How account Name is Formulated
•Household Account Names are constructed from Contact Names
•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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Mr Manny Pacquaio | Mr Manny Pacquaio and Mrs Jinky Pacquiao | Mr Manny Pacquaio | Mrs Jinky Pacquiao | Hello World Account name will retain its current value or you can type in it and it will take that. |
Mrs Jinky Pacquiao | ||||
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Mr Manny Pacquaio | Hello World 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 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 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 | |||
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Mr Manny Pacquaio | Hello World Regardless of Primary/Secondary and direct contacts, Account Name Override will take the account Name |
Mrs Jinky Pacquiao | |