Automate moving all activities and attachments from contact to account, then deleting contact

Question

I need to do a data tidying exercise and want  to delete contacts that have had no interaction since 2013.  However, if any emails or files are attached to the contact, I want them to be moved to the account record.  Is this something I can achieve with process and flow? I was thinking of a 'Delete this contact' checkbox, that when ticked triggered the process and flow that looked for attachments, activities

Sunil Sarilla · Answer

Hi Sara,

You could do this using Flow and Process Builder or Trigger but since this a one time activity, I would use Data Loader to transfer the activities and Attachments as it is a one off exercise.once evrything is moved to account, delete the contact records.

Automate moving all activities and attachments from contact to account, then deleting contact

Data Management

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