Can I please get your thoughts on this as i'm still quite new to salesforce - we are looking to roll out customer numbering and the idea is to take bits of infirmatiion from a prospect or clients record to generate the naming convention.
ie:1. A litter to denote if record is a Customer or Supplier i.e; C
2. Two letters from the billing region of the client - Unites States : ie US
2. 6 Letters from the customer name: The Magic Wand (excluding "The") : Magic W
3. 4 Autogenerated numbers whih will increment with every record : i.e, 0001
So the customer number will be: C-US-MAGIC W-0001
Is there anyway to automate this in Salesforce - Can this be done by a trigger? Will it require some development work? Any ideas of how to get this done?
Please help!! Thank you
답변 2개
Hi Temitayo
You can use Process Builder with your formula to update a custom text field with field set to unique so as to prevent duplicates
