Hi SF Community,
I'm building a process builder to create a renewal oppty once an oppty becomes closed won. However, when cloning the oppty I want the name to be labeld as:
Opportunity name - renewal (year).
IE: Rolls Royce - Renewal 2017
What string of formula would everyone suggest?
5 respuestas
Hello Drew, Use this formula for the "Name" field on new opportunity:
[Opportunity].Name& " - Renewal "&TEXT(YEAR(TODAY()))
