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Auto Number Helper | Conditional Auto-Numbering in Salesforce

Assign conditional AutoNumber sequences per record type or picklist values

$360   USD/company/year

Discounts available for nonprofits

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Industries
Horizontal Product
Financial Services
Professional Services
Business Need
Admin & Developer Tools
Data Management
IT Management
Requires
Platform Cloud
Compatible With
Financial Services Cloud
Government Cloud

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.69
Lifetime average
Showing 10 of 13 Reviews
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It just works

We are happy with the support too.

Chirag Mehta
05/17/2021

Svetlozar, Thanks for writing a review of this app. Great to hear it just works and you are happy with our support team!!! Do check out our other apps @ https://satrangtech.com/apps.htm Thanks Chirag

Fits all our needs

Satrang Auto Number Helper is just what we have been looking for.

Chirag Mehta
04/29/2021

Felix, Thanks for writing a fitting review of this app. Happy to hear it addresses all your requirements. Do check out our other apps @ https://satrangtech.com/apps.htm Thanks Chirag

Team is Very Helpful

The team has been great to work with. Have answered all our questions promptly and with no hesitation. Thank you so much!

Chirag Mehta
04/27/2021

Jessica, Thanks for writing a review of this very helpful app. Also, thanks for the kind words about our team. Do check out our other apps @ https://satrangtech.com/apps.htm Thanks Chirag

App does exactly what is described

We used the autonumber for lead assignment rules. Great customization is available for multiple companies under one Org. Support team is OUTSTANDING and will be more than happy to assist with any issues.

Chirag Mehta
04/22/2021

Ryan, thank you for sharing your experience. Very rightly quoted, it exactly does what it says. About our support team and their service, they are true rockstars. They always try to help customers in a timely manner. Thanks, Chirag

Michelle Regal
Four Star Ranger

Great app, not sure it's worth the price

The app works really well and is easy to configure. However, with new Salesforce functionality, I can replicate our solution with a custom object and flow. $50/month is a little steep for a solution I can build declaratively. Perhaps there are more complex use cases that would justify the spend. Right now, we're just planning to use it until I have time to build the solution internally.

Chirag Mehta
04/27/2021

Michelle, thank you for your detailed review of this great app. Coming to our pricing and its justification, - The app allows to define you almost unlimited auto numbers based on any picklist field or record type Id on any standard or custom object - Also, you can define multiple auto numbers on a single object with just one trigger to write. This way it's easier to maintain as well - Also, this app offers the option to batch run the logic to assign auto numbers to existing records. Considering all the above factors, we feel USD 50/month is t he right price. However, for all existing users, we are offering a 20% discount ie offering at UD 40/month (billed annually). Thanks Chirag

Superb customer service

Very responsive! We are not proficient with Apex, and customer support willingly and rapidly adjusted the code for us. To be clear, Post Installation steps 2 and 3 (the ApexTrigger and ApexClass) must be copied and pasted into the SANDBOX. The test ApexClass must be modified to include all fields that are required to save the object. If one of the fields that is required is a lookup, then an instance of the lookup record must also be created so it can be referenced.

Chirag Mehta
08/09/2020

Christine, Thank you for sharing your Superb experience and 5-star review. Yes, code cannot be created in Production directly, so as you rightly said, step 2 and 3 (creating class and trigger) needs to be done in Sandbox first and then deployed to Production. Also, test class provided with the app is just a template that needs to be updated to include all required fields. In short, test class needs to be updated to cover auto number scenarios and business validations/logic present in respective org. Coming to customer service, our support team is the true rockstars, thanks for kind words about them! Thanks Chirag

Great app

Thank you for making this awesome app. Sequence No generation for each record type is very helpful for us! If this app is support the fixed digit number (i.e. A-0001, A-0002), it would be more helpful.

Chirag Mehta
07/27/2020

Thank you for sharing your experience and review of this awesome app! Support to include padding while generating auto number is on our product road-map and we plan to release the same in the next release. Thanks Chirag

Alain Lhoest
Triple Star Ranger

Very good app, it helps us

The app helps us to implement a business logic related to autonumbering of documents in function of record types. The configuration is easy with the exception of the test class. the documentation could explain better how to create a test class with some examples.

Chirag Mehta
04/28/2020

Alain, thank you for sharing your experience and review of the Auto Number Helper app. Happy to hear it helped implement business logic with ease. Regarding the test class, we have noted your feedback. To add, the app does help to a point in generating test class, and then it instructs to complete it with the help of an in-house developer. As always, if you have any query please raise a ticket @ http://support.satrangtech.com/ Thanks, Chirag

Great app with wonderfull customer service

Great app to set autonumbers for certain recordtypes. With setting it up, customer service supported me very fast and did a great job understanding and implementing exactly what I needed.

Chirag Mehta
11/04/2019

Emily, thank you for sharing your experience and review of Auto Number Helper app. Happy to hear that its a Great app! In terms of our support team and their service, they are true rockstars. They always try to help customers in a timely manner. As always, if you have any query please raise a ticket @ http://support.satrangtech.com/ Thanks, Chirag

Susan Doherty

App Fits the Bill!

We were looking for something that could produce an auto-number based on a picklist value (different auto-number for multiple locations) and this app does exactly what we need! The setup, overall, was very straight forward and having the basic trigger and trigger test class code generated is much appreciated, as I am not very good with Apex. We've just started using the app, but so far, so good! Thanks!

Chirag Mehta
03/27/2019

Susan, thank you for sharing your experience and review of Auto Number Helper app. Happy to hear that the app is easy to set-up and fits the bill :) As always, if you have any query please raise a ticket @ http://support.satrangtech.com/ Thanks, Chirag