We have a customer, with a case; there is a list of activities attached to the account page & there are also some attached to the case. One of those is not for this customer.
How did that happen?
How do I move the activity to the correct customer?
How would I go about checking for other similar discrepancies?
답변 1개
What telephony integration are you using? Out of the box Salesforce does not have a phone to activity feature so it sounds like you are a using a 3rd party tool. That tool would have to be designed in a way that accomplishes that task for you,
