Thursday, January 3, 2019

Set the Expected Close Date of New Opportunity/Estimate Records to One (1) Month After via Workflow

By default, the Expected Close field in an Opportunity record is populated with today's date. To change the date, it can be done manually. To automatically set new Opportunity records to have an Expected Close date of one (1) month after today's date, a Workflow can be created.

To create the workflow:
1. Navigate to Customization > WorkflowWorkflowsNew
2. Set the following:

  • Name: Opportunity Expected Close Date
  • Record Type: Opportunity
  • Execute as Admin is checked
  • Release Status: Released
  • Event Based: On Create
  • Trigger Type: Before Record Load
3. Click New State > Save the Workflow
4. Click State 1 > New Action > Set Field Value
5. Set the following:
   • Trigger On: Entry
   • Parameters
       · Field: Expected Close
       · Formula: ADD_MONTHS({today}, 1)    

6. Click Save


- For adding specific number of days in the Expected Close date, please refer to Add days to a date field via Workflow


- There is an enhancement request currently logged for this:
Enhancement 83880 - Transactions > Opportunities > Would like to set the default Expected Close Date (default blank or 30 days from current date)


  1. Hi,
    I was looking for ways to change the default expected date on quotes and this workflow really helped me.

    Thank you so much.

    Have you got other work arounds that you could e-mail to me.