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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
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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
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