WeDid: Dynamic Auto Number

Posted in

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

Get in touch today to see how WDCi can help your business.