How do people handle deceased contacts on Sales Cloud? In the past, we have deleted the contact entirely, as related data is also held at the account level, but one of our other teams want to keep the contact so that they can search for them.
I just want to ensure we don't risk sending any communication to them at all. Any best practice ideas?
1 respuesta
You could create a Custom "Deceased" Checkbox field on the Contact Object, and then create a Record Triggered Flow that is triggered when the {!$Record.Deceased} field is changed to TRUE, and have that perform a Field Update Action that sets all of the Do Not: Email, Call, Solicit, etc... fields on the Contact record to TRUE
