Configure account address and account master data

Overview

Before you begin

• You need permissions for enterprise settings, the Account object, and Multi-Org configuration.
• Define Data Maintenance ownership and field update scope for each organization.
• Test Orders, Fieldwork, and invoicing before you enable Account Address decoupling.

Configure Account Address synchronization

1. In the Account Address settings, evaluate Automatic Account and Account Address Creation and Synchronization.
2. If you enable it, choose whether the system creates a Primary Address with a new Account.
3. Choose whether the Primary Address synchronizes with the Account’s Region Location.
4. Test Account creation, Region Location changes, and address voiding.

The main switch cannot be disabled after activation. Evaluate existing data and downstream business impact before you enable it.

Enable Multi-Org and Account Master Data

1. Go to Setup > Enterprise Settings > Multi-Org Settings.
2. Evaluate the impact on existing Account data, organization permissions, and business processes.
3. Enable Multi-Org.
4. Confirm that the Account Master Data object is available.
5. Plan permissions and fields for Account Master Data and Account.

Note: Enabling Multi-Org is irreversible. Test historical Account data, permissions, and integration processes before activation, and obtain the required authorization.

Configure Account Master Data creation

1. Go to Setup > Master Data Management.
2. Open Account and Account Master Data Creation Settings.
3. Enable Automatically Generate Account Master Data When Creating an Account.
4. Review the field mapping rules for values copied from Account.
5. Save the settings and test the association.

1. The system searches Account Master Data for an exact Account Name match.
2. If a matching record exists, the system uses Auto Associate.
3. If no record exists, the system creates Account Master Data when saving the Account.
4. The system writes mapped Account Field values to the new Account Master Data.

Note: Automatically generated Account Master Data does not trigger its New Duplicate Check or Approval Process. Confirm that this behavior meets your data entry and review requirements.

Configure the master data update policy

1. Go to Setup > Master Data Management.
2. Open Master Data Update Policy Settings.
3. Select the Standard Object Account.
4. Select the organization node.
5. Select fields by Field Name or Field Type.
6. For editable fields, select Overwrite or Append.
7. To reuse the policy, select Apply to Lower Levels.
8. Save the settings and test updates from different organizations.

Verify the configuration

1. Create an Account with an existing Account Master Data name and verify the automatic association.
2. Create an Account with a new name and verify automatic Account Master Data creation.
3. Change an allowed Account Field and verify the Overwrite or Append result.
4. Change a restricted Account Field and verify that Account Master Data remains unchanged.
5. Update the same master record from two organizations and verify Last Modified On processing.

Related topics

• Maintain Account information
• View the Account Tree and organization coverage
• Account and Contact permissions and status reference