Rename a SharinPix album using a Flow (Admin-Oriented)

This article demonstrates how to rename a SharinPix album using a Salesforce Flow.

For this demo, we will use the Lead and Opportunity objects.

The setup will be in such a way that when a Lead record is converted into an Opportunity, the Lead's album is copied to the Opportunity record.

The SharinPix package includes the Apex class **RenameAlbum **which is used to rename SharinPix albums.

Creation of the Flow

This section demonstrates how to create a Flow that invokes the Apex class, RenameAlbum** ** in order to rename albums on Lead records and copy them to the converted Opportunity record.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Flows.

• Under Process Automation , select Flows.

• Click on the New Flow button.

• Select the option Record-Triggered Flow , and click on the **Create **button.

• After clicking on Create , the _Configure Start _modal will be displayed. Fill in the modal as indicated below:

  • Select Object : Lead

  • Configure Trigger : A record is created or updated

  • For the **Set Entry Conditions **section:

    1. Select All Conditions Are Met (AND)

    2. For the Field , select ConvertedOpportunityId

    3. Select Is Changed for the Equals parameter

    4. Select **{!$GlobalConstant.True} **for the Value parameter

  • When to Run the Flow for Updated Records : Every time a record is updated and meets the condition requirements** **

  • Optimize the Flow for : Actions and Related Records

• Click on Done to save the configurations.

• Next, add an Action element.

Warning:

Starting with the Salesforce Winter’26 release , Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path , as the synchronous execution option is no longer supported.

For more details, please refer to the documentation here: Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?

• On the _Action _modal, use the search bar to find the sharinpix__RenameAlbum** ** Apex class.

• Click on sharinpix__RenameAlbum.

• On the _Action _modal for sharinpix__RenameAlbum , populate the fields as indicated below:

  • Label: Rename Lead album

  • Description: Enter a description (optional)

  • Current Album ID : {!$Record.Id}

    • Note: This is a mandatory field and refers to the current Lead ID.

  • New Album ID :** **{!$Record.ConvertedOpportunityId}

    • Note: This is a mandatory field and refers to the converted Opportunity ID.

• Click Done** ** to save the Action configurations.

• Save the Flow and activate it.

Demo

To test the Flow:

• Go on a Lead record and upload some images to its corresponding SharinPix album.

• Then, convert the Lead.

• Go to the converted Opportunity record. The images previously uploaded on the Lead are now available on the converted Opportunity album.

Tip:

This implementation** ** can also be used when attempting to copy a SharinPix Album integrated on a website to a Salesforce record.

For example, suppose you want to copy the album from the website to a Lead record, here you will need to capture the ID of the album found on the website and store the same as a temporary ID in a Salesforce field on the Lead object. Then, create a Flow that invokes the method** RenameAlbum** to perform the renaming. In this case, the Current Album ID will be the temporary ID and the** New Album ID** will be the Lead record's ID.

DEPRECATED: Creation of the Process Builder

This section demonstrates how to create a Process Builder that invokes the Apex class RenameAlbum to rename an album.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Process Builder

• Under Process Automation , select Process Builder

• Click on New

• For the newly-created Process Builder:

  1. For the field, **Process Name **enter SharinPix Rename Lead To Opportunity Album

  2. Enter a description for the process (This step is optional)

  3. For the field The process starts when , select A record changes

  4. Click Save

Once on the Process Builder editor:

• Click on Add Object

  1. For the field Object , select Lead

  2. For the field Start the process , choose when a record is created or edited

  3. Click on Save

• Next, click on Add Criteria

  1. For the field Criteria Name , enter On Lead to Opportunity conversion

  2. For the field Criteria for Executing Actions , select Conditions are met

• Inside the **Set Conditions **section

  1. Choose **Converted Opportunity ID **as the field

  2. Then, select **Is Changed **as the operator, **Boolean **as the type and **True **as the value

• Leave the field **Conditions **as All of the conditions are met (AND)

• Next, click on Add Action

  1. For the Action Type , choose Apex

  2. For the Action Name , enter Rename Opportunity album

  3. For the Apex Class , select sharinpix__RenameAlbum

• Inside the Set Apex Variables :

  1. For the field New Album ID , choose **Field Reference **as the type. For the value, choose Converted Opportunity ID

  2. For the field Current Album ID , choose **Field Reference **as the type and Lead ID as the value

• Click **Save **when done

You can now activate the Process Builder.