Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Turn off Ins Doc Account Creation

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Life Sciences

            Turn off Ins Doc Account Creation

            Turn off Ins Doc account creation to make sure that Ins Doc accounts aren’t created manually in an improper format. Automatic account creation enforces your organizational rules and data governance policies.

            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 an Ins Doc Account record type: Life Science Commercial Admin permission set
            1. From the App Launcher, in the Quick find and select Life Sciences Commercial.
            2. Click Admin Console.
            3. In the Life Sciences Customer Engagement setup page, click Account Management
            4. Click Account Search Preferences.
            5. Select Restrict users from creating accounts.
            6. Save your changes.
             
            Loading
            Salesforce Help | Article