Case Account field will not be changed automatically. Case Account Name and Contact Name are independent lookups and editing one does not effect the other. To achieve the desired functionality you need to create a validation rule where validation critera should be Contact.AccountId <> AccountId.
Full Answer
How to change the default case account field name automatically?
Case Account field will not be changed automatically. Case Account Name and Contact Name are independent lookups and editing one does not effect the other. To achieve the desired functionality you need to create a validation rule where validation critera should be Contact.AccountId <> AccountId. This will solve your purpose.
How do I create a Salesforce account billing issue case?
Account Billing Issues for questions about Salesforce contacts, invoicing, payments (account billing inquiries, not related to product inquiries for CPQ or Salesforce Billing) Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case.
How do I change the account in a case?
You can change the account in the Account Name field by editing the case after it’s saved. Click Status and select New. Click Case Origin. This should be the engagement point with the customer—in person, phone, web, and so on. (Optional) Select a Type, Priority, and Case Reason . Enter a summary in the Subject field.
How do I create a case in Salesforce?
Fill in the required Case fields. Add any Case Collaborators to allow people to follow Case progress. Click Create Case. Grant Login Access to support by following the appropriate steps for your environment. Include the name and URLs for affected records and objects (such as Contacts, Reports, sections, workflows, etc.).
Create a Case
Ada has been working with Ursa Major Solar customer Samantha Austin to repair a damaged solar panel on the roof of her home. Ada wants to open a new case to start the repair process.
Change a Case Status
Now that the case exists, Ada and team can edit and add details as needed, including changing the status to reflect Samantha’s progress through the solar panel repair stages. All they need to do is open the case, click Edit, and change the value of the Status field. Click Save, and that’s it! Case managed.
View Case Lists
After you create a case, you automatically see it open within the console. But what if you need to navigate to another case? Or what if you want to see a list of cases?