Flow: Update Opportunity Name to Standard

Prompt

Flow Lab Inc. wants all of their opportunities to follow the same naming convention, but users often forget or use the wrong formula.

Solution

Prework

Out-of-the-box, Opportunity includes Account and Type fields. These would be ideal to use in a standard Opportunity name, but they are not required fields when creating a new Opportunity. One alternative would be to make these fields required for all Opportunities. Then establish a convention: “Account - Type” as the naming convention.

Assuming that the hypothetical company doesn’t want to take this step, create an automatic flow where:

  • Opportunities with either no Account or no Type specified: “Owner - Created Date”
  • Opportunities with both Account and Type specified: “Account - Type”

The flow will automatically adjust the names of the Opportunity whenever the Opportunity is edited/created.

Build Flow

  1. Create new Record-Triggered Flow.
  2. New Resources > Formula
  • Name_and_Type: {!$Record.Account.Name} & " - " & TEXT({!$Record.Type})
  • Owner_and_Created_Date: "New Opp C/B: " & {!$Record.Owner.FirstName} & " " & {!$Record.Owner.LastName} & ", " & LEFT(TEXT({!$Record.CreatedDate}),10)
  1. Decision
  • Missing Info: {!$Record.Account.Name} is Null TRUE or {!$Record.Type} is Null TRUE
  • Account and Type Available: Otherwise
  1. Update Records
  • Specify Conditions
  • Filter: Id = {!$Record.Id}
  • Name = {!Owner_and_Created_Date} or {!Name_and_Type}