PMM Customize Process Builder Automation

Customize Program Engagement Naming

When a user creates a Program Engagement, its name follows the format Contact Name Start Date: Program Name unless otherwise specified. For Program Engagements without Contacts, the default naming format is Anonymous Start Date: Program Name.

You may want to customize your Program Engagement naming. Here are some examples.

• If the majority of your Program Engagements don't include Contacts, omit the word “Anonymous” from the automated Program Engagement name. For example, rather than Anonymous 2020-06-17: Hygiene Kits, the Program Engagement name could be 2020-06-17: Hygiene Kits.

• If the majority of your Program Engagements reference the Account object, include the Account name in the automated Program Engagement name. For example, if your organization provides services to households, schools, or other nonprofits, your Program Engagements should include the Account name, such as California Nonprofit Association 2020-06-17: DEI Coaching.

• If the majority of your Program Engagements reference a custom object, include the custom object name in the automated Program Engagement name. For example, if you work with a nonprofit organization that provides spay and neuter services for pets tracked in a custom object called Pets, you might have a Program Engagement named Buck 2020-07-10: Neuter.

To customize Program Engagement automated naming:

1. Click , then click Setup.

2. Enter Process Builder in the Quick Find box, then click Process Builder.

3. Click to expand Template: Program Engagement Object.

4. Click the Active version of the Template. 

5. Click Clone.

   • Select A new process.

   • Name the process and optionally provide a description.

   • Click Save.

6. Next to the Update Name step, under Immediate Actions, click Update Name, then:

   • To omit the word “Anonymous” from Program Engagements without Contacts, copy the code from Customize Program Engagement Naming, paste it in the Value field.

   • To include the Account name, copy the sample code from Add Account or Custom Object To Auto-Naming, paste it in the Value field.

   • To include a custom object name, copy the sample code from Add Account or Custom Object To Auto-Naming, paste it in the Value field, and customize it to reflect your custom object.

7. Click Use this Formula.

8. Click Save.

9. Click Activate to enable the change.

IF(NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__Contact__c)),IF(
LEN(
[pmdm__ProgramEngagement__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ProgramEngagement__c].pmdm__Contact__c.LastName + ' ' +
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name) > 77,
LEFT(([pmdm__ProgramEngagement__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ProgramEngagement__c].pmdm__Contact__c.LastName + ' ' +
IF (NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10)) +
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name),77)
+ '...', [pmdm__ProgramEngagement__c].pmdm__Contact__c.FirstName  + ' ' + [pmdm__ProgramEngagement__c].pmdm__Contact__c.LastName + ' ' +
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name
),
IF(
LEN(
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name) > 77,
LEFT((IF (NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10)) +
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name),77)
+ '...',
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name
))

IF(NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__Account__c)),IF(
LEN(
[pmdm__ProgramEngagement__c].pmdm__Account__c.Name + ' ' +
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name) > 77,
LEFT(([pmdm__ProgramEngagement__c].pmdm__Account__c.Name + ' ' +
IF (NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10)) +
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name),77)
+ '...', [pmdm__ProgramEngagement__c].pmdm__Account__c.Name + ' ' +
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name
),
IF(
LEN(
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name) > 77,
LEFT((IF (NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10)) +
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name),77)
+ '...',
IF(
NOT(ISBLANK([pmdm__ProgramEngagement__c].pmdm__StartDate__c)),  TEXT([pmdm__ProgramEngagement__c].pmdm__StartDate__c) , LEFT(TEXT([pmdm__ProgramEngagement__c].CreatedDate),10 ))+
': ' + [pmdm__ProgramEngagement__c].pmdm__Program__c.Name
))

Customize Service Delivery Naming

When a user creates a Service Delivery, its name follows the format Contact Name Start Date: Service unless otherwise specified.

If the default naming works for your organization, no further customization is needed. However, you may want to customize your Service Delivery naming.

1. Click , then click Setup.

2. Enter Process Builder in the Quick Find box, then click Process Builder.

3. Click to expand the Template: Service Delivery Object.

4. Click the Active version of the Template. 

5. Click Clone.

   • Select A new process.

   • Name the process and optionally provide a description.

   • Click Save.

6. Next to the AutoName step, under Immediate Actions, click UpdateServiceDelivery.

   

7. Paste your formula in the Value field.

8. Click Use this Formula.

9. Click Save.

10. Click Activate.