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footprint_ninafootprint_nina 

Default Value as Account name

Hi,

I created a new field on our opportunity page called "Acknowledgement Name" and I want to set up the default value to be the Account Name that the opportunity is tied to, but in the formula editor for the defaul value i don't see Account Name at all - is this just impossible to do? or maybe can i set work a workflow rule or validation rule?

 

Thanks!

Best Answer chosen by Admin (Salesforce Developers) 
Steve :-/Steve :-/

What is the DataType of your custom field?  If the datatype is Formula(Text) then you can use the Field Insert Wizard to create a Formula, which should look like:

 

Opportunity>Account>Account Name 

 

 Which will give you something like this:

 

Account.Name

 


If your field DataType is just Text then you're gonna have to use a Workflow Rule with a Field Update.

 

All Answers

Steve :-/Steve :-/

What is the DataType of your custom field?  If the datatype is Formula(Text) then you can use the Field Insert Wizard to create a Formula, which should look like:

 

Opportunity>Account>Account Name 

 

 Which will give you something like this:

 

Account.Name

 


If your field DataType is just Text then you're gonna have to use a Workflow Rule with a Field Update.

 

This was selected as the best answer
footprint_ninafootprint_nina
it's just a Text field. I want the default to be the Account Name but for users to be able to change it if they have a better form of acknlowedgment. Is that possible with the Formula(Text) field? if so, i'll change it to that.
Steve :-/Steve :-/
If you need them to be able to edit it, then you'll need to go with a WFR and a Field Update, Formula Fields cannot be editied, they can only return the result of a Formula.