AccountSettings

Represents an org’s account settings for account teams, account owner report, and the View Hierarchy link.

In the package manifest, all organization settings metadata types are accessed using the Settings name. See Settings for details.

This type extends Metadata and inherits its fields.

AccountSettings values are stored in the Account.settings file in the settings folder. The .settings files are different from other named components because there’s only one settings file for each settings component.

Introduced in API version 29.0.

• Type: boolean

• Required: No

• Introduced: API version 57.0

• Description: When true, sets up Einstein Account Management dashboards and installs the related CRM Analytics and Customer Insights apps. The dashboards give users access to account health analytics including metrics on open pipeline, risk, and engagement scores.

  Einstein Account Management is part of Revenue Intelligence, which is available for an additional cost.

• Type: boolean
• Required: No
• Introduced: API version 47.0
• Description: Indicates whether history tracking is enabled for accounts (true) or not (false). The default value is false. If history tracking is disabled, the History related list is removed from account page layouts. However, history data is still available for reporting up to the date and time when tracking was disabled.

• Type: boolean
• Required: No
• Version: Deprecated in API version 59.0 and later because the feature is no longer available.

Available in API version 47.0 to 58.0.

• Description: Indicates whether users can see Einstein Account Insights on their mobile device (true) or not (false). Insights appear in the Einstein Insights component, which is on account records and the Home page.

  To use this feature, users must have the Einstein Account Insights permission.

• Type: boolean
• Required: No
• Description: Indicates whether the Account Owner Report can (true) or can’t (false) be run by all users.

• Type: boolean

• Required: No

• Description: Indicates whether account teams are enabled (true) or not (false).

  The Metadata API can’t be used to disable account teams.

• Type: boolean
• Required: No
• Introduced: API version 46.0
• Description: Indicates whether history tracking is enabled for contacts (true) or not (false).

• Type: boolean
• Required: No
• Introduced: API version 47.0
• Description: Indicates whether users can relate a contact to multiple accounts (true) or only one account (false). The default value is false. If this feature (Contacts to Multiple Accounts) is disabled, secondary contact–account relationships created while the feature was enabled are deleted. Avoid using the Metadata API to enable this feature. Use the Account Settings page in Setup to enable Contacts to Multiple Accounts.

• Type: boolean
• Required: No
• Introduced: API version 62.0
• Description: Indicates whether the Reports To field on Person Account, which corresponds to the PersonReportsToId field on the Account object, is enabled. The field allows users to associate person accounts and contacts with other person accounts or contacts that they report to.

• Type: boolean
• Required: No
• Description: Indicates whether the default View Hierarchy link on all business account detail pages is visible (true) or hidden (false).

The following is an example of the Account.settings file:

1<?xml version="1.0" encoding="UTF-8"?>
2<AccountSettings xmlns="http://soap.sforce.com/2006/04/metadata">
3	<enableAccountDiscovery>true</enableAccountDiscovery>
4	<enableAccountHistoryTracking>true</enableAccountHistoryTracking>
5	<enableAccountInsightsInMobile>false</enableAccountInsightsInMobile>
6	<enableAccountOwnerReport>true</enableAccountOwnerReport>
7	<enableAccountTeams>true</enableAccountTeams>
8	<enableContactHistoryTracking>true</enableContactHistoryTracking>
9	<enableRelateContactToMultipleAccounts>true</enableRelateContactToMultipleAccounts>
10	<enableReportsToOnPersonAccount>true</enableReportsToOnPersonAccount>
11	<showViewHierarchyLink>true</showViewHierarchyLink>
12</AccountSettings>

The following is an example package manifest used to deploy or retrieve the Account settings metadata:

1<?xml version="1.0" encoding="UTF-8"?>
2<Package xmlns="http://soap.sforce.com/2006/04/metadata">
3	<types>
4 <members>Account</members>
5 <name>Settings</name>
6	</types>
7	<version>29.0</version>
8</Package>

The wildcard character * (asterisk) in the package.xml manifest file doesn’t apply to metadata types for feature settings. The wildcard applies only when retrieving all settings, not for an individual setting. For details, see Settings. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.