Auto Number Helper | Conditional Auto-Numbering in Salesforce

Highlights

• 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

What Auto Number Helper | Conditional Auto-Numbering in Salesforce does

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/

Screenshots