Create Custom Auto Number Field With Your Criteria Using Flows | Salesforce

Have you ever want to have an auto number field but it only populates when certain criteria were met on a record? Now you can by using the power of Salesforce flows and custom setting. In this tutorial, I go over how to create an auto number field that is based on the lead source field. Only leads with specific lead source values will get an auto number generated. This is extremely useful if your company has multiple round robins process or want to have auto numbers generated like invoice numbers for additional fields.

Check out www.salesforcementor.com for additional Salesforce content.

Responses

Popular Salesforce Videos