Auto-numbering field and the Opportunity number
Create a field that generates a sequential code on its own for every new record, in whatever format you want: fixed text, year, month, day and a counter. Every opportunity already ships with a ready-made Opportunity number.
The auto-numbering field generates a unique, sequential code every time you create a record, with no one typing anything. It is ideal for numbering opportunities, orders, quotes, tickets or any object that needs a clean, predictable identifier.
How to build the format
In the field builder you define the pattern using ordered segments, and a live preview shows exactly how the next code will look. You combine the segments in any order:
- Literal text: a fixed prefix or separator, such as OPP- or a slash.
- Year: in YYYY (four digits) or YY (two digits) format.
- Month (MM) and day (DD), to stamp the date into the code itself.
- Sequential: the counter that grows with each record, with the width you choose (for example 4 digits turns into 0001).
Width, base and starting number
You set how many digits the sequence takes, the starting number (to continue from where a legacy system left off) and the counter base: decimal (0 to 9) or alphanumeric base 36 (0 to 9 and A to Z), handy when you want short codes that hold a lot of volume.
Reset rule
The counter can never reset (grows forever), reset every year, or reset every month. Combined with the date segments, this yields codes like 202608-0001 that roll back to 0001 when the month turns.
The Opportunity number
Every opportunity ships with the standard Opportunity number field as its first field, in year and month (YYYYMM) plus a 4-digit sequence, resetting each month. You can hide it like any other field. It is read-only on forms because the code is generated the moment the record is saved.