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Jas Salesforce Opportunity naming convention automation
Help Please,
can anyone help me please, how can i automate Opportunity naming convention using Workflow rule or as administrator. would like Project Name + account Name + location
can anyone help me please, how can i automate Opportunity naming convention using Workflow rule or as administrator. would like Project Name + account Name + location
>> https://support.formyoula.com/knowledgebase/articles/938976-create-a-workflow-rule-that-will-pre-fill-informat
The above link has an example of using a workflow that has a value, all you need to do is insert values.
You can also use a before trigger if we assume that the above fields are already present on the record.
Let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks.