Salesforce CRM Admin Cookbook - Second Edition

How to do it...

Carry out the following steps to set a default name when creating an opportunity using a field update workflow rule:

1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:

2. Click on Setup, as shown in the following screenshot:

3. Navigate to the workflow rules customization setup page as follows: Process Automation | Workflow Rules.
4. Click on Continue (if shown).

 

5. The Continue button is found on the Understanding Workflow page (if this appears), as shown in the ...