Fwd: Salesforce - Auto-Generate Opportunity Name on Creation

From
Audra Williams <audraw@thekey.com>
To
Regional Directors <RegionalDirectors@thekey.com>, GeneralManagers <GeneralManagers@thekey.com>
Date
2025-12-23 15:01:19
Folder
INBOX
--000000000000bdde930646a68750 Content-Type: multipart/alternative; boundary="000000000000bdde920646a6874f" --000000000000bdde920646a6874f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Looping you in to this new view of the opportunity name you will see in SalesForce if you haven't already. Best, ---------- Forwarded message --------- From: Cristal Munoz Date: Tue, Dec 23, 2025 at 12:20=E2=80=AFPM Subject: Salesforce - Auto-Generate Opportunity Name on Creation To: Cc: Tiffany Silton , Audra Williams = , Timothy Thomas Hi Team, To ensure consistent and standardized Opportunity naming, Salesforce launched automation for the Opportunity Name at creation. This automation reduces manual entry and improves reporting accuracy. You can view the full process here. Thanks and please let me know if you have any questions. [image: image.png] [image: image.png] -- Cristal Munoz Inside Sales Manager cmunoz@thekey.com Mobile: (616) 729-8114 https://thekey.com --=20 Audra Williams Director, Divisional Operations audraw@thekey.com Mobile: (425) 757-7027 https://thekey.com --000000000000bdde920646a6874f Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! Looping you in to this new view=C2=A0of the opportuni= ty name you will see in SalesForce if you haven&#39;t already. Best, ---------- Forwarded message --------- From: Cristal Munoz &lt; cmunoz@thekey.com &gt; Date: Tue, Dec 23, 2025 at 12:20=E2=80=AFPM Subject: Salesforce = - Auto-Generate Opportunity Name on Creation To: &lt; Regionalintaketeam@thekey.com &gt; Cc:= Tiffany Silton &lt; tsilton@thekey.co= m &gt;, Audra Williams &lt; audraw@t= hekey.com &gt;, Timothy Thomas &lt; tt@t= hekey.com &gt; Hi Team, To ensure consistent and standardized Opportunity naming, Salesforce launc= hed automation for the Opportunity Name at creation. This automation reduce= s manual entry and improves reporting accuracy. You can view the full proce= ss here. =C2=A0Thanks = and please let me know if you have any questions.=C2=A0 -- <table width=3D"35

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