Searching for Out-Of-Territory Accounts Before Creating an Account
Admins can require users to perform a search for out-of-territory accounts prior to creating a new account. This reduces the chance that users accidentally create duplicate accounts.
When users attempt to create a new account, the account search page displays prompting the user to search for the account outside of their territory before creating a new account. If the account exists, the user adds it to their territory.
This feature overrides any other redirection behavior surrounding the New Account action, for example, the New Account Wizard and the New Account DCR Process.
Who can use this feature?
- End Users — Browser
- Using the New Account Action Redirect
- Users do not require an additional license
Configuring the New Account Action Redirect for
End Users
To configure this feature:
- Ensure Configuring Accounts is complete.
- Mark the my_accounts_redirect__v Global Account Search Setting check box.
Using the New Account Action Redirect as
End Users
When users select the New Account action, they are redirected to a search page and prompted to search for existing out-of-territory accounts before creating a new account. If an out-of-territory account exists, they can add the account to their territory. The search uses Global Account Search functionality.
