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Enable Advanced Search for Accounts

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Enable Advanced Search for Accounts

Enable users to search for matching accounts before creating a new record on the standard Accounts tab. This prevents the creation of duplicate account records.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure search before account creation: Life Sciences Commercial Admin permission set

To enable users to search for healthcare organizations (HCOs) on the mobile app, make sure they have access to at least one account record type that's not a person account record type.

  1. From Setup, go to Object Manager, and select Account.
  2. Click Buttons, Links, and Actions.
  3. In the list of items on the page, locate New.
  4. Click arrow icon next to New, and select Edit.
  5. For Lightning Experience Override, select Lightning component, and then select lsc4ce:SbcCreateAccount from the dropdown.
  6. Save your changes.
 
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