Boost recurring donations this giving season with the new upsell prompt!Learn How >>

Can I customize my own naming conventions for Donation records using NPSP Opportunity Names?


By default, Soapbox uses its own naming convention when creating Opportunity (aka Donation) records for donations. Those are:

  • [Donor Name] - MM/DD/YYYY - Donation
  • [Donor Name] - MM/DD/YYYY - Recurring Donation
  • [Donor Name] - MM/DD/YYYY - Recurring Donation Payment

For Salesforce Nonprofit Success Pack (NPSP) users, you can override these naming conventions by creating Opportunity Names. This can be done in NPSP Settings > Donations > Opportunity Names. You can create any number of naming conventions, allowing you to create individual ones for each of the Soapbox record types so one-time, initial recurring, and subsequent recurring payments are named differently.

Have more questions? Submit a request
Article is closed for comments.