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Alex Valavanis 10
rename opportunity name based on year
Hi,
I've created a flow (custom clone button) in which whenever the end user clicks on a closed won opportunity a new opportunity is created with stage prospecting. For testing reasons i created a formula which names the opportunity "renewal testing". How can i use a formula which will take the year of the closed date and put it in the opportunity name? (in other words rename the opportunity "Renewal 2017" .
I've created a flow (custom clone button) in which whenever the end user clicks on a closed won opportunity a new opportunity is created with stage prospecting. For testing reasons i created a formula which names the opportunity "renewal testing". How can i use a formula which will take the year of the closed date and put it in the opportunity name? (in other words rename the opportunity "Renewal 2017" .
- Workflow rule for renaming Opportunity Name.please check the below link for reference.
- https://success.salesforce.com/answers?id=9063A000000e1QUQAY
hope it will be helpful.Please mark it as best answer if the information is informative.
Thanks
Rahul Kumar