Account Search settings by org, profile, and record type
Key Takeaway
A profile-level Account Search configuration overrides the org default for users in that profile. You can't delete it from the UI, so to give those users the same options as everyone else, update the profile-level values to match the org default.
Account Search is the Life Sciences Cloud feature that reps use to find accounts before they create new ones. Reps can search inside Salesforce, outside their own territory, and in external systems. Admins control what reps can search, which fields are searched and shown, and how the search behaves. They set these options in the Admin Console at the org level and per profile, and they refine some settings by record type.
How reps search for accounts
The intended rep workflow runs in this order:
- The rep starts with an internal keyword search in Salesforce. The search also checks for accounts outside the rep's territory.
- If the rep doesn't find the account, the rep can search external systems, such as an MDM or IQVIA's OneKey. The rep can also use advanced search to refine the search by attributes.
- If the account still isn't found, the rep confirms that it doesn't exist and then creates it.
Because reps must confirm that the account is missing first, the search-before-create flow prevents duplicate accounts.