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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

How to adjust Expected Close Date via Workflow?

edited Oct 16, 2023 11:34PM in Ask A Guru 4 comments

Two tiered question here.

  1. Is it possible to set the default Expected Close date +30 days out when the Quote record is created?
  2. Depending on the answer for #1, what would be the workflow process? Assuming this would solve the issue.
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