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Nonprofit set itself up using Person Accounts. Plus complex custom objects. Still on Classic. Considering shifting to success pack to take advantage of its functionality. Is it feasible, and what gotchas, tips does anyone have other than be careful of the data.
9 respostas
  1. 19 de jan. de 2021, 18:03

    Thanks - good tip. I may try a 2-step. First convert Person Accounts to Account and Contact and then install the npsp. It will be a slow and careful process and there is no assurance it will work.

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