If you’re not auto-naming records in an object, shouldn’t the record name mean something? Whether you can get away with a super-simple flow or want to build in more logic, you’ll get better names if you don’t expect users to type them in. Let’s discuss how to automate record naming and some of the gotchas you’ll find when implementing.
Salesforce MVP
Michael Kolodner is an independent Salesforce consultant who works with nonprofits, a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. He also has 9 Salesforce certifications. At FreeLikeAPuppy.tech Michael writes his own blog to help nonprofits use Salesforc…