An error occurs when clicking the New button in the My Accounts tab when Network Account Search is configured: No Session ID.
The user is not assigned to a Territory.
As part of the process of creating a new Account (or even a Data Change Request (DCR) for an Account), a list of the user Territories appears so that a Territory can be set. Without at least one Territory, the user is not able to view the Account even if an Account is created.
Assign the user to a Territory which is done by an Administrator.
- View Setup and Configuration
- Manage Territories
- From the Territory Model hierarchy, open the Territory in which to assign users.
- On the Territory Detail page, in the Assigned Users related list, click Manage Users.
- On the Assign Users page, select or search for the user to add.
- Click Save.
CRM Help Documentation:
Salesforce: Assign Users to Territories
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.