Remove hyphen automatically from Opportunity name on Lead conversion

Hi Trailblazers

I had a client who was not happy with the hyphen (-) which Salesforce automatically appends to an opportunity during lead conversion.

Something small but it could prove to be useful on your many trails.

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.

This can be accomplished by using a workflow rule, with field updates based on a formula that checks for hyphen:

 

Create a workflow rule to remove hyphens from the Opportunity Name when an Opportunity is created:

 

1. Classic: Go to Setup | Workflow Rules | Click New Rule or  Lightning Experience: Gear Icon | Search for Workflow Rules | Click New Rule
2. Select the Object as Opportunity
3. Enter Rule Name
4. Choose to evaluate the rule when a record is: created
5. Then select the Rule Criteria as: formula evaluates to true. 

Use Rule: 

IF 
( 
CONTAINS(Name,'-'),true,false 
) 

 

6. Click Save and Next
7. Add Workflow Action to update New Field
8. On the Field Update Edit page, enter a Name for the field update, and select Opportunity Name as the Field to Update.
9. Specify New Field Value as below: 

SUBSTITUTE( Name , '-', '') 

 

10. Activate the workflow rule. 

May the Force be with you!