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transilalexis Snapshot of Amount field at Close of Opportunity
Looking to take a snapshot of the $$$ value from the Amount field at the time that the Opportunity is updated to Closed Won. Ideally, that number will be populated in another field named Sales Projection at Close (or something like this) that will be read only to all uses with the exception of admins.
Has anyone done this before in their orgs? I know there is a capability of analytical snapshots report, but I'd rather have something within the record itself.
Also, I don't want to "lock" the amount field for editing because we have a related object named "Orders" that once attached to the Opportunity will provide a roll up summary of sales to the Amount field.
Thanks!