1. Implementing Financial Services
  2. Rename Account to Companies for Commercial Banking

Rename Account to Companies for Commercial Banking

As part of the commercial banking flow, you must rename the Account object to Company.

Following are the steps to rename Account object to Company:

  1. Sign in to Oracle CX Sales using Application Implementation Consultant role. Ensure that you're in a sandbox environment.

  2. Navigate to Application Composer.

  3. In Standard Objects, select Account Object.

  4. Click Edit button to edit the Account Object.

  5. Specify Singular Label as Company and Plural Label as Companies and save.

  6. Publish the sandbox.

  7. Create new sandbox.

  8. On the Navigator, in Tools, click User Interface Text.

  9. Click Search and Replace button.

  10. Select all values for Include in search.

  11. Select Match Case and Match Complete Word or Phrase.

  12. One after another, enter values provided in the following table for the corresponding sections.

    If singular or plural values aren't specified, don't enter any value.

    Note:

    Exclude strings using the Exclude check box on the Text Editor page after checking the Include Remarks: User Interface Text Tab column in the table, as required. Exclude any string other than the strings in the Include Remarks: User Interface Text Tab column.

    Search for (Singular Value)

    Search for (Plural Value)

    Replace with (Singular Value)

    Replace with (Plural Value)

    Include Remarks: User Interface Text Tab

    Create Account

    Not applicable

    Create Company

    Not applicable

    Include the following string:

    • Header for Create Organization Account page.

    Edit Account

    Not applicable

    Edit Company

    Not applicable

    Include the following string:

    • Header for the Edit Account page.

    Delete Account

    Not applicable

    Delete Company

    Not applicable

    Include the following strings:

    • Delete an account upon viewing the account's profile information.

    • Action on the Account Profile page that deletes the account.

    Not applicable

    My Accounts

    Not applicable

    My Companies

    Include all values.

    Parent Account

    Not applicable

    Parent Company

    Not applicable

    Include the following string:

    • Parent account assignment to an existing account creating the hierarchy tree.

    Select: Account

    Not applicable

    Select: Company

    Not applicable

    Include all values.

    Create Account Hierarchy

    Not applicable

    Create Company Hierarchy

    Not applicable

    Include all values.

    Not applicable

    Accounts

    Not applicable

    Companies

    Include the following string:

    • Lists all accounts for your organization.

    Account

    Not applicable

    Company

    Not applicable

    Include the following strings:

    Note:

    n/a is also a value for description.

    • Account name

    • Label of the field that specifies the name of the customer account.

    • Account for customer associated with the task.

    • Label for the account name on the service request.

    • Customer account of an opportunity.

    • Search results label for Account.

    • Label displaying the name of the opportunity.

    • Indicates the ticket account.

    • Name of the account related to the activity.

    • Title for the Account tab on the Edit Opportunity page

    • Name of the account on the lead.

    • Label of the field displaying opportunity account.

    • A label on the simplified UI that provides the name of the customer type.

    • n/a

  13. Click Preview Changes button for each change.

    Wait some time for the change to take place.

  14. Click Save and Close for each change.

  15. Repeat for all values in the table.

  16. After all changes are done, publish sandbox.