Intelligent Account Combination Defaulting For Invoices - Part 1

LETS CREATE AND ADD ROLES

1.?????To use the above AI feature, pls create a role for business intelligence.

Go to – Tools – Security Console – Roles – Create Role

Fill in below information and click next 3 times to reach Role Hierarchy tab.

Search and add below mentioned 3 role hierarchies to this role.

Add this new role created to the user you are logged in or the user who has Application Implementation Consultant as a role associated.

Run ESS job – Import User and Role Application Security Data