WeDid: Dynamic Auto Number

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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.




Opportunity Stage Auto Number
Opportunity 1 Closed Won 001
Opportunity 2 Prospecting
Opportunity 3 Negotiating
Opportunity 4 Closed Won 002



Dynamically assigned auto number to opportunities at certain stage.


Related Objects Opportunity, Custom Settings
Components Apex Trigger and Apex Class
Complexity Moderate

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