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Salesforce CRM Admin Cookbook by Paul Goodey

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Setting a default opportunity name using a field update workflow

Often organizations use a naming convention when entering data in the CRM system.

Sales managers often instruct their sales team to enter the name of opportunities as a combination of the account name and the deal name, to help manage the processing and improve the readability of the opportunity record. For example, Acme Opportunity X.

This business requirement, to have an agreed format for the naming of opportunities, is a good example of where automation can be utilized in Salesforce CRM.

In order to automatically set the default naming of opportunities in Salesforce, a workflow rule, and a field update can be created by using this recipe.

How to do it...

Carry out the following steps ...

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