Configure the account retention limit

Overview

Before you begin

• You need Account rule management permissions.
• Departments, users, or user groups exist.
• Decide whether Account Pool Accounts count toward the Account Retention Limit.

Configure the rule

1. Select a department, user, or user group in the Account Retention Limit rules.
2. Set the Account Retention Limit.
3. Choose whether Account Pool Accounts count toward the limit.
4. Choose whether converted Accounts or Accounts with Multiple Deals count toward the limit.
5. Save the rule.

Understand the quantity rules

• If Account Pool Accounts count, 3 pool Accounts and 17 self-owned Accounts use the full capacity.
• If pool Accounts do not count, the user can own 3 more self-owned Accounts. The Claim Limit controls pool claims separately.
• If converted Accounts do not count, converted and repeatedly converted Accounts do not use the 20-record capacity.

Handle Smart Form Accounts over the limit

• The target Account Pool accepts this type of Account.
• The form creator’s organization and Account Quantity calculation are correct.
• Test records will not be assigned to production Account Pool members.

Verify the configuration

1. Calculate the Accounts currently owned by a test user.
2. Test Account creation, claim, and assignment.
3. Confirm that the system blocks additional ownership at the limit.

Note: Departments and users outside all configured rules have no Account Retention Limit.

Related topics

• Retention Limit and Account behavior rule reference
• Configure Account Pool claims, transfers, and field visibility
• Account and Account Pool business rules overview