[[Recipe name]]
What
You want to be able to update a field on the record that is triggering the flow.
Type
Record Triggered Flow - Fast Field Update (Before Save)
Description
Our example today is we want to be able to update the opportunity name to meet our naming convention either on create or update of a record. (Note for NPSP user: We first need to turn off NPSP naming conventions so our naming is happening only from one automation location.) For our example, we actually made it an Update Only Flow.
Pre-Work
Determine the naming convention you would like to use. For this example, Contact Name - Record Type Name - Amount - Close Date or Account Name - Record Type Name - Amount - Close Date for none Household/people accounts.