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"Product Date" and "Product: Month" Fields in Opportunities with Products Report

Julkaisupäivä: Jan 7, 2026
Kuvaus

The Opportunities with Products report type allows you to easily track the Product Date and the first day of the month for products associated with an opportunity. Explains an overview of the data displayed in the Product Date and Product: Month fields.

Ratkaisu

In the Opportunities with Products report type, the Product Date and Product: Month fields are populated based on the Date field (API Name: ServiceDate) on the Opportunity Product record.

 

If the Date field on the Opportunity Product is blank, the value from the Close Date field (API Name: CloseDate) on the Opportunity record is automatically returned.

The specific rules are as follows:

When the Opportunity Product Date field has a value

 

  • Product Date: Displays the value of the Date field on the Opportunity Product.
  • Product: Month: Displays the first day of the month for the Date field on the Opportunity Product.

When the Opportunity Product Date field is blank

  • Product Date: Displays the value of the Close Date field on the Opportunity.
  • Product: Month: Displays the first day of the month for the Close Date field on the Opportunity.
Knowledge-artikkelin numero

005239277

 
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Salesforce Help | Article