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How To Filter Out The Current Account (Doc ID 2241999.1)

Last updated on MARCH 29, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.11.1.0 version, Accounts, Contacts, Households

When updating the Account within a Lead, the search option has a default record set of "Records where I am on the team". There currently isn't an option to change which record set is shown by default.
The customer would like the ability to change what record set is displayed by default when search for an Account to add to a Lead. How to achieve this?
 

Solution

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In this Document
Goal
Solution
References


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