We are using a tool that accepts a Customer ID into it, we would like the put the SalesForce Account ID into this field to keep it consitent. The problem is that the tool converts all lowercase characters to Uppercase so the account ID is not correct in the tool.
Does any one have a suggestion to get around this?
8 respuestas
What's the purpose of adding the Customer ID to it? Is it a way to be able to sync data back and forth between the two systems?
If so, then yes, your approach for an auto-number makes sense. You'd also need to mark that Auto-Number field as an External Id and Unique so you can upsert against it, if that's the goal.
Also, you'll have to update all the historical data too. You can convert between Text and Auto-Number field types, so the best option is to create a Text field, fill it with the appropriate data, then convert it to Auto-Number so it will continue the numbering.
