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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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| 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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| contentVer | 1 |
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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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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
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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
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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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| - 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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|  |  |  |
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| - 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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