收藏Nancy Duffy (Orion Entrance Control, Inc.) 提问于 #Data Management2020年9月2日 13:35Merging 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 个回答排序按日期排序按最有帮助排序按日期排序加载更多评论...已采纳的回答Louise Lockie (Tangara Consulting Ltd)2020年9月2日 13:55Yes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.添加评论撰写回答...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
已采纳的回答Louise Lockie (Tangara Consulting Ltd)2020年9月2日 13:55Yes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.
