CRM On Demand - Administration (MOSC)

MOSC Banner

Merging Accounts

edited Jul 28, 2011 1:40AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered
Hay,

If two account merge together.

Select the values you would like saved to the merged record. Once merged, the duplicate Account (B) will be deleted from the system. Any records related to the duplicate record will be transferred to the merged record (A)

If you have opportunities related things and also reports from A and B, what will happen with this information. And what to do with related reports

If you like to keep the historical data (in original state) from the duplicated account how can you best do this?

Thx,

-Noortje

 

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

Instructions for posting

×

1. Select a discussion category from the picklist.


2. Enter a title that clearly identifies the subject of your question.


3. In the body, insert detailed information, including Oracle product and version.


Please abide by the Oracle Community guidelines and refrain from posting any customer or personally identifiable information (PI/CI).


Cloud / Fusion customers - Our Cloud community has moved! Please go to Cloud Customer Connect .


New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center