Auto Number Helper logo

Auto Number Helper

Conditional Auto-Numbering in Salesforce

By Satrang TechnologiesAdmin & Developer Tools

Rating
4.7
Reviews
13
Pricing
Paid
From $360 per company per year
Listed since
2016

About Auto Number Helper

Assign conditional AutoNumber sequences per record type or picklist values

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/

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

Screenshots

About Auto Number Helper

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About Auto Number Helper

Pricing

Paid, from $360 per company per year.

Auto Number Helper plans
PlanPriceBilled
Basic$360 per companyYearly

💲Starting at $360/org/year with tiered pricing for larger teams. 5-day free trial. 🛒 Pricing Info: https://satrangtech.com/salesforce-auto-number-helper/#pricing 📅Schedule a Demo: https://calendly.com/purvisharma/30min

The publisher offers discounts.

Compatibility

Works with
  • Financial Services Cloud
  • Government Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on April 12, 2021
Industries
  • Horizontal Product
  • Financial Services
  • Professional Services
Languages
  • English

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