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Customer experience | Sales, Customer Insights,...
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Moving relations from custom entity to standard entity

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Hi,

In our company, we have the standard entity "account" and a custom entity "account+"  which is linked with "account" and contains further information for selected applications. Now we are considering removing the entity "account+" and moving the data from "account+" to "account". However, "account+" is already linked to several other entities. Is it possible to automatically move the relations from account+ to account so that we don't lose any data or have to manually relink them?

Thanks in advance and kind regards

Melvin

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: Moving relations from custom entity to standard entity

    Hi,

    There is not way to do this automatically you need to do it step by step, first you can keep backup of your data and then one by one you can create first the relationship with the account and then run workflow to update this new lookup based on the current account+ lookup (to get parent account and set into that lookup) once that is done you can remove your account+ relationship with your custom entity.

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