Flow – Erikboderek

July 27, 2023July 27, 2023

Make Your Salesforce Demos Sing with Demo Data from ChatGPT

This is going to sound pretentious, but I’ve been using ChatGPT since late last year. One of the first things I did with it was to ask it to come up with pretend data for 311 cases in Salesforce. Instantly I knew that it would be a game changer for customer demos.

I see a lot of Salesforce demos and I know what can separate so-so demos from great demos, and often it can be data that’s relatable to the customer.

In this blog I’m going to walk you through how to use ChatGPT to create relevant mock data pretty easily so your demo can be personalized for your customer. This blog will cover uploading demo data into core, how to use ChatGPT to manipulate existing data, and how you can upload demo data into analytics as well.

March 16, 2021March 16, 2021

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.

February 16, 2021February 3, 2021

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.

February 1, 2021February 1, 2021

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.