WeDid: Dynamic Auto Number
May 30, 2014 /
Posted in We Did
Challenges
The customer plans and implements programs/services for their clients.
They keep track on opportunities using ascending/unique auto numbers. These job numbers will only be assigned to opportunities that hits certain stage.
For this scenario, we have ruled out the Salesforce standard auto-number field as the unique numbers are assigned to all opportunity records.
Sample:
| Opportunity | Stage | Auto Number |
| Opportunity 1 | Closed Won | 001 |
| Opportunity 2 | Prospecting | – |
| Opportunity 3 | Negotiating | – |
| Opportunity 4 | Closed Won | 002 |
Solution:
Dynamically assigned auto number to opportunities at certain stage.
| Related Objects | Opportunity, Custom Settings |
| Components | Apex Trigger and Apex Class |
| Complexity | Moderate |