Search Before Create with internal and external account sources
Key Takeaway
Search Salesforce first, then the external source, and create an account only after you confirm no match exists. "Add Account Information" adds an external account to Salesforce and aligns it to your territory in one action.
In Life Sciences Cloud, Account Search lets field users look for a healthcare provider (HCP) or healthcare organization (HCO) before they create one. The search runs first inside Salesforce, including accounts outside the user's territory, and then in an external master data source such as an MDM system or IQVIA OneKey. Search Before Create exists to keep duplicate account records out of the org, because users confirm that an account doesn't exist before they create it. Salesforce implements Search Before Create as the Advanced Search step.
How to search before you create an account
The intended workflow runs in a fixed order. Following that order is what prevents duplicates and keeps account data clean.
- Run a keyword search inside Salesforce.
- If the account isn't found, search the external system.
- Refine with attribute-based Advanced Search.
- Create the account only after you confirm it doesn't exist.