Skip to main content
Topics#Sales And MarketingDomanda di Shyamala Nathan-Turner
Shyamala Nathan-Turner (F.A.S.T. Rescue Inc.) ha fatto una domanda in #Sales And Marketing
9 dic 2015, 00:39

Account Name

We have both consumer and business customers.  How do you integrate with Shopify so that the Account Name is the company name in the case of a company and the individual's name in the case of consumers?
1 risposta
  1. Buyan thyagarajand (Eigen X)
    9 dic 2015, 01:43
    Hi Shyamala,

     

     I am assuming you are using person accounts or a record type in the account which would help you to differentiate between consumer and business customers. So if you have record type to differentiate, then the only way the account name can be changed to the organization name or individual name can be done by a apex trigger which would update the account name. 

     

    2. Another option is to use a field called company name which is a field on the account. This would be a formula field which can get the account name or first name or last name if you capture on the account and populate the company name for consumers.

     

     Let me know if this would solve the problem and why you want the account name to be populated like this?

     

    Buyan
Scrivi una risposta...
0/9000