Identifying Accounts with Account Identifier or Account Name Expansion
Providing sufficient information about an account helps with identification when account information displays in the application. There are two ways to identify accounts:
- Account Identifier – This field on the Account object is defined by the customer
- Account Name expansion – This includes the Primary Parent wherever the Account Name is displayed in the application. Account name expansion applies to person and business accounts.
Who can use this feature?
- Browser, iPad Users (iPhone coming soon)
- Users do not require an additional license
- Business Admin Users, End Users
Configuring Account Identifier and Account Name Expansion for
Business Admin Users
To configure Account Identifier:
- Ensure Configuring Accounts is complete.
- Grant Business Admin Users Edit field permission to the account_identifier__v field to enable Account Identifier.
To use account name expansion, enable the ENABLE_ACCOUNT_PARENT_DISPLAY__v Veeva Setting.
To enable account identifiers on Call Reports:
- Add the primary_parent__v lookup field to the Call Report layout.
- Add the account_identifier__v field to the Call Report layout.
- Enable the ENABLE_ACCOUNT_PARENT_DISPLAY Veeva Setting so the Parent Account displays after the Account Name, for example:
Ackerman, Clinton
A Center for Dermatology
End Users
To enable Account Identifier:
- Ensure Configuring Accounts is complete.
- Grant end users Read field permission to the account_identifier__v field to enable Account Identifier.
To use account name expansion, enable the ENABLE_ACCOUNT_PARENT_DISPLAY__v Veeva Setting.
To enable account identifiers on Call Reports:
- Add the primary_parent__v lookup field to the Call Report layout.
- Add the account_identifier__v lookup field to the Call Report object layout.
- Enable the ENABLE_ACCOUNT_PARENT_DISPLAY Veeva Setting so the Parent Account displays after the Account Name, for example:
Ackerman, Clinton
A Center for Dermatology
Using Account Identifier and Account Name Expansion as
End Users
Account Identifier
The account_identifier__v field on the Account object stores any account identifier needed by customers. Admins are responsible for populating the field and can use any value. The field value can be updated by any means, for example, manually, through data loading, or using a trigger.
Account Name Expansion
If a TSF Preferred Name is defined for the account in the user's default territory, this information displays after the account name. If a TSF Preferred Name is not defined, the primary parent account displays. If neither is defined, nothing displays after the account name.
On mobile platforms, the parent account name displays below the account name. In this example, the parent account displays underneath the account name.
