Slaesforce FAQ

how to capitalize the account name automatically in salesforce

by Prof. Francis Upton Published 2 years ago Updated 2 years ago
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trigger CapitalizeName on Contact (before insert, before update) { for (Contact c : Trigger.new) { if (c.FirstName != null) c.FirstName = c.FirstName.subString (0,1).ToUpperCase () + c.FirstName.subString (1); c.LastName = c.LastName.subString (0,1).ToUpperCase () + c.LastName.subString (1); } }

Full Answer

What is an account in Salesforce?

In Salesforce, an account is a company that you are or were doing business with. Salesforce account types allow you to store data not only about your customers and partners, but also about competitors, investors, resellers and all other parties that you may interact with in your work process.

How can we improve the naming conventions of Salesforce components?

Apply naming conventions for the most common Salesforce components. Identify scenarios in which it is better to deviate (partially) from naming conventions. Apart from its theatre shows and pastrami sandwiches, Manhattan, a borough of New York City, is known for its street naming.

What is the difference between a lead and account in Salesforce?

You convert a lead and create an opportunity. In this case, a lead will become a contact whereas an account will represent the company the lead works for. Note: We’ve prepared a guide on opportunity management in Salesforce and a couple of lead management tips to navigate you in this process.

How do you capitalize acronyms?

Use sentence capitalization for each column entry in a table. When spelling out an acronym, only capitalize the individual words if they're proper nouns. Use all capital letters for the acronym itself. Use a colon to separate two clauses when the second explains the first.

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Title Capitalization

Use title capitalization in titles and headings, including column headings in tables.

Sentence Capitalization

Capitalize the first word of a phrase and any proper nouns in the phrase. Use sentence capitalization for each column entry in a table.

Acronyms, Editions, File Extensions, and Links

When spelling out an acronym, only capitalize the individual words if they're proper nouns. Use all capital letters for the acronym itself.

Referring to UI Text in Documentation

If you refer to a UI label in documentation, match the capitalization in the user interface.

How to manage Salesforce accounts?

With Salesforce, your account management will become significantly more convenient. Below, we recap those valuable things you can do with Salesforce accounts: 1 Consolidate all target accounts in one place. 2 Eliminate paper-based account management. 3 Quickly create new accounts. 4 Maintain account consistency. 5 Easily describe a company’s hierarchy and relationships with its subsidiaries. 6 Assign account owner and account teams for a more effective business communication. 7 Track top accounts to prioritize sales and marketing activities on them, etc.

What is Salesforce account object?

Salesforce account object allows you to store the following data points: Besides, each Salesforce account record is supported by information from other tabs (contacts, opportunities, cases, activities, etc.) so that you can not only take a quick view from the top, but also easily drill down into the details.

What is a person account record?

For example, a person account record stores the information you’d typically save for a business contact rather than an account (for example, first name and last name). Besides, you can invite a person account to a meeting or associate it with a campaign, which is unavailable for a business account.

Can you use person accounts in Salesforce?

When it makes sense to enable person accounts in Salesforce. If your company sells primarily to individual customers (online shoppers, gym members, vacation travelers, etc.), you may wish to use person accounts instead of or along with business accounts.

What is naming convention in Salesforce?

Naming convention in Salesforce is a rule to follow as you decide what to name your identifiers like class, variable, constant, method, etc. But, it is not forced to follow. So, it is known as convention not rule. Naming conventions make the application easier to read and maintain.

What should a class name be?

Class Name : Class names should be unique, beginning with an uppercase letter. It should NOT contain underscores or spaces (except from the prefix and suffix). Class names should be nouns in mixed cases, with first letter of each interval word capitalized. For Example#N#ClassNamePOSTFIX

Why are naming conventions important in Salesforce?

Naming conventions define a common set of rules that help you deduce useful information from the names of Salesforce components .

Can you use a namespace only with a single app?

Use a namespace only with entities that are exclusive to a single app, and will always be exclusive to that single app. In general, it’s a good practice to share resources between apps, so when you think your project-scope entity might become an enterprise-scope entity later, it’s best to not use a namespace.

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