Filter in ListView Account Name

Hi Rodrigo, 

By default the Account Name in Leads module is a Text field, not a relationship to the Accounts module. 
From what you are sharing, it seems they would like to have it being a relationship instead? To be similar to Contacts module for example? 

Am I understanding the scenario correctly?

Cheers, 

André 

Andre Serrazina  that is correct. 

Hey Rodrigo,

 This is a wild guess as I have no visibility on the number of Lead records and the relationships in place in the instance, however, a possible way forward could be:

1 – For new Lead records, creating a new Leads > Accounts Relationships and add it to the Record view to replace the “Account Name” field.

Users should start using the relationship for creating and Searching for Leads.

2 – This will leave you with a problem to solve for the existing records. For that I have thought about two parallel approaches:

• If you already have a Lead > Contact > Account pathway, you could leverage this by pulling relationship via script from the Contact and applying it to the Leads.
• If we’re only dealing with the “Account Name” at the Lead level, one workaround could be to run a PostMan script that would query the Accounts Module and link up the new Relationship with the retrieved Accounts.
   

A quick heads-up with this method: it requires careful supervision because any mismatch like typos might mean the right Account will not be found/linked.

It's definitely worth experimenting with in a test environment to see if it aligns with what you customer needs.

Let me know what you think.

Cheers,

Hey Rodrigo,

 This is a wild guess as I have no visibility on the number of Lead records and the relationships in place in the instance, however, a possible way forward could be:

1 – For new Lead records, creating a new Leads > Accounts Relationships and add it to the Record view to replace the “Account Name” field.

Users should start using the relationship for creating and Searching for Leads.

2 – This will leave you with a problem to solve for the existing records. For that I have thought about two parallel approaches:

• If you already have a Lead > Contact > Account pathway, you could leverage this by pulling relationship via script from the Contact and applying it to the Leads.
• If we’re only dealing with the “Account Name” at the Lead level, one workaround could be to run a PostMan script that would query the Accounts Module and link up the new Relationship with the retrieved Accounts.
   

A quick heads-up with this method: it requires careful supervision because any mismatch like typos might mean the right Account will not be found/linked.

It's definitely worth experimenting with in a test environment to see if it aligns with what you customer needs.

Let me know what you think.

Cheers,

Thank you, I will think about it.