How to maintain a naming convention in which, when an Order is created the name is prepopulated as Opportunity Number + Account Name + Campaign Name + Campaign Period(Text Field) also the user is able to add the additional details to the name if required but the entered one cannot be changed ?
5 件の回答
Manoj Nambirajan (Dell Technologies) 
Forum Ambassador
in that case.. we can use flows to set a naming convention for Opportunity. Hope below links help
https://salesforceflowlab.wordpress.com/2020/05/26/example-post-2/
