FavoriteNancy Duffy (Orion Entrance Control, Inc.) asked in #Data ManagementSep 2, 2020, 1:35 PMMerging two accounts - what happens to contacts, cases & opportunities?I need to merge two accounts, but I also need to keep all of the contacts, cases, opportunies and assets from both accounts. Is it even possible? thanks, Nancy 6 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Accepted AnswerLouise Lockie (Tangara Consulting Ltd)Sep 2, 2020, 1:55 PMYes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Accepted AnswerLouise Lockie (Tangara Consulting Ltd)Sep 2, 2020, 1:55 PMYes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.
