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ssurfer Salesforce and external id numbers - should be easy
Hi,
I'm not really sure how to solve this problem, but it's not very complex.
Basically we have a back-end system that tracks the payments for the jobs we get. The Job ID carries data about the type of job (two letters)
the year (two digits)
an auto number with 4 digits, the first being tied to the type of job (i know, not highest degree of normalisation)
initials of the salesperson (2 letters)
initials of the marketing person (two letters)
Example: IM|06|8012|BT|JS
Where: IM equals the type of job, 06 is the year, 8 confirms that it's and IM job and 012 is the autonumber in the 8 series
I think the solution is more towards a change of existing processes rather than complex coding in salesforce, but i can't seem to get a way to solve this. With the current crm system, there's no problem generating the code, but salesforce doesn't have that flexibility.
I would be very grateful for any suggestions on how to solve this. Thank you
This Job ID format definitely looks like it qualifies to be a Text (16) type in Salesforce, for both primary and external IDs.