when a user clicks to create an opportunity, I want to auto-populate the Opportunity Name with an auto-increment number, like Auto Number fields on custom objects. Is there a way to achieve that?


You can do one thing for this purpose. You hide the standard Opportunity Name field from the layout and create new custom field named as Opportunity Name and when creating choose Data Type as Auto-Number.

  • I can't remove Opportunity Name from layout because it is a mandatory field. I have already created a workflow that updates the Name with an autonumber after save, but still user must fill Opportunity Name to save the record – Kostas Karagiannis Dec 7 '20 at 9:27

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