• FraserWA
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Does anyone know how to generate a customised unique Opportunity proposal reference?

 

I am looking to create within SalesForce a customised proposal reference number as an Opportunity field that uses the value from a user defined service line to create a unique reference that is sequential to each service line .... ie

 

{YY}{MM} (Service_value__c )-{0}

 

eg 130600-001, 130601-001 etc ...

 

any help appreciated in solving this one

 

Fraser - Perth, WA

Does anyone know how to generate a customised unique Opportunity proposal reference?

 

I am looking to create within SalesForce a customised proposal reference number as an Opportunity field that uses the value from a user defined service line to create a unique reference that is sequential to each service line .... ie

 

{YY}{MM} (Service_value__c )-{0}

 

eg 130600-001, 130601-001 etc ...

 

any help appreciated in solving this one

 

Fraser - Perth, WA