When a nonprofit creates a custom Opportunity Name for all in-kind gifts, it is important to understand how this change impacts existing and new Opportunity records. The Refresh All Opportunity Names utility can be used to update the names of existing Opportunities to match the new naming convention. Additionally, the custom Opportunity Name Format will only apply to new Opportunities that match the specified record type.
Steps:
Update the Opportunity Name Format settings to reflect the new naming convention for in-kind gifts.
Use the Refresh All Opportunity Names utility to apply the new naming convention to existing Opportunities. This ensures consistency across all records.
Inform users that the new naming convention will only be automatically applied to new Opportunities created with the matching record type going forward.
Monitor the changes and verify that the updated names meet the nonprofit's requirements.
Reference:
CertGod Nonprofit Cloud Consultant Guide: Provides guidance on updating Opportunity names and using utilities for bulk updates.
Salesforce Documentation on Opportunity Name Formats: Details the steps for configuring and applying custom naming conventions.