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Create Custom Auto Number Field With Your Criteria Using Flows - Flow Example 3 года назад


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Create Custom Auto Number Field With Your Criteria Using Flows - Flow Example

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. Subscribe for more videos like this: https://bit.ly/2ZjoZ8h Want to take your #Salesforce Knowledge to the next level? Go to https://salesforcementor.teachable.com/ new course content every week to keep you fresh. If this video was helpful consider supporting me.   / salesforcementor   Patrons get access to all my source code, an exclusive discord, and Daily Force Primer for exam questions. Thanks for watching. Follow me on twitter   / thewalters954   Connect with me on LinkedIn   / walters954   Join the Salesforce Exchange Discord https://join.sfxd.org --------------------------------------------------------------------------------- Recommended Books Advanced Apex Programming https://amzn.to/2X8hZb4 Clean Code https://amzn.to/2X8iaTM Salesforce Platform App Builder Certification https://amzn.to/3eZOGPj Practical Salesforce Development Without Code https://amzn.to/30tDXsD

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