Under Manage Household there are tick boxes for Autoname under both Formal and Informal Greeting. These have been misused in the past thus creating many inconsistencies in our data. I would like to mass reset these to be defaulted to True so that I can run a household name batch. I cannot seem to locate the names of these fields under Households or Accounts. Anyone have any thoughts on how I can achieve this reset? Simply running a household name batch did not do the trick.
@Nonprofit Success Pack@Salesforce.org System Administrators@Sarah Gantz The field you are looking for is _SYSTEM: CUSTOM NAMING on the Account object.
It refers to the names that should be excluded during the auto-name process. To exclude ALL, it should read as Name;Formal_Greeting__c;Informal_Greeting__c
It should be blank to have all name fields included in auto-name.
Hope that helps! 🙂
