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ShannonBW Link Account Name from Accounts to Account Name in Opportunities
I need some help (desperately)....
I have our quotes set up as opportunities that are batch loaded daily. The unique identifier (key) for my company is the account number. The data being imported may or may not match the name of the account set up in SF. I want the account name in opportunities to autopopulate based on the account number. I also want that opportunity to be linked to the account master record.
I contacted SF help desk and they told me to create a custom object formula but I really do not know where to begin with this process.
Can anyone help?
Thank you!
Shannon