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 :

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

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

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	Mr Manny Pacquaio and Mrs Jinky Pacquiao	Mr Manny Pacquaio	Mrs Jinky Pacquiao

Scenarios where Account Name Override is Empty and Contacts are set as Primary/Secondary



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
Mrs Jinky Pacquiao			Mrs Jinky Pacquiao

Scenarios where Account Name Override is filled



Mr Manny Pacquaio	Hello World
Mrs Jinky Pacquiao	Hello World

TAP - Advancement Portfolio Product

AVE-105 Household Account Name

Analytics

Certain actions trigger AQ to update the Account Name :

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

Scenarios where Account Name Override is Empty and Contacts are set as Primary/Secondary

Scenarios where Account Name Override is filled

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