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•You can change the construction of the actual Salesforce Account Name with Name Definitions - Accounts
Certain actions trigger AQ to update the Account Name :
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| pageId | 2748121247 |
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| custContentId | 2748448853 |
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| lbox | 1 |
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| diagramDisplayName | Account Name |
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| revision | 1 |
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| baseUrl | https://sydneyuni.atlassian.net/wiki |
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| diagramName | Account Name |
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| width | 619 |
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| height | 201 |
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| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
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Mr Manny Pacquaio | Mr Manny Pacquaio and Mrs Jinky Pacquiao | Mr Manny Pacquaio | Mrs Jinky Pacquiao | Hello World | Info |
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Account name will retain its current value or you can type in it and it will take that. |
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Mrs Jinky Pacquiao |
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Scenarios where Account Name Override is Empty and Contacts are set as Primary/Secondary
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
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Mr Manny Pacquaio | Hello World | Info |
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Account name will retain its current value or you can type in it and it will take that. Unlinking and linking of contact to account does not trigger the name change. You need to update the account’s Primary/Secondary contact to reflect the change in name or run the name updater batch job. |
| Mr Manny Pacquaio | Info |
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Unlinking and linking of contact to account does not trigger the name change. You need to update the account’s Primary/Secondary contact to reflect the change in name or run the name updater batch job. |
| Mrs Jinky Pacquiao | Info |
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Unlinking and linking of contact to account does not trigger the name change. You need to update the account’s Primary/Secondary contact to reflect the change in name or run the name updater batch job. |
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Mrs Jinky Pacquiao |
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Scenarios where Account Name Override is filled
| - Is Primary
- Is Secondary
- Is Direct
- Is Direct
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Mr Manny Pacquaio | Hello World | Info |
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Regardless of Primary/Secondary and direct contacts, Account Name Override will take the account Name |
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Mrs Jinky Pacquiao |
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