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Making Close Date is NOT Required field on Opportunity.
Hi there,
Is it possible to make the standard Close Date field to be NOT required? I cannot even remove it from the page layout, it does not move.
Basically, the Sales users cannot predict when the Oppty would be closed so they are reluctant to enter the Close Date field.
Thanks
Hi, sure it is possible to make changes in any field from required to not required(if you are system administrator).
Here are the steps:
1. Click on Set Up(on the top of page)
2. Click on App Setup
3. Select Module(Leads, Accounts, Opportunites)
4. Click on Page Layout
5. In Page Layot look for Close Date field
6. Select Page Layout Field, on the right corner-Properties to open new window
7. In Properties window, unselect Required field and
8. Click Save
Regards
if they are standard fields, I'm not sure if you can make any changes , let me check tomorrow and I'll let you know.
Hi I have searched for a Help and here is what I found:
Salesforce standard fields cannot be deleted. However, many standard fields can be removed from a page layout. To remove a standard field from a page layout, please follow the steps below: 1. Click on: Setup | App Setup | Customize |
this does not work with close date, FYI to all who serch for this, hoping for some control over their system.
There is an active Community Idea to adjust this functionality in the future. Please take a minute to vote and comment on the idea here (https://success.salesforce.com/ideaView?id=08730000000BqEzAAK).