Managing attachments - Client profile
SummaryMaintain 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.