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Swaroopa Akula 1
opportunity name naming convention
I am planning to create a naming convention for the opportunity name. Like
Acct Name / Product / # Sites/ Partner
(#sites,Partner is the custom fields on opportunity.)
This partner name will be updated after the stage2 on opportunity. How can we automate the opporunity name once partner field enter after stage2 ?
Acct Name / Product / # Sites/ Partner
(#sites,Partner is the custom fields on opportunity.)
This partner name will be updated after the stage2 on opportunity. How can we automate the opporunity name once partner field enter after stage2 ?
Sorry for this issue you are facing.
May I suggest you please refer to below link from the success community with a similar discussion which might help you further.
- https://success.salesforce.com/answers?id=9063A000000sxVrQAI
Hope this helps.Thanks,
Nagendra