Create Custom Auto Number Field With Your Criteria Using Flows - Flow Example
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- เผยแพร่เมื่อ 18 ต.ค. 2020
- Have you ever want to have an auto number field but it only populates when certain criteria were met on a record? Now you can by using the power of Salesforce flows and custom setting. In this tutorial, I go over how to create an auto number field that is based on the lead source field. Only leads with specific lead source values will get an auto number generated. This is extremely useful if your company has multiple round robins process or want to have auto numbers generated like invoice numbers for additional fields.
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Great use case. Thanks for putting out videos on Flows, definitely a topic many Salesforce pros are struggling with.
I know this is an older video and a few things have changed in flows BUT this was the best video I found to help me successfully build a flow that increments the record version. Wish I had found it hours ago LOL Thank you!!!
I just want to say Thank you!
Music to my ears. I'm glad this helped.
Great stuff as always... I love to see these edge cases with new functionality
Glad you like them!
Good video ..One thing I noticed ,I tried this but when I do a mass insert it giving same number to a set of records(batch).
This was extremely helpful, thank you! What if I needed to reset the number based on a date? For example, reset back to zero at the start of a new quarter.
Great question. You can set up another scheduled flow to reset the field.
This is great, however, attempted to do this using scheduled batch flow and it does not work. It updates all of the records at the same time with same number. Any thoughts on how this can be accomplished using a scheduled flow?
This video was very helpful! How would you bulkify this to enable the flow to keep triggering even during imports with dataloader?
I couldn't get it to work on bulk import so I created a scheduled flow with a loop which allowed me to increase the interval for each record in the loop, and then update the custom setting's number at the end. Works great! Really wish there was better bulk handling in flows though.
@@cacahuate2012 can you please help me with..I did add loop but still update not working as expected on bulk load
@@TheAnishbab shoot me your email and I’ll send you some screenshots of the flow
can you use a prefix on the custom settings auto-number... i would think you do this on the flow
Great question. Yes in the flow you can add a prefix. You may need to use a formula text because of the number field formatting.
Hi Walter, I saw this video and my concern is related with the a record type .
Its the same thing however i need to do the increment based on the record type.
For example -- Record type- NDA and Record Type - MSA
if a new record is created with NDA the name should show me in the record as NDA _1
and if a new record is created with MSA then the name should show me in the record as MSA_1
if I create another NDA it should be NDA_2 and NDA _3 and so on. also same for the MSA_1, MSA_2, MSA_3.
I am not able to implement this thing using a flow. can you please help here.
What about race conditions, when two records are trying to update the custom settings.
Can you please help me. I am trying to create autonumbering on certain record type. the numbers start as 22001MS and move up when we get more leads. How do I make a certain record type autonumber and not effect my other record types?
Can I limit the Custom Setting to numbers from 1-10 then it would start over
i think it does not work, because de lead assignment rule runs before the flow, and the logic here is that the flows run before the assigment tule.
Now is: Assign first, then run flow
Could be: Run flow, fill autonumber, assign lead
You create 2 leads, and both had the same owner
I think It can't handle multiple records. Good stuff though!
He use custom setting to keep latest number.
Seems like you would need to add a loop and store in record collection variable before making the update