Fields: Scenario 1 Solution

The solution section provides an overview of how to solve this scenario, and why that solution was chosen.  The Solution Steps section immediately following outlines the exact steps used to replicate the solution.

Solution:

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16 Responses to “Fields: Scenario 1 Solution”

  1. nerd.sfdc February 28, 2016 at 1:27 pm #

    Generate unique number for existing records I could not find this option

  2. jhoosemans February 5, 2016 at 6:03 am #

    In this case the number is only unique within the Object the field is created, right? I find it handy to add a prefix to the auto-numbers to indicate from what object the number came from. This can be helpful when you start communicating those numbers (as a reference) outside of Salesforce, for example in an email to wards your customer.

  3. Matej Blatnik May 7, 2015 at 11:40 am #

    It did not give me the option to generate the auto number for existing accounts. It generates for new accounts only. How can I change that?

    Thanks,

    Matt

  4. Mikael Petersson October 12, 2014 at 4:09 am #

    John, do you know how to create the unique number for only a limited number of the Accounts? I think most organizations have “a gazillion” Accounts but in the scenario described in this exercise it would be more practical to apply the auto number only for accounts that meet certain criteria such as having a “yes” checkbox for “active account” (for example). Is that even possible?

    • JohnCoppedge October 19, 2014 at 2:27 am #

      The short answer: no, it is not possible.

      What you can do in this scenario is create an autonumber field. Then create a formula field that only exposes the auto number field when the formula criteria is true.

      This will allow you to only display the ID when the conditions are met, but all records will be assigned an ID regardless.

      Or… use apex code to selectively create IDs, but there is no standard config that would let you do this. Great q!

  5. Alex Messinger October 6, 2014 at 8:49 pm #

    How about adding a formula field that displays the account ID, and adding that to the page layout(s)?

    • JohnCoppedge October 6, 2014 at 8:58 pm #

      You could do that- however the record ID is always displayed in the URL, so I haven’t found a great number of scenarios where that is really needed.

  6. Scott Waddell September 18, 2014 at 1:27 pm #

    I learned from this exercise that field labels don’t have to be unique, as long as the field name / API name is unique. So, my Account pages had two fields labelled Account Number until i removed the old field from the page layouts.

  7. Thaer Saleem June 12, 2014 at 6:47 am #

    hello john,,

    i getting this message when i tried to access this video :

    To view the remainder of this content, you must purchase the Salesforce.com Certified Administrator Study Guide. Please Login or purchase the study guide.

    despite i do purchase with paypal, also i watched the Field Usage & Field Types without any problems

    Thaer Saleem

    • JohnCoppedge June 12, 2014 at 3:43 pm #

      Some of the content is locked down, including this page. To access, you will need to upgrade your account. Cheers,

      John

  8. Mark Yetman February 27, 2014 at 5:18 pm #

    This exercise is incomplete as you will now have 2 Account Number fields. You need to remove the Standard field from the page layout as well.

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