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Auto Number Helper | Conditional Auto-Numbering in Salesforce

Assign conditional AutoNumber sequences per record type or picklist values

Overview

Auto Number Helper assigns separate AutoNumber sequences per Record Type or Picklist value - a feature missing in standard Salesforce. Supports multiple prefixes and one-click bulk updates. 4.69 ★ rated. Free trial available.

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See How Auto Number Helper | Conditional Auto-Numbering in Salesforce Works

  • Conditional AutoNumber Sequences by Picklist Value & Record Type - Beyond Standard Salesforce ✔ Separate sequences for Clients vs Candidates or any record type ✔ Works on standard & custom Salesforce objects ✔ Admin-configurable, no code needed

  • Multiple Prefixes for the Same Picklist Value - Full Auto-Numbering Flexibility ✔ Different prefixes for same picklist value ✔ Create C-, Can-, INV- style sequences per condition ✔ No-code admin setup ✔ Supports dynamic prefix logic

  • One-Click Bulk Update for Existing Salesforce Records - Populate New AutoNumber Sequences Instantly ✔ Update existing records in one click ✔ No manual edits required ✔ Batch Apex ensures safe large data handling ✔ Ideal for migrations & schema changes

  • Standard Users Can Use Auto Number Helper - No Admin Rights Required ✔ Enable non-admin users to generate auto numbers ✔ Secure controlled access model ✔ Reduces admin dependency ✔ Improves operational efficiency

  • Map One Picklist to Multiple Destination Fields ✔ One picklist drives multiple fields ✔ Supports multiple auto-number outputs ✔ Reduces configuration duplication ✔ Improves workflow flexibility

  • Bulk Processing with Reduced Errors and Manual Effort ✔ Automate large-scale numbering ✔ Minimizes manual entry errors ✔ Ensures consistent formatting ✔ Saves operational time

  • Built for Compliance, Audit Trails, and Record Traceability ✔ Structured sequential IDs for audits ✔ Improves traceability across records ✔ Supports compliance requirements ✔ Enhances governance reporting

  • Supports Standard & Custom Objects Across Salesforce Clouds ✔ Works with standard & custom objects ✔ Compatible with Sales & Service Cloud ✔ Seamless Salesforce integration ✔ Flexible across multiple use cases

  • Resources & Demo ✔ Product Website: https://satrangtech.com/salesforce-auto-number-helper/ ✔ Watch the Demo: https://youtu.be/Svu5ihO8Pfg ✔ Book a demo: https://calendly.com/purvisharma/30min ✔ Purchase licenses instantly: https://bit.ly/3yrqkcT

This app assigns AutoNumber values to records based on Picklist Values or Record Types. For example, consider the Contact object with two record types: Clients and Candidates. In standard Salesforce, separate auto-number sequences cannot be maintained for different record types. As a result, numbering follows a single continuous sequence (e.g., C-009), regardless of the record type. With this app, you can create independent auto-number sequences with unique prefixes and counters for each record type. For example, Client records can be generated as C-1, C-2, C-3, C-4, while Candidate records can be Can-1, Can-2, Can-3, Can-4. The prefix (such as C or Can) is fully configurable and can be customized as per your business needs. Key Capabilities: ✔ Standard Users Supported (No Admin Required) Users without Admin permissions can seamlessly use the Auto Number Helper functionality. ✔ Multiple Destination Fields Support Generate and map auto-number values to multiple destination fields from a single source picklist field. To explore full functionality and use cases, visit the product website: https://satrangtech.com/salesforce-auto-number-helper/

Categories

Business Needs
Admin & Developer Tools
Data Management
IT Management
Industries
Horizontal Product
Financial Services
Professional Services
Personas
Administrator
Consultant
Developer
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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