Lead Name changing using formula

[Ashif Malayil]

Hi,
I tried changing the "Name" field in Leads. Instead of using the "Person Name," I want the "Organisation Name" to be the value of the "Name" field. I used the formula name = organisationName and it updates correctly initially, but after saving it reverts back to the Person Name.

Is there any solution for this?

[lazovic]

Hi Ashif Malayil,

As a workaround, you can use the following formula script:

firstName = organisationName;

In some cases it may be necessary to clear the value of the Last Name field.

[shalmaxb]

I solve this problem as follows:

1. create a custom field Organisation Name
2. In the configuration of the original name-field set a default like: "will be filled automatically". (by this you prevent an error on saving, because in the process, there will be your value only after save, and the default will be substituted).
3. set a formula name = oranisationName;
4. Hide the original name field (I have an extra panel in detail view, which is visible only for admin, where I put these fields, that a user must not see).

Now, if you set the Organisation Name it will be saved automatically into the name field. The user sees the custom Organisation Name.