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Leona Ryckman (Compass) 님이 #Nonprofit에 질문했습니다

*Using Nonprofit Success Pack, if that's relevant*

 

Reviewing everything about merging contacts, it says that the associated tasks/activities will stay on the final master record.

 

However, when we merged two contacts, quite a few of the associated "tasks" (using E-mail to Salesforce which creates Unresolved Email tasks which are then assigned to the contact) linked to the records completely disappeared. It seems the ones that disappeared were the ones associated with the non-master account. But I thought the activities and tasks from both would be carried over to the master record?

 

I checked to see if the tasks still existed somewhere in Salesforce (thinking maybe they were now not Related To anything) but they were gone.

 

Any clue why this is happening? This org uses Email to Salesforce pretty frequently and losing those correspondences when merging contacts will cause major issues.

 

Thanks :)

 

#Nonprofit  #Nonprofit Success Pack

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