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melissa_allen
Contributor ⭐️⭐️⭐️
June 5, 2015
Question

Duplicate Opportunities, trying to get the date with the max value

  • June 5, 2015
  • 11 replies
  • 175 views
I've created a rule where i want to find the max value in an opportunity and use the date on that opportunity to update the Customer object Renewal date. However, on some accounts there are two opportunities that fit my filter criteria. I'm putting in the Showing Area - the Max value for the Opportunity and the Close Date. However, when i pull in the close date, it always uses the most recent close date when i go to assign the customer info objects vs. using the close date on the opportunity with the Max value. How can i get the Close date from the opportunity that has the max value if there is more than 1 opportunity that pulls in for my criteria?

11 replies

melissa_allen
Contributor ⭐️⭐️⭐️
February 27, 2017
Thanks!