Thursday, April 11, 2019

Find All Opportunities that have an Expected Close Date Set for 3 Months from Today

To find all opportunities with an Expected Close Date 3 months from today, perform the following:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Opportunity.

3. In the Criteria tab, select: Formula (Numeric), Formula = case when to_char({expectedclosedate},'YYYYMM') = to_char(ADD_MONTHS({today},3),'YYYYMM') THEN 1 ELSE 0 END. Set the formula to "equal to 1"

4. Click Save & Run.

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