How to Restart or Reset an Auto-Number field in Salesforce
Instructions to reset or restart an Auto-Number field.
Salesforce Classic Steps
- Click Your Name | Setup | Build | Create | Objects | Object Name | Custom Fields & Relationships
- Click Edit next to the Auto-Number field you want to modify
- Click Change Field Type. Select 'Text' for the Data Type, then click Next
- Note: This does not work for Standard Auto-Number fields like Case Number, Solution Number etc. For Standard Auto Number fields, the steps are given in the next section
- Click Save on the next screen (Step 2) unless you want to modify the Field Level Security for profiles, which is there on the next screen (Step 3). Now the data stored on the Auto-Number field is converted into Text values
- Repeat Step 1–3. For step 3, select 'Auto-Number' for the Data Type
- Click OK for the message that appears (The new Display Format will only be applied to new records. Existing records will remain unchanged.)
Notes:
Salesforce Lightning Steps
- The steps provided in this section applies to Salesforce Classic only
- Standard auto-number fields cannot be modified in Lightning
- The standard Order Product Number field on the Order Product object cannot be reset since it is not editable
- Click Your Name | Setup | Build | Customize | Object Name | Fields
- Click Edit next to the Auto-Number field you want to modify
- Change the 'Display Format' and 'Next Number' that you want to be displayed for your records.
- Once complete, click Save
- Click OK for the message that appears (This may result in duplicate number. Are you sure?)
- Click the Gear Icon, then select Setup
- Go to Object Manager and select the Object Name where the auto number field exists
- Click Fields & Relationships, select the name of the Auto-Number field, then click Edit
- Click Change Field Type. Select 'Text' for the Data Type, then click Next
- Click Save on the next screen,(Step 2) unless you want to modify the Field Level Security for profiles, which is there on the next screen (Step 3). Now the data stored on the Auto-Number field is converted into Text values
- Repeat Step 2–4. For step 3, select 'Auto-Number' for the Data Type.
- Note: This does not work for Objects installed by managed released packages (because the components below are locked). If you want to restart Auto-Number fields on Objects from a managed released package, you can uninstall the package and reinstall it.
- 'Data Type' on custom field
- 'Record Name Data Type' on custom Object
- 'Record Name Display Format' on custom Object
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