[ScenarioIntro ]
[sc:Scenario ]
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[RCAdmin]
Management within your company would like to assign a unique number to each customer account within Salesforce. This will allow sales reps and customer service agents to more effectively communicate with customers about information pertaining to their accounts.
[sc:ScenarioSuccessCriteria ]
- A field to represent account number is displayed on the account page. A unique value is present for all existing account records. Likewise, a unique value is generated automatically for newly created account records.
[button link=”http://beta.certifiedondemand.com/fields-scenario-1-solution/”]Scenario Solution[/button]
[/RCAdmin]
I was able to do this, but am having some trouble with the account page layouts. Where do you navigate to see the page layout for creating a new account? I am able to find the page layout that displays all of the information once the account is created/saved. Thanks
Go to the page layout assignment to see which layout is assigned to each profile. You won’t see formula fields when you create a record- the formula is only calculated after the record is saved.
This is confusing it’s not clear you’re asking for a customer number it seems you’re asking for an account number which is a standard field and can’t be edited.
Account number can be edited if you enable the field level security, but it would never support the ability to auto-number. Another alternative would be to use an autonumber field and an workflow rule to copy the value to the account number. I find these type of ambiguities prevalent in day to day life as a consultant/admin, which is why there are some of them in this guide.
Typo:
Second sentence under “Scenario” – This will “allows”…
Thanks, updated