A university is working with a consultant to install and configure the Education Data Architecture (EDA). The university uses the Default Account Model. The university wants accounts to include the first and last name of each contact at the time the contact is created.
Which action should the consultant take in EDA Settings to meet this requirement?
A. Select the Run Backfill button.
B. Edit Administrative Account Name Format.
C. Set the Account Model to Household.
B. Edit Administrative Account Name Format.
Explanation:
The Default Account Model in EDA creates one account for each contact and names it after
the contact’s full name.
However, if the contact’s name changes, the account name does not update automatically. To meet the requirement of including the first and last name of each contact at the time the contact is created, the consultant should edit the Administrative Account Name Format in EDA Settings.
This allows the consultant to define a custom formula for naming accounts based on contact fields. For example, the formula could be FirstName & " " & LastName.