Dynamic Salesforce Account Lookup on Router Form Company Field
M
Marc Berman
The company name field on router forms accepts free-text input, which means prospects can type a value that doesn't match any existing Salesforce account. When routing rules depend on account data, a free-text mismatch causes the match to fail silently.
Admins should be able to configure the company name field as a dynamic dropdown that queries Salesforce accounts in real time, so prospects select from existing account records rather than entering free text. This ensures the submitted value maps cleanly to a Salesforce account and routing logic based on account data fires correctly.