I have the exact same details for my contacts, clients, leads/prospects. When I convert a prospect to a client, I want all the "details" to simple merge over. Is there a way to do this?
I don't want to have to import new data everytime. Is there anything the data wizard can do?
1 resposta
What we have built for some fields is a Flow that looks for other records with the same email address. When these fields are updated, the data is then pushed to all other leads or contacts with the same email address. Using flows you can update unbrelated records.
Alternatively, you could look at the new "Individual" object salesforce just released. It's primarily used to track privacy settings (ex: email opt out, etc.) but you can also add custom fields to it. The data would be mastered on that object and could be displayed on related accounts via a formula fields.
https://help.salesforce.com/articleView?id=individuals_store_data_privacy.htm&type=5
