How To Filter Out The Current Account

(Doc ID 2241999.1)

Last updated on JULY 06, 2017

Applies to:

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


On : 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?


Sign In with your My Oracle Support account

Don't have a My Oracle Support account? Click to get started

My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms