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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... 2. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Setting a default Opportunity name using a field update workflow


Often, organizations apply a naming convention to records when entering and managing data in CRM applications. Sales management may often instruct their sales team to enter the name of opportunities as a combination of account name and deal name to help find and manage the processing of the opportunity records, for example, Acme Opportunity X.

This business requirement for ensuring the consistency of opportunity name is a good use case for automation within Salesforce CRM. Automatically setting a default name for opportunities using a workflow rule and a field update can be achieved by carrying out the following steps.

How to do it...

Carry out the following steps to set a default name when creating an opportunity using a field update workflow rule:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to...
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