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Standardize Opportunity Names
Standardize Opportunity Names
Ryan Baer avatar
Written by Ryan Baer
Updated over a week ago

Swantide has built an automation that standardizes the displayed names of all Opportunities. This is a sales ops best practice that keeps your Opportunity names clean and consistent.

The default naming convention of this automation is Account.Name - Close Month/Year. However, it can be updated to include any field in Salesforce. If you'd like to edit the standard naming convention of Opportunities, request an edit on the Standardize Opportunity Names feature in the Swantide app.

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