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How to change / hardcode a note heading when creating a new note in opportunity
When a new note is created in Opportunity I simply have to change / hardcode the value to 'Sales Opportunity'.
Do I need to build a trigger for this? If so how would I build a trigger to target the creation of this new note? Or is there an easier way to achieve this.
Thanks
There is no option available for object Note in workflow and process builder. So I think trigger is only the option.
Please check below code :
Thanks,
Dhanya
All Answers
There is no option available for object Note in workflow and process builder. So I think trigger is only the option.
Please check below code :
Thanks,
Dhanya