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

Donations 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
Naming convention is applied after the Opportunity is saved