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Opportunity name Automantion
Hi All,
My requirement is to automate the name of the opportunity in the following format Account Name-"{Custom Field}". If multiple Opportunities exist for the same Account and the custom field value, the Opportunity Name should reflect that iteration (e.g. "Account1 - xyz", "Account1 - xyz(2)", "Account1 - xyz(3)", etc).
I have written a trigger which populates the name properly but I am struggling with the Iteration number which I need to have. Please suggest.
Thanks in Advance
Rasesh
Hi,
To achieve your requirement, you need to do two things,
1) Define a custom setting value
2) Define a trigger on Opportunity and get the value from custom setting and update according to it.
This will work for you.. i dont enough time to spend on this...check it out
I checked in DE its worked out fine for me..
Regards,.
Kiran
Hi Kiran,
My requirement is to add the count to the oppty name only when there is a similar opportunity with the similar product value on the same account. And increment the count as and when there is a new opportunity created on the same account with the same custom field value.
Please let me know in case i am not making myself clear.
Regards
Rasesh