Lesson: 63 | Auto-Extend Opportunity Close Date Based on Metadata

User Story

User Story

As a sales representative,
I want the "Close Date" of an opportunity to automatically extend by a predefined number of days if the "Auto Extend Close Date" checkbox is checked,
and I want an email notification to be sent to the opportunity owner and the primary contact of the account whenever the close date is extended,
so that I can ensure opportunities remain active, reflect accurate timelines, and keep all relevant parties informed without manual intervention.

Acceptance Criteria:

If the "Auto Extend Close Date" checkbox is checked on an opportunity:
- The system will reference metadata to retrieve the predefined number of days to extend the "Close Date."
- Upon the "Close Date" reaching today, the system will automatically update the "Close Date" by adding the specified number of days from the metadata.
- An email notification will be sent to:
  - The opportunity owner.
  - The primary contact of the account.
- The email will include:
  - Opportunity Name.
  - Account Name.
  - Original Close Date.
  - New Close Date.
  - Contextual information about the extension.
If the "Auto Extend Close Date" checkbox is unchecked:
- No automatic extension of the "Close Date" will occur.
- No email notifications will be sent.