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Auto Number Helper | Conditional Auto-Numbering in Salesforce
Assign conditional AutoNumber sequences per record type or picklist values
- Industries
- Horizontal ProductFinancial ServicesProfessional Services
- Business Need
- Admin & Developer ToolsData ManagementIT Management
- Requires
- Platform Cloud
- Compatible With
- Financial Services CloudGovernment Cloud
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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Fits all our needs
Satrang Auto Number Helper is just what we have been looking for.
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!
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.
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.
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.
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.
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.
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.
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
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!
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