Greetings! We are in the process of cleaning Salesforce Contacts, Accounts, and Opportunities of items that are no longer relevant to our ongoing business. I created a field in Accounts (Salesforce Cleanup - Accounts) to designate if we will "Keep" or "Archive" an Account. What setting can be made in Salesforce to "hide" from non-System Admin all Accounts designated as "Archive" in the field Salesforce Cleanup - Account?
In time we will eliminate these Accounts, but we want to do this interim step.
Thank you,
John
1 resposta
Hi @John Crick Please take a moment to review the information available at https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7tUzSAJ. Thank you!
