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Managing attachments - Client profile

edited Sep 11, 2019 12:50AM in Sales


Maintain attachments - all versions - which support a client profile



We are currently implementing ERP and Sales Cloud; and our customer is questioning the functionality related clients profile attachments.

We are migrating from EBS to cloud, and that includes moving our client´s data. Part of it include attachments (i.e. pdfs) containing Tax Ids, certifications, pictures, etc. Customer needs to have stored all versions of those documents, to track for example if a certificate was renewed and provided year after year.

Our understanding is that once the file is added to the client profile, it is versioned and cannot be deleted.

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