How Do I Restore Autonumbers (i.e. Case Number)?
When creating data in Salesforce, autonumber columns are given new values automatically. To override this behavior and restore historical autonumber column data with CopyStorm/Restore, there are two approaches that can be taken:
1: Restoring Data to Custom Autonumber Fields
Uploading data to a custom autonumber field requires that autonumber generation be disabled during the restore. It is always best practice to perform this task during a maintenance window to prevent users from creating data while autonumber generation is disabled.
To disable autonumber generation for a custom field while restoring data with CopyStorm/Restore:
- Go to the custom field in the Object Editor.
- Record the field information, including the next number in the sequence and the display format.
- Modify the field type, setting it to Text.
- This will disable autonumber generation during the restore.
- Upload the data with CopyStorm/Restore.
- Modify the field type, changing it back to an autonumber.
- This will re-enable autonumber generation.
- Use the field information from Step 2 — potentially with a different sequence number depending on the data being uploaded.
2: Restoring Data to Standard Autonumber Fields
Salesforce’s standard autonumber fields (i.e. Case Number) come with an additional restriction — their field type cannot be modified. Uploading data to a standard autonumber field requires that the standard field be replaced with a copy used in place of the standard field.
To set up a copy of the standard field that can be used with CopyStorm/Restore:
- Create a new custom field to hold the autonumber data.
- Create an insert trigger to populate the new custom field:
- If there is no data in the custom field, populate it by copying the standard autonumber field.
- If there is data in the custom field, keep the data and don’t overwrite the field content.
- Use the custom field instead of the standard field throughout the Salesforce instance.
- Back up the Salesforce instance using CopyStorm.
After Salesforce is configured with a field to use when restoring the autonumber data, the custom field can be uploaded just like any other field in Salesforce — there are no special configurations needed during the restore process!