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•You can change the construction of the actual Salesforce Account Name with Name Definitions - Accounts

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Certain actions trigger AQ to update the Account Name :

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From AQ

The following actions will cause an update of the Account Name:
 
Changes to:
Salutation link
Salutation
First Name, Middle name, last name
Suffix
AQB_Suffix
Nickname
Professional Suffix
Inst. Suffix
Inst. Suffix override
Change primary/secondary contact on account
Running Lightning Contact Utility for join/decease/split will update contact names

here is a script to run the update account names by batch. THis need to be running off hours in production


 

Code Block
languagejs
AQB.AutomatedAccountNamesUpdateBatch clsScheduleAutomatedAccountNamesUpdate = new AQB.AutomatedAccountNamesUpdateBatch();

      ID idBatch = database.executeBatch(clsScheduleAutomatedAccountNamesUpdate, 1000);

Scenarios where Account Name Override is Empty and contacts are directly linked to the account

  •  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

  •  No Account Name Override

Mr Manny Pacquaio

Mr Manny Pacquaio and Mrs Jinky Pacquiao

Mr Manny Pacquaio

Mrs Jinky Pacquiao

Hello World

Info

Account name will retain its current value or you can type in it and it will take that.

Mrs Jinky Pacquiao

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

  •  No Account Name Override

Mr Manny Pacquaio

Hello World

Info

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

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

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

Scenarios where Account Name Override is filled

  •  Is Primary
  •  Is Secondary
  •  Is Direct
  •  Is Direct

  •  No Account Name Override

Mr Manny Pacquaio

Hello World

Info

Regardless of Primary/Secondary and direct contacts, Account Name Override will take the account Name

Mrs Jinky Pacquiao