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The same record showing in two places on search is causing confusion. If there’s no filter perhaps classic search or using a relationship object in place of contact or account might be a workaround.

 

Curious what those much smarter than me think and thank you in advance. This community never ceases to stop surprising me with their support and generosity.

1 risposta
  1. 12 mar 2022, 15:26

    Hello,

     

    This is a interesting one considering that a Person Account is both a Account and a Contact Record at the same time. 

     

    It sounds like you want to selectively hide the Contact Search Results which isn't possible as far as I'm aware. 

     

    Could you add some kind of indicator to the Contact Record eg. Is Person Account to help users with this ?

     

    Alternatively this is a potential use case for Scoping Rules but these are only available if you are on a higher edition with specific type of Salesforce Support. 

     

    Thanks Tom

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