What's new in Customer Journeys?

Connect and learn more!
Scheduled Process - Close Out Opportunities — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Scheduled Process - Close Out Opportunities

Accepted answer
edited Sep 12, 2016 12:52PM in Sales 1 comment


Close Opportunities if effective date is less than today as a scheduled process


I am looking for a way to hopefully create some sort of scheduled process to close out Opportunities if the Opportunity_EffectiveDate is less than the date the scheduled process is running.

In addition, set the StatusCd field value to NO_SALE, ReasonWonLost field value to LOST_TO_NO_DECISION & the ActualCloseDate field value to the date the scheduled process is run.

Would greatly appreciate any guidance you can offer.



Matt Evans

Pride Mobility Products Corp.


Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!