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Account Name Field Not Auto-Populated on Case Created from Account Quick Link in Salesforce

Fecha de publicación: May 4, 2026
Descripción

When a Salesforce user creates a new Case by clicking the quick link on the Account related list, the Account Name field on the Case may not be auto-populated after saving. This behavior is related to Field-Level Security (FLS) or Page Layout settings on the Case object. If the Account Name field is configured as Read-Only for the user's profile, Salesforce cannot populate it programmatically at save time.

Solución

A Salesforce admin can resolve this by granting Edit access to the Account Name field:

  1. Navigate to Setup.
  2. In the Quick Find box, type Field Level Security and select it, or go to Object Manager > Case > Fields & Relationships > Account Name.
  3. Locate the affected Profile.
  4. Deselect the Read-Only checkbox for the Account Name field.
  5. Click Save.

Note: The Account Name field is editable for System Administrators by default because of the Edit Read-Only Fields profile permission. Other profiles must have this permission enabled or the field's Read-Only flag removed.

Número del artículo de conocimiento

000381148

 
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Salesforce Help | Article