Record Renamer 2.0

I had some time recently to update my record renamer flow, and wanted to document the changes in this post. Highlights of V2 include that it’s now a screen flow which resides on an app page, I removed the custom formula fields from the opportunities, and I added some conditionality in regards to which records the flow works on.

This post details the major changes, and how and where to implement them.

Continue reading “Record Renamer 2.0”

How to Rapidly Rename Records in Salesforce with Flow

When I think of drudgery, I think of this classic bit from “Mr. Show.”

If you’re too lazy to watch the clip, basically if mustard and mayonnaise were in the same jar you’d save up to five minutes on your life over 30 years. That’s great ROI!

Renaming records is a chore. What if there was a way you could easily and rapidly rename your records in Salesforce? That’s right, there is a better way. Introducing Erik’s Rapid Record Renamer Flow™️. In this blog I’ll walk through this flow which rapidly renames an account and all the opportunities associated to an account. By taking the concepts here, you can apply them to any object in Salesforce. 

When it is finished, it’ll look like this for the user:

All opportunities will be renamed in a consistent naming convention. 

And the flow will look like this on the backend. Nowhere near as complex as my last post.

I have some grander ambitions for this flow, but this is V1. 

Let’s begin.

Continue reading “How to Rapidly Rename Records in Salesforce with Flow”

2020 Was a Slow Year for Government Newsletters

I began 2020 thinking I was going to get back into FOIA requests. When the pandemic hit, that took a backseat as I became more concerned with me and my family’s well being – both mental and physical. My free time went into bingeing tv shows, playing my Switch, and starting to play guitar again.

However, I still did a few requests throughout the year. I concluded 2020 by asking some state and local organizations for copies of their internal newsletters.

Usually internal newsletters are a treasure trove of information: recipes, redacted birthdays, retirements, and book club announcements. This year the newsletters were spartan. I did find it interesting that there was not a single redaction in all of the records I obtained.

Continue reading “2020 Was a Slow Year for Government Newsletters”

How to Build a Screen Flow for Inside Call Centers

In this blog, I’m going to show you how to build a flow I use all the time. The scenario is inside sales or customer support reps want to get to the right records or take the right actions quickly. The best way to do that in Salesforce is with a flow.

In this example, the flow will pull up the customer’s orders, the company’s products, be able to create a new quote (and associated opportunity), and create a case. All without having to jump around. 

When it is finished, it’ll look like this for the user:

And the flow will look like this on the backend. 

Full disclosure, I did not build this originally; my colleague Joe Grace built this gem well over a year ago, but he gave me his blessing to write this up.

Let’s begin.

Continue reading “How to Build a Screen Flow for Inside Call Centers”