Configure account identification and creation approval

Overview

Before you begin

• You need permissions for Account object configuration, Process Management, and Business Rule Management.
• Confirm how your organization uses Account Name, phone number, email address, and other matching fields.
• Design Approval participants and conditions before you enable Creation Approval.

Configure Account Duplicate Check

1. Go to Setup > Object Management and open the Account object.
2. Under duplicate rules, configure New Duplicate Check, Import Duplicate Check, and Duplicate Tool.
3. Select the Account fields and matching methods.
4. To identify existing Sales Leads during Account creation, enable Joint Duplicate Check with Sales Lead.
5. Save the settings and test them with duplicate Accounts and Leads.

Configure Business Registry Lookup and data population

1. Go to Setup > Business Rule Management > Business Information Settings.
2. Enable the required Business Registry Lookup and automatic data population capabilities.
3. Choose whether to exclude sole proprietorships from search results.

1. Open the Business Information field mapping rules.
2. Map Business Registry Lookup fields to Account fields.
3. Save the mapping, create a test Account, and select a company to verify the populated fields.

Configure Account Creation Approval

1. Go to Setup > Process Management > Approval Process Management.
2. Create an Approval Process for the Account object’s New action.
3. Configure Approval nodes, approvers, conditions, and post-approval processing.
4. Save the process and create a test Account to verify the Approval Status.

Configure a merge-completed event listener

1. Go to Setup > Custom Development Platform > Event Listener Management.
2. Create an event listener for a business object that supports data merging.
3. Select the merge-completed event.
4. In the subsequent processing, obtain the merged record ID from the event data.
5. Save the configuration and merge test records.
6. Confirm that the event starts and passes the correct record ID.

Note: The system deletes the merged record after merging. A standard function cannot query it. Obtain its ID from the merge-completed event.

Applicable Scope: This event applies only to business objects that already support data merging. It does not add merge support to other objects.

Configure overseas company lookup

1. Go to Setup > Business Rule Management > Business Information Settings > D&B Company Lookup Settings.
2. Enable D&B company lookup.
3. Enter a valid API Key and API Secret.
4. Save the settings and grant the required object permissions to applicable roles.
5. Search for an overseas company from an Account creation page and verify that you can select and populate the result.

Verify the configuration

1. Create a record that duplicates an existing Account and confirm that the expected warning or block appears.
2. Create a record that matches a Sales Lead and verify the joint Duplicate Check result.
3. Select a company from Business Registry Lookup and verify the populated Account fields.
4. Create an Account and confirm that the Approval Process starts under the configured conditions.
5. If D&B lookup is enabled, verify that overseas companies can be found and populated.
6. If a merge-completed event is configured, verify the event and merged record ID.

Related topics

• Maintain Account information
• Create and maintain an Account Pool
• Configure the Account Retention Limit