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I created a flow that automatically creates 5 years worth of Opportunities and attached them to a recurring donation record. The flow assigns a name to the opportunity, but for some reason, it's getting overwritten, and it's being displayed as Account Name, Donation, and Close Date.  

 

I checked our NPSP settings we don't have anything set up for opportunity names. We have many different types of opportunities that require different naming conventions, so turning that on is not an option.  

 

Does anyone have any idea how to turn off the naming update? 

 

Thank you!  

 

#Salesforce Admin  #NPSP  #Nonprofit

2 件の回答
  1. 6月7日 10:01

    I've seen NPSP overwrite Opportunity Names for Recurring Donations before, even when the general Opportunity Naming settings appear to be disabled.

    My first guess would be that the Recurring Donation automation is updating the record after your Flow creates it. A quick way to check is to look at the Opportunity right after creation and see if the name changes a few seconds later or during a subsequent update.

    I'd also recommend checking the debug logs or field history (if enabled) to see what's performing the update. If the update is coming from NPSP-managed automation, that would explain why your Flow's naming convention isn't sticking.

    Are you using Enhanced Recurring Donations? That can sometimes behave differently than the legacy version and may apply its own naming logic regardless of the standard NPSP Opportunity Naming settings.

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