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Rodo
Auto Populate Quote Name with format ( Account | Region | Date)
Hi - I'm new to SalesForce development and I'm trying to figure out if there is a way to auto populate the Standard Required field ‘Quote Name’ with Account Name + Region + Today() from the Opportunity object. So basically, when I click new it goes to the standard page and the field is populated with Is this new concatenated name, is this even possible? I looked all over the forums but did not find an answer. Thanks for your help.
I hope you mean that .
From Account object in the opportunity related list section you are clicking on new opportunity button and you want the field "quote name" to be prepopulated . Is this your requirment ?
Hi,
Create a custom button and redirect to quote page.
Please append &Name= with the account name. For getting the acccount name use {! variables
For further assistance or any configuration/customization tasks, please write to us.
Thanks