SAP Knowledge Base Article - Preview

3773773 - Prospect Account Information Reset When Switching to Existing Account During Lead Creation

Symptom

• When creating a Lead, users may initially choose the Prospect option under Account and enter an account name or other Prospect-related information.  
• Changing the account type from Prospect to Existing Account before saving the Lead clears the previously entered Prospect Account Name.  
• The Existing Account value-help field remains empty after switching account types.  
• Users must manually re-enter the account name to search for and select the existing account.  
• Prospect-specific information entered during lead creation is not retained after switching to an Existing Account.  


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Environment

• SAP Sales Cloud Version 2  
• SAP Sales Cloud and SAP Service Cloud Version 2  

Product

SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions

Keywords

lead creation, duplicate check, data not retained, side panel, error 422, 422, existing account, prospect account, account switch, in-memory reset, sales cloud v2, lead save, duplicate detection, expected behavior, right-side panel , KBA , CEC-CRM-LEA , Lead for SAP Sales/Service Cloud , CEC-CRM-ML , Machine Learning for SAP Sales/Service Cloud , Problem

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