I know I can set a value in Salesforce when a DDP is generated. In my use case, I want to update a version number each time a DDP is run -- so it will start with "1" and increase by 1 each time the DDP is run. Can this be done?
Best answer by haleywalsh
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+3
I've accomplished this by used excel-as-middleware. I created a custom field on my object, Opportunity, to hold the version number. I then setup my DDP to use excel-as-middleware and an Insert-Update. The excel-as-middleware file is tagged to populate the current version number field from my Opportunity record and also contains an equation in the cell below to +1 to that number. I then tagged that cell with the calculated value and used it in the Insert-Update to update my record with the new version number.
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