This is great! You often don’t want to just re-parent the Contact because the history on their record is no longer relevant. I had a thought that you could add a chatter post on the new Contact that points to the old one. The post could say ‘Full Name’ formerly worked at ‘Old Account’ and then link to the former Contact record.
This is great! You often don’t want to just re-parent the Contact because the history on their record is no longer relevant.
I had a thought that you could add a chatter post on the new Contact that points to the old one. The post could say ‘Full Name’ formerly worked at ‘Old Account’ and then link to the former Contact record.
Simple and brilliant! Thank you
Awesome Admin!