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Account Types are configured in Setup / Users & Accounts / Accounts / Account Types

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The information in this panel reflects the currently selected account type. From here you can change account type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modifiednote: fields with a magenta left border are required).

Account Type Fields:

  • Name: a unique and descriptive name for the account type (e.g. Enterprise)

  • Default: if set the account type will be selected by default when creating a new account. Only one account type can be configured as Default

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