NPSP How-To Series: Custom Opportunity Naming (3:07)

Source: https://www.youtube.com/watch?v=siSfiuFvaHQ&t=0s&list=PLU8xqF8ZASbXWAHIF0SB1P9_3G4vvRMXI&index=28

NPSP Settings > Donations > Opportunity Names > New Opportunity Name

• Attribution – Specifies whether to apply the Opportunity Name to:
  • Contact Donations
  • Organization Donations
  • Both
• Opportunity Record Type – which record types
  • Note: “–None–” applies the new naming to ALL records
• Opportunity Name Format
  • — Do Not Rename —
  • {!Contact.Name} {!Amount} {!RecordType.Name} {!CloseDate} {!npsp__Recurring_Donation_Installment_Name__c}
  • {!Account.Name} {!Amount} {!RecordType.Name} {!CloseDate}
  • {!Contact.Name} {!RecordType.Name} {!CloseDate} {!Campaign.Name}
  • other   ( Custom )
    • Selecting a predefined format first, before selecting “other”, copies that format into the “other” field so you don’t start from scratch
• Date Format
  • yyyy-MM-dd
  • MM/dd/yy
  • MMMM dd,yyyy
  • yyyy
  • other