Salesforce Opportunity Name: Only Add if New
When adding a new opportunity SF requires an Opportunity Name, but Salesforce ends up changing the name after the opportunity is added anyway. When an opportunity is updated it will change the name to whatever you have mapped as the Opportunity Name. Then a workflow is needed to change them back.
1
vote
Cody Murray
shared this idea
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AdminAnonymous
(Admin, Omatic)
commented
Hi Cody, I'd love to have you walk through your use case below. I'd like to understand if this suggestion could be solved by a transformation that mimicks how the Salesforce instance is configured to name opportunities by default, or if the default naming in Salesforce could be updated (depending on the desired outcome).
Thanks for your suggestion!
Chanel
Product Manager