Using Account Object LWC

Reg.Direct works as follows:

  • Lightning Web Components on Salesforce Lightning Record Pages provide access to Companies House data.
  • A Search component performs a search on Companies House for a name that’s set on a text field on Account (usually Account Name) and displays a list of similarly named companies from Companies House.
  • From the list of similarly named companies, press the button next to the company name that has the Company Registration Number (‘CRN’) on it.
  • Pressing the CRN Button creates a Company record for that company and updates fields on the Account record.
  • The LWC that displays Companies House data reads information from the Company record and displays it in a user-friendly way.
  • A manual refresh of the data can be achieved by pressing the Refresh button in the bottom of the component.
  • Detailed company information is stored on the Company and related records (such as Prior Names, Foreign Entities and Officers) and when used on Account.
  • For backwards compatibility with the legacy Visualforce component, previously packaged custom fields on the Account object (shown below) are kept in sync with those on the associated Company record.
  • Processes, flows and reports can be built around the custom fields on Account object or Company object, however our recommendation is to use the Company object whereever possible as this can be connected to other records in Salesforce.

      The following custom fields are saved on the Account record and may be used in workflows/processes/reports:

      • Company Data

        • Registered Name

        • Registration Number

        • Registered Office PO Box

        • Registered Office Premises

        • Registered Office Address Line 1

        • Registered Office Address Line 2

        • Registered Office Locality

        • Registered Office Region

        • Registered Office Postal Code

        • Registered Office Country

        • Registered Office In Dispute

      • Incorporation Data

        • Incorporation Date

        • Cessation Date

        • Company Status

        • Company Status Detail

        • SIC Code

      • Accounting Data

        • CS Next Due On (Confirmation Statement Next Due On)

        • Accounts Next Due On

        • Accounts Next Period End On

        • Accounts Overdue

      • Synchronisation Data

        • reg.direct Sync Now

        • reg.direct Background Sync

        • Last Refresh Attempted

      Was this helpful?

      Previous Article

      User Permissions & Access

      Next Article

      Using Multi-Object LWC