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Laetitia Damen 9
Auto-populate the opportunity name field !
Hi there!
I'm looking for a solution about that case =>
When an opportunity is created, the name must have the following format: Automatic Number – Account Name – Creation Date.
Any advices? :)
I'm looking for a solution about that case =>
When an opportunity is created, the name must have the following format: Automatic Number – Account Name – Creation Date.
Any advices? :)
I hope you have created the Auto Number field in Opportunity object.
You can use the process builder for this scenario. In before insert trigger the auto number will be empty so you can use the apex trigger.
Please follow the below stpes:
Forumula : (Opportunity_Number__c --> my Auto Number Field)
[Opportunity].Opportunity_Number__c & ' - ' & [Opportunity].Account.Name & ' - ' & TEXT(DATEVALUE([Opportunity].CreatedDate ))
Thanks,
Maharajan.C
All Answers
I think you can use before insert trigger for this to update the Name field.
You can get reference from below link and modify accordingly as per you use case.
https://developer.salesforce.com/forums/?id=906F0000000kAqTIAU
Thanks!
I hope you have created the Auto Number field in Opportunity object.
You can use the process builder for this scenario. In before insert trigger the auto number will be empty so you can use the apex trigger.
Please follow the below stpes:
Forumula : (Opportunity_Number__c --> my Auto Number Field)
[Opportunity].Opportunity_Number__c & ' - ' & [Opportunity].Account.Name & ' - ' & TEXT(DATEVALUE([Opportunity].CreatedDate ))
Thanks,
Maharajan.C