Welcome to another post in the “How I Solved This” series. In this series, we do a deep dive into a specific business problem, and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you will be inspired to try their solution yourself! Let’s take a look at how Adam Kramer was able to create a custom object called Affiliations and adjust the naming structure to make it intuitive for his users to find the correct Affiliation record to a contact.
Key business problem:
Salesforce uses autonumbers and auto-generated names for links to records, which need explanation and training for the end user, especially for custom objects. I want my users to be able to click into a record without needing training on how to do it.
Background:
When setting up a custom object, you need to either use a name or
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