How to best create Original Contract Start Date, Current Contract Start Date & End Date

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  • Updated 8 months ago
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I am currently starting an implementation of Gainsight and we are required to create some new salesforce fields that I am looking to see if anyone has found a good way to create them (possible with CPQ as well). The fields are:
  • Original Contract Date  Must be a date field type. This identifies the date a customer signed on.
  • Current Contract Start Date  Must be a date field type.
  • Current Contract End Date  Must be a date field type.
As well, we have some salesforce accounts that have multiple active contracts, so I am not sure what might be the best way to solve for that. 

I have tried to build a rollup summary field but I can only use a number field type for that.

Any advice would be greatly appreciated.

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Steven Taunk

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Posted 8 months ago

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