Automating Work with Salesforce CRM

In this chapter, we will cover the following recipes:

  • Deriving year and month values from an Opportunity close date using a formula
  • Calculating the week number for the Opportunity close date using a formula
  • Creating an Opportunity close date reminder email using a workflow
  • Setting a default Opportunity name using a field update workflow
  • Generating a default Opportunity close date using a field update workflow
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