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Naming Convention Tool

Standardise your Account, Opportunity and Cases Name without any hassle

Overview

Easily unify and standardise your records with our naming convention tool. Data quality is key to historical retrieval and providing context and a clear overview of your records. Build your custom naming convention for major objects.

1 of 6

  • Custom naming convention

  • Automatic naming on Objects

  • Individual record bypass

The Naming Convention Tool saves the user’s time by applying a pre-configured naming convention to the object’s name field automatically. The setting is intuitive and applies to all records unless individual bypass is invoked. By using Naming Convention Tool you will be able to standardise your records and save user’s time. The features offer to build custom naming convention from available fields within the object as well as custom date formats, separators, and prefixes.

Categories

Business Needs
Data Cleansing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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