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Farhan NoorFarhan Noor 

Concatenate fields to Create Opportunity name

Hi,
       I need to concatenate 3 fields to create opportunity name.
Account name (Lookup field) =Test
Product(Picklist)= ABC
Close date(Date)=11-08-2016
Opportunity name(Read only) = Account name +Product+Date
Opportunity name =Test-ABC-11-08-2016
Can you guys help. Thanks
Lalit Mistry 21Lalit Mistry 21
Hi Farhan,

You can create a workflow rule on opportunity with field update action to update opportunity name using below formula (assuming Product__c is field on account).
Account.Name  & TEXT(Account.Product__c) &  TEXT( CloseDate )