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Remove hyphen automatically from Opportunity name on Lead conversion

Publiceringsdatum: Sep 9, 2026
Beskrivning

Follow the steps to remove the hyphen (-) automatically from the Opportunities Name upon Lead conversion.

Example: LEAD NAME (THE COMPANY INC) CONVERTED TO OPPORTUNITY (THE COMPANY INC- )

This is standard Salesforce functionality. By default, Salesforce allows Users to add the name which starts with Account Name -. So they can edit that name and use some other name. Generally, people use Account Name-Opportunity Name.

Lösning

This can be accomplished by using a Record-Triggered Flow, with a formula that checks for a hyphen and removes it:

Create a Record-Triggered Flow to Remove Hyphens from Opportunity Name

  1. Go to Setup.
  2. Search for Flows in Quick Find.
  3. Click Flows.
  4. Click New Flow.
  5. Select Record-Triggered Flow and click Create.
  6. In the Start element, select Opportunity as the Object.
  7. For Trigger the Flow When, select A record is created.
  8. For the entry condition, select Formula Evaluates to True.
  9. Enter this formula:

CONTAINS({!$Record.Name}, "-")

  1. For Optimize the Flow for, select Fast Field Updates.
  2. Click Done.
  3. Create a new Formula Resource:
    • Resource Type: Formula
    • API Name: OpportunityNameWithoutHyphen
    • Data Type: Text
  4. Enter this formula:

SUBSTITUTE({!$Record.Name}, "-", "")

  1. Add an Assignment element.
  2. Name it Remove Hyphens from Opportunity Name.
  3. Set the Assignment as:

$Record.Name = {!OpportunityNameWithoutHyphen}

  1. Connect Start to the Assignment element.
  2. Click Save.
  3. Enter a Flow Name, such as Remove Hyphens from Opportunity Name.
  4. Click Activate.
Knowledge-artikelnummer

000386277

 
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Salesforce Help | Article