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Siddharth Negi "Opportunity Close Date" to be NON MANDATORY
I had already dropped this issue earlier, but didnt got the resolution.
While creating a new Opportunity, there are few vanilla fields i.e. "Close Date", "Probability" as static in system.
We can not make modifications in these fields.
"Probability": We don't need this field in system at all as it's not fitting as per business culture - It has to be removed.
"Close Date": It should not be mandatory,
Although we had created a workflow which will automatically populate "Close Date" as system date depending on an another field "Stage".
While creating a new opportunity it should not be mandatory at all.
We are using "Professional Edition" with Workflows and APIs as Add-ons.
Kindly let me know if this can be done if i can purchase anything?
I just need resolution here, as users are facing challenges and this effects our complete “Sales Pipeline”
While creating a new Opportunity, there are few vanilla fields i.e. "Close Date", "Probability" as static in system.
We can not make modifications in these fields.
"Probability": We don't need this field in system at all as it's not fitting as per business culture - It has to be removed.
"Close Date": It should not be mandatory,
Although we had created a workflow which will automatically populate "Close Date" as system date depending on an another field "Stage".
While creating a new opportunity it should not be mandatory at all.
We are using "Professional Edition" with Workflows and APIs as Add-ons.
Kindly let me know if this can be done if i can purchase anything?
I just need resolution here, as users are facing challenges and this effects our complete “Sales Pipeline”
This Knowledge Article indicates that the required property on the Opportunity Close Date field can not be removed:
https://help.salesforce.com/apex/HTViewSolution?id=000004357&language=en_US
To address your use case/requirement, custom visualforce page(s) would be required.
https://success.salesforce.com/ideaView?id=08730000000BqEzAAK
Hi Siddharth,
The only possible solution to remove the close date field from page layout is by creating a custom Visualforce page and overide new and edit button of opportunity with custom visualforce page.
Thanks,
Rajendra
Is it possible for us to create custom Visualforce page in PE??
If not, do i have to take any specific add-on from Salesforce to achieve this?
yes you can created visualforce pages in PE.
But for vf page you can't use controller and extensions.
So you to create a Vf pages with Standard controller as Opportuntiy and use save and cancel functionlity of standard controller.
Thanks,
Rajendra