Please contact your Account Executive to have your Account Name changed in Salesforce administration. Depending on your contract they may need some documentation in order to complete this transaction.
How do I change the account name used by Salesforce?
To change the Account Name used by Salesforce for billing, help and training, contact your Account Executive. 1. Classic: 2. Lightning: 2. Sele c t Edit | Type new org name into the Organization Name field. 3. Click Save. In some situations, Admins might be prompted with validation errors. Check whether the Primary Contact is an Active user.
How to view Salesforce account history (accounthistory)?
Enter your Salesforce username and password. Click on Log into log in. After your log in completes successfully, click on Next. (Until you log out or close the program, you will not be asked to log in again.). Select Show all Salesforce objects and click on Account History (AccountHistory) object.
How do I change the name of an account in contractobject?
Setup > Tab Names and Labels > Rename Tabs and Labels Then by Tab Name "Accounts", click "Edit" and enter the singular and plural name. This will then reflect in the Account field name in the Contractobject.
How do I track changes to an account in Salesforce using APEX?
With Apex code you can create a trigger on the account object. That trigger can be configured to fire on update, insert or delete. In the case of tracking changes, the trigger gives you access to the object in two states, current (unchanged) and new (the changes).
How do I rename an account object in Salesforce?
How to Change Standard Object Names in SalesforceTo start, go to the Setup item with the gear icon in the upper right-hand corner.Next, click customize.After that, hit the option labeled Tab Names and Labels.Click on Rename Tabs and Labels.Now, select the tab or object that you want to rename and then hit edit.More items...•
How do I change the object history in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
What objects can be customized for history?
With Field History tracking, the field history of custom objects, as well as standard objects, can be tracked....The following is a list of standard objects that can be tracked:Accounts.Articles.Assets.Campaigns.Cases.Contacts.Contracts.Contract line items.
Can you rename an object in Salesforce?
To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Customize -> Tab Names and Labels -> Rename Tabs and Labels. Choose the Tab (or Object) you want to rename and click Edit.
What is account history in Salesforce?
Read on accounts. Any time a user modifies any of the standard or custom fields whose history is set to be tracked on the account, a new entry is added to the Account History related list. For person accounts, this addition includes any relevant contact fields that are set to be tracked.
What is history object in Salesforce?
Salesforce stores an object's tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record's fields.
Can we write trigger on history object in Salesforce?
It is not possible. You could, however, query the history objects from the parent object's trigger. For example, you have an after-update trigger on Account, from which you can query AccountHistory object.
How many fields can you track history in Salesforce?
20 fieldsField history tracking also does not count against your organization's paid data storage limits and you can track only 20 fields per object.
How do I create a field history report on a custom object in Salesforce?
From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...
How do I customize an account object in Salesforce?
Create a Custom FieldFrom Setup, go to Object Manager | Property.In the sidebar, click Fields & Relationships. Notice that there are already some fields there. ... Click New in the top right.For data type, select Currency.Click Next.Fill out the following: ... Check the Required box.Click Next, Next again, and then Save.
Can we change related list name in Salesforce?
To change the name of the related list you must go to the master detail field on the desired object. Click edit. You will see a section mid-way down the page called Master Detail Option. Change the Related List Label to match your desired name.
How do I change the API object name in Salesforce?
Just go to setup -> fields under object in question -> specific field -> edit -> type in new API name.
How do I view change history in Salesforce?
View the History of ChangesFrom Operations, click Data Stewardship.Search for a global profile by phone number, email address, or global party ID. Then, enter a value for your selection. ... Click Search. ... Select the customer profile for which you want to view the history of changes.Click Change History.Click.
What are the record modification field on the object in Salesforce?
The record modified field acts as a reference point when the system is deciding whether to update the record in the event data is received out of order. Example Three files exist, each containing customer record 123.
How many fields can be enabled for tracking on a custom object?
20Choose the fields you want tracked. You can select up to 20 standard and custom fields per object. You can't track: Formula, roll-up summary, or auto-number fields.
How does Salesforce track field value changes?
Let's Get TrackingClick the gear icon and Choose Setup.Under Objects and Fields, choose the Object Manager.Select Chargent Order or Transactions depending on which one you're doing first.Select Fields & Relationships.Click the Set History Tracking button.Choose what fields you want to track.Be sure to click save.
What are Salesforce objects?
Objects already created for you by Salesforce are called standard objects. Objects you create in your organization are called custom objects. Objects you create that map to data stored outside your organization are called external objects.
What is a record in a database?
A record is analogous to a row in a database table.
What is Salesforce Stack Exchange?
Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.
What is Apex in Salesforce?
apex - Change the Account name of a Contract that is activated. - Salesforce Stack Exchange
Can you clone apps on AppExchange?
Another alternative would be to look at 'Clo ne' apps on the AppExchange and also this fantastic link hereby a developer who create a 'Deep Clone' function via a button which enables you to clone all records in a child relationship from that contract.
Can you change your Premier Support account?
If you are a Premier Support customer, you can get them to do such changes for you.
Can a contract change account name?
As per this linkand this one, if a contract has a status that is under the 'Activated' contract status category, the account name of that contract cannot change. This is a problem and I would argue it is a bug.
Can cloned contracts lose their history?
the Contract History will be lost as the cloned contract record will have its own contract history (I don't think there is any App from the AppExchange which supports cloning the record history).