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Deanna Aaron 11 How to create Auto Number field with Formula
How would I create Auto Number field with Formula that counts all opportunities with the source field as recurring? (Starting over for each account)
IF an account contains an opportunity with the source field value of “Recurring”, apply generate auto number
IF example account is Costco
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1)
Opportunity 3 – Source: Recurring (Auto Number: 2)
Opportunity 4 – Source: One-Time N/A
IF the next example account is Walmart
Opportunity 1 – Source: One-Time N/A
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1) *Notice there are 2 accounts with the number one
Opportunity 4 – Source: One-Time N/A
Thank you for your help! I sincerely appreciate it.
IF an account contains an opportunity with the source field value of “Recurring”, apply generate auto number
IF example account is Costco
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1)
Opportunity 3 – Source: Recurring (Auto Number: 2)
Opportunity 4 – Source: One-Time N/A
IF the next example account is Walmart
Opportunity 1 – Source: One-Time N/A
Opportunity 1 – Source: One-Time N/A
Opportunity 2 – Source: Recurring (Auto Number: 1) *Notice there are 2 accounts with the number one
Opportunity 4 – Source: One-Time N/A
Thank you for your help! I sincerely appreciate it.
- Custom formula field including auto number May I suggest you please refer the below link for reference.
- https://success.salesforce.com/answers?id=90630000000hIMVAA2
- https://success.salesforce.com/answers?id=90630000000gktDAAQ
Let us know if it helps.Please mark it as best answer if the information is informative.so that question is removed from an unanswered question and appear as a proper solution.
Thanks
Rahul Kumar
All Answers
- Custom formula field including auto number May I suggest you please refer the below link for reference.
- https://success.salesforce.com/answers?id=90630000000hIMVAA2
- https://success.salesforce.com/answers?id=90630000000gktDAAQ
Let us know if it helps.Please mark it as best answer if the information is informative.so that question is removed from an unanswered question and appear as a proper solution.
Thanks
Rahul Kumar
what are the use of text and auto number in object manager