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How can automation be used to help meet this requirement?

Sales management wants to enforce a process in which the name of an account is always included in the name of an opportunity.

Asked by Wyatt Williams, Last updated: May 04, 2024

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John Smith

John Smith

John Smith
John Smith

Answered Jan 26, 2017

Write a criteria-based workflow rule that updates the opportunity name concatenated with the account name.

Reference: https://www.proprofs.com/quiz-school/story.php?title=NTc0NzY0
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