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Jason Lee 22
Parent Account Lookup/auto fill
I am attempting to auto populate a parent account using the D&B global duns number of a child record. Is this possible, and what method would be used.
These questions will help us in giving you the best approach to take.
My propsed solution did recognize that you want to use the D&B Number as a foreign key and my assumption was that you wanted this to happen automatically if Contacts are inserted through the API. The other assumption is that the Contact arrives with the company's D&B Number.
If you are manually entering Contacts in the UI, you're going to be forced to populate the Parent Account and it would most likely require a Visualforce page to create an automatic means of finding the matching Account prior to saving the new Contact.
You might also be able to edit the Accout Lookup Filter on the Contact.Account field to match the Contact.D&B Number field to the Account.D&B Number field to produce a suggested list of matching Accounts but you would want to set it to Optional so your end users can override it if no match is found.