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Topics#Customer ServiceForrest Muldune's Question
Forrest Muldune (Capital Recovery Advisors) asked in #Customer Service
Oct 28, 2014, 6:41 PM

Opportunities - Opportunity Owner Request

All,

 

In the User object I have 10 individuals who are in a profile name Due Diligence

 

In Opportunities, when a User in the Opportunity Owner field is part of profile Due Diligence only, I would like the first and last name of the User to be placed in a custom text field I created name Drafted_By__c . Is text field the correct data type to use in this field?

 

Regards,

 

Forrest

 

 
8 answers
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    Oct 28, 2014, 7:30 PM
    Since the Opportunity gets an Owner as and when they are created, you can set it on the "creation" right away. But anyways:

     

    Eval. Criteria: created and every time it's edited

     

    Rule Criteria: formula evaluates to true

     

    Formula

    : 

    AND(
      Owner.Profile.Name = "Due Diligence",
      ISBLANK(Drafted_By__c)
    )

    Your

    Field Update Formula

    will be:

    Owner.FirstName + " " + Owner.LastName
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