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JRB_8
Need to strip off hyphen (-) in Opp name on convert
I'm having trouble with a field update formula that would strip off the hyphen that is added to the end of the new opportunity name when a lead is converted. Is it standard for a hyphen to be appended to the Opp name during the convert process?
Hi,
You can set up your workflow rule as follows.
Entry Criteria - Only when record is created.
IF
(
CONTAINS(Name,'-'),true,false
)
Field Update -
SUBSTITUTE( Name , '-', '')
By default the salesforce allows you to add the name which starts with Account Name -. So that user can edit that name and use some other name (Generally ppl use Account Name-Opportunity Name)
All Answers
Hi,
You can set up your workflow rule as follows.
Entry Criteria - Only when record is created.
IF
(
CONTAINS(Name,'-'),true,false
)
Field Update -
SUBSTITUTE( Name , '-', '')
By default the salesforce allows you to add the name which starts with Account Name -. So that user can edit that name and use some other name (Generally ppl use Account Name-Opportunity Name)
Thanks, works great!
Use Rule:
IF(RIGHT(Name, 1) = '-', true, false)
Specify New Field Value as below:
LEFT(Name, LEN(Name)-1)