I have a formula that updates my opportunity name field
(Account.Name & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount))
This is the default for all opportunity names. It works great on direct sales.
For opps that go through distribution, the sales reps don't want to see the distributor name (account name field) in the opportunity name so I need to create a different formula for
indirect opportunity record types = $RecordType.Name = "Domestic Indirect"
where it pulls in the field called "end user agency" instead of "account name"
4 answers
Your formula might look something like this.
CASE($RecordType.Name,
"Domestic direct",(Account.Name& " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount)),
"Domestic Indirect", (end_user_agency & " - " & TEXT(Category__c) &" - " & TEXT(Qty__c) & " - $"& TEXT(Amount))
)
