Setting up Sequencing

To set up sequencing features, you must complete the following steps:

To enable users to create sequence formats and generate sequence numbers, assign the relevant permissions.

Action

Permissions Required
Create sequence formats

FDN Core - Administrator permission set and one of the following profiles:

  • Salesforce System Administrator
  • A custom profile that contains the Modify Metadata and Customize Application system permissions
Set up a scheduled job to generate sequence numbers FDN Core - Administrator permission set
Generate sequence numbers from the Run Sequences page FDN Sequencing permission set

Create a new text field on each object you want to contain sequence numbers. When you create a sequence format, you specify this field as the target field that stores the generated sequence number. If required, you can add these fields to the relevant page layouts.

Depending on your requirements, you can specify that this field contains a unique value or is an external ID. For more information about creating custom fields, see the Salesforce Help.

Tip:

We recommend that you do not permit users to edit target fields in order to prevent sequence numbers being manually overridden. If sequence numbers are manually overridden, this might impact the progress of the Generate Sequences scheduled job or create duplicate entries.

Create one or more sequence formats and specify where you want to store the generated sequence numbers. For more information, see Creating a Sequence Format.

To generate sequence numbers using the Generate Sequences scheduled job, you must first enable the Scheduled Jobs feature in Feature Console. For more information about the Feature Console, see Enabling and Disabling Features and Scheduled Jobs.

You can set up Foundations to create error messages to help you resolve issues if your sequencing job fails. For more information, see Setting up Sequencing Error Messages.

Both admins and standard users can generate sequence numbers. For more information, see Generating Sequence Numbers.

If you need to remove and regenerate sequence numbers or apply sequence numbers to old records that do not contain sequence numbers, you can adjust the last run date and generate sequence numbers. For more information, see Adjusting the Sequence Last Run Date.