so that when a rep closes an Opportunity in SFDC, the Close Date auto-populates to that day. As a result, reps can be confident that their Opportunities will always be tracked accurately.

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