i had an opportunity that was paper receipted the day before (and so we know the customer name, address and ID), however, today, when we go to the opportunity, the opportunity is not linked to ANY contact
when we try to search for the contact, based on the information we have on paper, the contact is no where to be found.
I checked on recycle bin, and i cannot find the name
I checked on our duplicate management tool, and the contact is not there
I see that the opportunity last modified date, hasn't been modified since yesterday, which further implies that the contact is the one dissapearing, instead of the opportunity being tampered.
it feels like the contact just dissapear into thin air, and not even going to recycle bin at all...
I wonder where else should i check to know the story of this dissapearing contact?
3 respostas
How was the opportunity entered into Salesforce manually or through an integration?
I know some tools like Click & Pledge store contacts as 'Temporary C&P Contacts' until someone manually reviews them and creates a contact record, so wondering if something like that could be at play?