You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Enhanced Deletion Capability in Sales Cloud for Accounts & Contacts

32
Views
1
Comments
edited Sep 11, 2023 7:29AM in Sales 1 comment

Summary:

We are introducing an upcoming enhancement in the Sales Cloud, to provide better capability to delete accounts, contacts, and households effortlessly from both REST and the CX-Sales UI.

What do we have today?

Currently, when a sales account is deleted, it leads to the inactivation of the underlying party, profile, sales usages, and any associated relationships. This, in turn, can result in the loss of account references in the AR/Billing, supplier, and partner UIs.

For example, consider an account having both Sales and Billing usages. If this account is deleted from the Sales UI, it would also delete the corresponding Billing Account record.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!