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Alex Sutherland

Default Values on Standard Fields

Customization & App Building

It would fantastic if we could have the same Default Value functionality on Standard Fields that we have on Custom Fields. It would make the user experience much better if we could default Opportunity Close Date to (Today()+30), or Opportunity Amount to ([Quantity]*100.00), or create other default value formulas like those.

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Latest Comment from Salesforce

John Kucera - 11 years ago

A good workaround is using workflow field updates (EE and UE customers). You can have the rule fire if the field is blank upon create to set the default value.
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Ryan Blake - 6 days ago

I saw another post where you could also create new Action Buttons (Quick Action or Global Actions) that have preset values - https://trailblazers.salesforce.com/answers?id=90630000000gjJGAAY

This may not give you the entire Opportunity Record (or any record) to fill out, but may help solve for some challenges.

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Ryan Blake - 6 days ago

Would love to be able to set a Default Opportunity Stage by record type (or Sales Process).

Have had some success in running a Before Save Autolaunched Flow to set the stage if it's blank in automated processes, but doesn't solve for manually creating an Opportunity Record as there is validation before you can actually save the record and the flow fires.

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Ken Tallman - 20 days ago

John's 11 year old comment is reasonable for fields that aren't required. But I need to default a required standard field (Lead.Company) so the workflow won't work.
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Ben Heroux - 24 days ago

Would like to set the OPP Stage default but can't. Seems like a no brainer!
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Cassandra Yu - 2 months ago

Hi everyone,

I just posted an idea relating to Sales Process. Not saying this will solve all the issues relating to this particular idea but considering a lot of our frustrations come from not being able to set a default value on Opportunity Stages, it seems like a very simple solution... If you agree, please upvote this one as well. thanks!
https://trailblazer.salesforce.com/ideaView?id=0874V0000015KqwQAE

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Hannelore Dejonckheere - 2 months ago

Having the possibility to define a default value by using a formula (such as case to get some info out of the user) on a standard field (such as "Type") would be a huge added value!
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Alain Hollenthoner - 3 months ago

How hard can it be???
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Lisa Sampson - 4 months ago

Let's do this!!! Thank you. Lisa Sampson
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Karielle Jackson - 4 months ago

Please add this functionality
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Rob van Bergeijk - 4 months ago

come on guys. 13 years ...

Forcing all users to enter the default stage (New) on every Opportunity that has been created the last 13 years.

Just imagine how many clicks this could have saved ....

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Dave LaDuke - 4 months ago

Workflow rules dont apply in all organizations!
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Jay Carper - 4 months ago

Please add this functionality!
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Jesse Green - 4 months ago

The deeper I dive into Salesforce the more I want to go back to Hubspot.
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Mike Fensom - 4 months ago

ability to default the stage per opportunity record type would be very beneficial. Save the user time and validation rules. We want to have it default like custom fields for picklists, etc on form load. must be time to act - 13 years :)

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Marco Pouleyn - 6 months ago

If you are familiar with creating Sales Processes, you can create a Sales Process named Opportunity New containing only the first StageName, and a second Sales Process named Opportunity Edit containing all StageNames. Use two Page layouts and RecordTypes with the same names Opportunity New and Opportunity Edit and link the two corrosponding Sales Processes. Add only the Opportunity New RecordType to the User Profile, and create a Processbuilder Flow that changes the RecordType to Opportunity Edit when you save a new Opportunity.

Now, when you create a new Opportunity, the first StageName is default. After saving the Opportunity, all StageNames are available. Quite a workaround but it works.

Nevertheless, a Default StageName setting is a much needed funcionality.