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joseph_siudzinski
joseph_siudzinski
Helper ⭐️
May 22, 2017
Question

Handling Multiple Account ID fields on Standard Objects

  • May 22, 2017
  • 2 replies
  • 62 views
It is very common for every customers SFDC org to have multiple fields named "Account ID" on standard objects - primarily Case, Opp, and Contact. It becomes very challenging when having to pick the account identifier in Rules, Reports, Relationship Associated objects, and picking account in C360 sections. I've noticed that sometimes they sort differently in parts of the application (i.e. the first account id needs to be used in Rules but when picking account identifier in associated objects it is the second one).

This sometimes leads to mistakes and having to rebuild rules because the associated objects link changes. Do we have any ability to open up the API name in some sort of hover or just expose it in the key places where we have to do these kind of mappings?

    2 replies

    sundar
    sundar
    Expert ⭐️
    May 23, 2017
    Is the challenge here to identify the difference b/w the two account Identifiers because their label is not unique enough? You would want the API name to identify that?
    For this scenario API Name being shown in braces along with the label will be helpful. In places that is not possible we can fallback to tooltip.
      joseph_siudzinski
      joseph_siudzinskiAuthor
      Helper ⭐️
      May 23, 2017
      Correct, it is common to have multiple fields called 'ID' or 'Account ID' on the same object. API name would definitely be helpful.
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