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Nancy Duffy (Orion Entrance Control, Inc.) 님이 #Data Management에 질문했습니다
2020년 9월 2일 오후 1:35

Merging two accounts - what happens to contacts, cases & opportunities?

I need to merge two accounts, but I also need to keep all of the contacts, cases, opportunies and assets from both accounts.  Is it even possible?

 

thanks, 

 

Nancy

 

 
답변 6개
  1. Louise Lockie (Tangara Consulting Ltd)
    2020년 9월 2일 오후 1:55
    Yes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.
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