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Newbie 2014 New contact creation under an account that has duplicate entries!
In our CRM, we have multiple organizations (Accounts object) with exact same names that are located in different locations; so those duplicate names are legitimate. Now the problem is, we found that if we click “New Contact” from an Account that shares a name with another account, it may NOT assign it to the correct one.
So basically if the account name is a duplicate, SalesForce is showing a drop-down for account names rather than using the account where you clicked “New Contact” from. Then it is sorting the dropdown by some other columns so the selection (if you don’t change it) may not be the account we want.
Salesforce is supposed to use the account ids (instead of the text based names) to work correctly in our case. How can we fix the issue please?
Thank you very much in advance
So basically if the account name is a duplicate, SalesForce is showing a drop-down for account names rather than using the account where you clicked “New Contact” from. Then it is sorting the dropdown by some other columns so the selection (if you don’t change it) may not be the account we want.
Salesforce is supposed to use the account ids (instead of the text based names) to work correctly in our case. How can we fix the issue please?
Thank you very much in advance
I understand that the probelms you face is because of duplicates in Accounts. I will suggest you to install a free app named 'Dupe Catcher' this app has some wonderful features like merging duplicate accounts,contacts,leads etc... Also It prevents creation of duplicate Accounts.
below is the link to that app
(https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO)
Now I got your point. Follow the steps below
>Click Setup
>At the lefthand side menus below App Setup expand Customize
>Expand Accounts and click Search Layouts and a new page Account Search Layouts will be loaded.
>Edit Lookup Dialogs and add the account fields that needs to be shown while selecting an Account.
Hope This Helps...!!