Skip to main content
Topics#Data ManagementJosh Didier의 질문
Josh Didier (CEG) 님이 #Data Management에 질문했습니다
2021년 2월 11일 오후 7:21

Opportunity name not populating with new opportunity creation

We have a workflow rule in place that will update the opportunity name automatically for the user. The workflow rule works only after the opportunity is created.

 

How can I get the opportunity name to pre-populate when we click "New"?
답변 5개
  1. Josh Didier (CEG)
    2021년 2월 11일 오후 9:05
    Thank you both for the push in the right direction.

     

    Now this is doing what I'd like it to do.

     

    Is there a way I can put this Quick Action button in the opportunity section of the lightning page?

     

    Thank you both for the push in the right direction. Now this is doing what I'd like it to do. Is there a way I can put this Quick Action button in the opportunity section of the lightning page?
답변을 작성하세요...
0/9000