---
schema_version: "1"
id: 11ebd59295121b18770ee6b30c4ba6a78f7c57001deb442a565d2e16878e0e9c
title: Customize Administrative and Household Account Names
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/k12_custom_admin_and_hh_account_names.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5dee5816f18146f6e8196eb31b12c95f59eb5d3c1dd22267dff9533a3bca8b1e
description: Learn about, manage, and update Account names in EDA.
products:
  - Education
release: "264"
---
# Customize Administrative and Household Account Names

Learn about, manage, and update Account names in EDA.

- **[Overview: Account Naming](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    EDA automatically generates Administrative Account and Household Account names for you based on the names of Contacts associated with an Account. For example, when you create the Mary Jefferson Contact record, EDA creates the Jefferson Administrative Account or the Jefferson Household for you at the same time (depending on the record type you've specified for Accounts).
- **[Customize the Administrative Account Name Format](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    Automatic Account naming is enabled by default for Administrative Accounts and can't be disabled. Administrative Account names are automatically updated whenever the Contact's last name changes.
- **[Customize the Household Account Name Format](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    You have many options for changing the Household Account Name Format from the default option of {!Last Name} Household.
- **[Turn On Automatic Household Renaming](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    When you're using the Household Account model, Household Accounts are named automatically when you create a Contact who isn't already associated with a household. Specify the naming convention to use in Automatically Rename Household Accounts from Account Model in EDA Settings.
- **[Update All Administrative or Household Account Names](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    If you update the format used for Administrative or Household Account names and you want all existing Administrative or Household Account records to use the new format, run the Update Administrative Account Names or Update Household Account Names Apex job from System Tools in EDA Settings. These settings work only if the ACCT\_IndividualAccounts\_TDTM trigger is enabled.
- **[Guidelines for Custom Name Formats](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5)**  
    If you use Other for an Account name format, follow these guidelines to construct a valid format.

## Overview: Account Naming

EDA automatically generates Administrative Account and Household Account names for you based on the names of Contacts associated with an Account. For example, when you create the Mary Jefferson Contact record, EDA creates the Jefferson Administrative Account or the Jefferson Household for you at the same time (depending on the record type you've specified for Accounts).

By default, Administrative Account and Household Account names are based on a Contact's last name. For each type of Account, you can choose a different preset naming format or choose the Other option and create your own custom format. For example:

- Instead of Jefferson Administrative Account, show Mary Jefferson Administrative Account.
- Instead of Jefferson Household, show Mary Jefferson Family.

See [Configure Leads Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_configure_leads_settings.htm) for special considerations that impact the naming of Accounts that are created when you convert a Lead to a Contact.

The rest of this article describes how to customize automatic Account naming.

## Customize the Administrative Account Name Format

Automatic Account naming is enabled by default for Administrative Accounts and can't be disabled. Administrative Account names are automatically updated whenever the Contact's last name changes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png)

Note Administrative Accounts typically have only one related Contact. If an Administrative Account happens to have more than one Contact, automatic naming uses the name of the primary Contact.

If you want to change the Administrative Account Name Format from the default option of {!Last Name} Administrative Account, feel free to do so.

1. On the Education Cloud Settings tab, in Education Data Architecture, click **Settings**. If you don’t see the Education Cloud Settings tab, access it from App Launcher or see [Education Cloud Settings](https://help.salesforce.com/s/articleview?id=sfdo.eda_education_cloud_settings.htm).
2. In EDA Settings, select **Account Model**.
3. Click **Edit**.
4. From Administrative Account Name Format, select a format.
    
    - **{!Last Name} Administrative Account**—Generates a name such as Smith Administrative Account.
    - **{!{!FirstName}} {!Last Name} Administrative Account**—Generates a name such as John Smith Administrative Account.
    - **{!LastName} ({!{!FirstName}}) Administrative Account**—Generates a name such as Smith (John) Administrative Account.
    - **Other**—Specify your own naming convention.
5. Save your changes.

Changing the default name format affects the naming of new Administrative Accounts and Accounts for Contacts whose last name changes. It doesn't update the format of existing, unchanged Administrative Account names. For instructions on how to update all Administrative Account names to use the format you specify, see [Update All Administrative or Household Account Names](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5 "If you update the format used for Administrative or Household Account names and you want all existing Administrative or Household Account records to use the new format, run the Update Administrative Account Names or Update Household Account Names Apex job from System Tools in EDA Settings. These settings work only if the ACCT_IndividualAccounts_TDTM trigger is enabled.").

## Customize the Household Account Name Format

You have many options for changing the Household Account Name Format from the default option of {!Last Name} Household.

1. In EDA Settings, select **Account Model** and then click **Edit**.
2. From Household Account Name Format, select a format.
    - **{!LastName} Household**—Generates a name such as Smith Household or Jones and Smith Household, depending on the number of Contacts in the Household.
    - **{!{!FirstName}} {!LastName} Household**—Generates a name such as John Smith Household or Jane and John Smith Household.
    - **{!LastName} ({!{!FirstName}}) Household**—Generates a name such as Smith (John) Household, Smith (Jane and John) Household, or Doe (Jane) and Smith (John) and Household.
    - **{!LastName} Family**—Generates a name such as Smith Family or Jones and Smith Family.
    - **{!{!FirstName}} {!LastName} Family**—Generates a name such as John Smith Family or Jane and John Smith Family.
    - **{!LastName} ({!{!FirstName}}) Family**—Generates a name such as Smith (John) Family, Smith (Jane and John) Family, or Doe (Jane) Family and Smith (John).
    - **Other**—Specify your own naming convention.
3. Save your changes.

Changing the default name format affects the naming format of new Household Accounts and Accounts whose last name changes. It doesn't update the format of existing Household Account names. For example, if you change from {!LastName} Household to {!{!FirstName}} {!LastName} Household, an existing Account named Jefferson Household is not updated to Mary Jefferson Household. However, if Mary’s last name changes to Jefferson-Soto, the Account naming format becomes Mary Jefferson-Soto Household.

For instructions on how to update all Household Account names to use the format you specify, see [Update All Administrative or Household Account Names](https://help.salesforce.com/s/articleView?id=sfdo.k12_custom_admin_and_hh_account_names.htm&release=264.0.0&type=5 "If you update the format used for Administrative or Household Account names and you want all existing Administrative or Household Account records to use the new format, run the Update Administrative Account Names or Update Household Account Names Apex job from System Tools in EDA Settings. These settings work only if the ACCT_IndividualAccounts_TDTM trigger is enabled.").

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png)

Note Customizations such as specifying the number of Contacts listed or the order of their names aren't supported.

## Turn On Automatic Household Renaming

When you're using the Household Account model, Household Accounts are named automatically when you create a Contact who isn't already associated with a household. Specify the naming convention to use in Automatically Rename Household Accounts from Account Model in EDA Settings.

- Turn on Automatically Rename Household Accounts to rename a Household Account whenever a new Contact is added to the Household or an existing Contact is renamed, deleted, or moved to another household.
- Turn off Automatically Rename Household Accounts to prevent Household Accounts from being renamed when a Contact in a household changes names or membership.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png)
    
    Note If you turn off Automatically Rename Household Accounts but then run Update All Household Accounts, the setting is automatically enabled after the page refreshes.

## Update All Administrative or Household Account Names

If you update the format used for Administrative or Household Account names and you want all existing Administrative or Household Account records to use the new format, run the Update Administrative Account Names or Update Household Account Names Apex job from System Tools in EDA Settings. These settings work only if the ACCT\_IndividualAccounts\_TDTM trigger is enabled.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_important.png)

Important If you have any automated processes that reference Administrative or Household Accounts (for example, workflow rules), disable them before you run either of the Update All Account Names jobs. After the job completes, restore your automation.

- Update All Administrative Account Names—Update Administrative Account names using the only Contact associated with the Account. For example, in an Account where John Smith is the primary Contact, changing the Administrative Account Name Format from {!Last Name} to {!{!FirstName}} {!LastName} and clicking Refresh All updates the Account name from Smith Administrative Account to John Smith Administrative Account.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png)
    
    Note Administrative Account renaming works only when an Account's Primary Contact is related to the Administrative Account. If the Primary Contact is not related to the Account, the Account isn't renamed.
- Update All Household Account Names—Update Household Account names using _all_ Contacts associated with a Household Account. This feature enables Automatically Rename Household Accounts even if it was previously disabled.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_tip.png)
    
    Tip If your Household Accounts have multiple associated Contacts, avoid formats that include first names unless you want all Contacts' names in your Account names. For example, in the Smith Household, which has two adults and three children, changing from {!Last Name} to {!{!FirstName}} {!LastName}, creates an Account named Jane, Jackie, John, Joseph, and Samuel Smith Household.

## Guidelines for Custom Name Formats

If you use Other for an Account name format, follow these guidelines to construct a valid format.

### Construct Custom Name Formats

If you've specified Other for an Account name format, follow these guidelines to construct a valid format.

- If including a Contact field, use {!fieldname}, where fieldname is the full developer name of a field on a Contact record. The field name must be of type Lookup, Text, TextArea, or Picklist.
- Make sure that your Contact records have values specified for people's names. For example, a blank FirstName field for a Contact can result in a malformed Account name.
- If using {!FirstName}, surround the field with an additional {! }. For example:
    
    {!Salutation} {!{!FirstName}} {!LastName}
    
    This syntax specifies which fields to use from Contacts that have the same LastName.

### Include Fields in Custom Name Formats

You can include any standard Contact field (except MiddleName) in the custom name (Other) format for both Administrative and Household Accounts.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-k12_architecture_kit-264-0-0-production-enus/aa53d0d1-adc5-4af6-adb8-c34704f68202/images/icon_note.png)

Note To enable MiddleName and Suffix, go to **Setup** | **User Interface** and in Name Settings enable each setting for Person Names.

Format the field as {!fieldname}. For example:

Format the field as {!fieldname}. For example:

{!LastName}, {!{!FirstName}}

Field names are case insensitive.

EDA supports these custom fields: Mailing\_County\_\_c, Other\_County\_\_c, Deceased\_\_c, and Exclude\_from\_Household\_Name\_\_c.

### Specify Account Name Formats in Custom Settings

If you specify a custom naming format using the Other option, we recommend that you specify the format using the naming settings in EDA Settings. Although not recommended, you can alternatively specify it from Setup, in Custom Settings, using a combination of fields. If you do use Custom Settings, use extra caution when entering values in these fields. Make sure to enter Other in the Naming Format field and also enter the custom name format in the Other Name Setting field. For example, you must enter Other in Admin Account Naming Format and a value such as {!LastName} Admin in Admin Other Name Setting. If you specify it incorrectly, for example, you enter {!LastName} Admin in Admin Account Naming Format, and leave the Admin Other Name Setting blank, Administrative Account names sometimes display improperly when you view these fields in EDA Settings.

- Admin Account Naming Format and Admin Other Name Setting
- Household Account Naming Format and Household Other Name Setting