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            Configure Company Name Override for Leads

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            3. Financial Services Cloud Admin Guide

            Configure Company Name Override for Leads

            You can configure the company name override in Custom Settings as part of configuring the B2C lead conversion process.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            This override replaces the value of Company Name with the lead’s full name when saving a B2C lead. If the override is disabled, a B2C lead cannot be saved until the lead’s full name is entered in the Company Name field. By default, the override is enabled for System Administrator, Advisor, and Personal Banker profiles.

            Note
            Note This setting is only applicable to orgs using the individual object model, it has no effect in orgs where the person account model is in use.
            1. From Setup, enter Custom Settings in Quick Find, then select Custom Settings.
            2. Select B2C Lead Company Name Config and click Manage.
            3. Next to the profile to amend, click Edit.
            4. To turn off the override, clear Override Company Name.

            If you want to apply this custom setting to other profiles or users, add them and select Override Company Name.

             
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