objective: Merge the household member's case records to the primary contact case record
Following are the steps that need to be accomplished
1. copy the data from the household member's case records to the primary contact case record
2. delete the household member's case records
5 respostas
Bill, Thank you!
The case record object we have is a custom object.
Could you let me know if 'Astrea Case Merge' works on Custom objects.