Close Date Predictions

August 1, 2024in Salesforce

Important Update: Close Date Predictions Feature Retiring in Spring ’25

The Close Date Predictions feature, currently available in Pipeline Inspection, is designed to forecast when an opportunity with a close date in the current month may not close on time. However, Salesforce will be retiring this feature with the Spring ’25 release.

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What’s Changing?

With the retirement of Close Date Predictions, users will no longer receive alerts about opportunities that are unlikely to close within the current month. Previously, these predictions appeared as an icon on the Close Date field or within the Insights tab of the side panel.

What Should You Do?

To continue receiving valuable predictions about opportunity closures, we recommend transitioning to Einstein Opportunity Scoring. This feature, available with your Sales Cloud license, provides more advanced predictions on an opportunity’s likelihood of closing and highlights the top reasons behind the prediction.

Here’s how you can make the switch:

Enable Einstein Opportunity Scoring: This will offer you comprehensive predictions, including insights into opportunity progress and sales activities.
Update Pipeline Inspection Lists: After enabling the feature, you can add the Opportunity Score column to your Pipeline Inspection lists. Relevant insights, including the Opportunity Score and related information, will automatically appear in the Insights tab of the side panel.

For further assistance, you can open a support case via Salesforce Help. To learn more about Salesforce’s approach to product and feature retirements, please review our Product & Feature Retirement Philosophy.