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Dhanik Lal Sahni
Update Account.Name field when FirstName or LastName will be changed
I want to update Account.Name with ( FirstName__C + LastName__C) whenever FirstName__C or LastName__C is changed or new account is created.
Workflow/process builder/trigger will not work as it will work when event is raised and Account.Name is mandatory field. Any suggestion.
Workflow/process builder/trigger will not work as it will work when event is raised and Account.Name is mandatory field. Any suggestion.
All Answers
I think best option can be using a VF page and overiding the New button for Account and just ask for First Name and Last Name for that Account to that user and insert Account there itself by concating for Account.Name field and redirect user to edit layout of that account using url.
And further if you want on update of First Name and Last Name use process builder for update case.
Hope this helps you.
Thanks,
Pankaj.