Using a Custom Date Field to Link Opportunities or Opportunities Products to Targets

In the GSP Target Tracker App, we default use the Opportunity Close Date to link Opportunities or Opportunity Products to the appropriate targets.

However, you can use a custom date field to link Opportunities or Opportunity Products to the appropriate targets.

Here are the steps to do so:

• Make sure your date field is on the Opportunity Object
• Navigate to Setup and go to the Opportunity Object
• Click Field Sets on the Left Hand Column
• Click the Target Date Matcher Field Set
• Remove Close Date from the Field Set
• Drag in the Date Field you wish to use
• Click Save

Note: You can only have one date field in the Field Set.