--- schema_version: "1" id: a28ed56c5c2852427eae59c4f0c1cbc88775beabd4aa7858a1b5e2d2be32b9cf title: Customize Opportunity (Donation) Names collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/npsp_customize_opportunity_donation_names.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7422367a1b17af87263acedb1d1237889e8cf3fdcb953920249b3f4213d00b0e description: Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records. products: - Nonprofit release: "264" --- # Customize Opportunity (Donation) Names Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note Watch the Nonprofit Salesforce How-To Series video about [Custom Opportunity Naming](https://www.youtube.com/watch?v=siSfiuFvaHQ). - **[Create a Custom Opportunity Name](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5)** To use a custom Opportunity name or a a different naming format from default naming convention, create a custom name. - **[Opportunity Name Examples](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5)** When creating your own Opportunity Names, simply add any Opportunity field to the list of field names. - **[Edit a Custom Opportunity Name](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5)** Change a custom Opportunity Name by editing it in NPSP Settings. - **[Refresh a Single Opportunity Name](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5)** Refresh the name of an Opportunity to share the custom formatting of a matching custom Opportunity name. - **[Refresh all Opportunity Names](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5)** Share naming formatting with preexisting, matching Opportunities by refreshing them. ## Create a Custom Opportunity Name To use a custom Opportunity name or a a different naming format from default naming convention, create a custom name. When you create a new Opportunity from a Quick Action on a Contact or Account record, NPSP names the Opportunity for you. The default naming convention is \[Account or Contact Name\] \[record type name\] \[date\]. For example, "Barnaby Jones Donation 12/12/21." Set a different naming format by choosing from several options provided by NPSP, or create your own format from scratch. NPSP also provides the ability to specify different formats by Opportunity record type. To choose from a list of pre-configured name formats, or create your own format: 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. On the Opportunity Names page, click **New Opportunity Name**. 3. On the Opportunity Name Settings page, specify the settings for your custom Opportunity Name: Attribution Specifies whether you want to apply the custom naming convention to Contact donations (that is, Opportunities associated with Household, 1-to-1, or Individual "Bucket" accounts), Organization donations, or both Contact and Organization donations. NPSP treats any donation that is _not_ a Contact donation as an Organization donation. Opportunity Record Types Specifies the Opportunity record types to which you want to apply this Opportunity Name. Control or Command click to select more than one record type. "None" applies the new naming to _all_ record types. Opportunity Name Format Specifies the Opportunity Name format. Select from a number of out-of-the-box naming conventions, or choose "other" to create your own. (See [Customize Opportunity (Donation) Names](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5 "Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records.") for more information.) Date Format The format for any Date or DateTime fields you've included in the Opportunity Name. Choose "other" to create your own format, following the [Java SimpleDateFormat specification](http://docs.oracle.com/javase/6/docs/api/java/text/simpledateformat.html). 4. Click **Save**. NPSP will use the new custom naming convention for all Opportunities of matching record types going forward. To apply the new naming convention to previously created Opportunities, see [Customize Opportunity (Donation) Names](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5 "Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records.") and [Customize Opportunity (Donation) Names](https://help.salesforce.com/s/articleView?id=sfdo.npsp_customize_opportunity_donation_names.htm&release=264.0.0&type=5 "Create your own custom Opportunity Names using any fields from the Opportunity itself or fields from related records."). ## Opportunity Name Examples When creating your own Opportunity Names, simply add any Opportunity field to the list of field names. For example: `{!Amount} {!CloseDate}` You can also add static text to the custom name: `Received {!Amount} on {!CloseDate}` As well as fields from related records: `Received {!Amount} on {!CloseDate} thanks to {!Campaign.Name}` And if you really want to get fancy, you can even add fields from the Primary Contact associated with the donation: `{!Contact.Name} from {!Contact.MailingCity} gave {!Amount} on {!CloseDate} thanks to {!Campaign.Name}` Note that if a field does not contain a value, its place in the custom name will be left blank. For example, if the mailing city field for the Primary Contact were empty, the above would read: "Nicolas from gave $8 on April 29, 2015 thanks to Save the Whales." ## Edit a Custom Opportunity Name Change a custom Opportunity Name by editing it in NPSP Settings. 1. Click the **NPSP Settings** tab. If you don't see the tab, find it in the App Launcher (![App Launcher icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/app_launcher_icon.png)). 2. On the Opportunity Names page, find the Opportunity Name you want to edit, click the Edit link, make your changes, and click **Save**. ## Refresh a Single Opportunity Name Refresh the name of an Opportunity to share the custom formatting of a matching custom Opportunity name. When you create a custom Opportunity Name, Salesforce only uses that naming convention for matching Opportunities you create _after_ that. But you can refresh the name of a preexisting, matching Opportunity, once you've specified your settings. 1. Navigate to the Opportunity whose name you want to refresh. 2. Click ![Show more actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/resources-product/images/show_more_actions_icon.png), then click **Refresh Name**. ![Refresh Name menu item](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/nonprofit_success_pack/images/cust_opp_don_names_refresh.png) ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note If you don't see this button, you'll need to add it to your page layout. ## Refresh all Opportunity Names Share naming formatting with preexisting, matching Opportunities by refreshing them. When you create a custom Opportunity Name, Salesforce only uses that naming convention for matching Opportunities you create _after_ that. But you can refresh the names of all preexisting, matching Opportunities, once you've specified your settings. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_important.png) Important Refreshing all Opportunity Names activates a batch process, and renames every matching Opportunity in your organization except those Opportunities whose Opportunity Name Formats you've marked as "Do Not Rename." The process is irreversible. Exercise caution when refreshing all Opportunity Names! 1. In the Nonprofit Success Pack, click the NPSP Settings tab, and then click **Bulk Data Processes** | **Refresh Opportunity Names**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-nonprofit_success_pack-264-0-0-production-enus/bd2879e2-2bdc-4012-aa32-dc0c697c4538/images/icon_note.png) Note If you don't see the **NPSP Settings** tab in your org, you can find it in the App Launcher. 2. Click **Refresh All Opportunity Names**. You can also set up this batch job to automatically run (you determine how often and when) by scheduling the `OPP_OpportunityNaming_BATCH` Apex Class. For more information, see [Edit or Reschedule NPSP Scheduled Jobs](https://help.salesforce.com/s/articleView?id=sfdo.npsp_edit_or_reschedule_scheduled_jobs.htm&release=264.0.0&type=5 "Find out more about editing or rescheduling NPSP scheduled jobs.").