Hi everyone,
As we know, if we have a primary contact in an account, CRM will display all the activities in Social Pane related to that contacts as emails, etc..My concern is, if I create a custom entity, and I also want to have a field call primary contact and when a contact is set, all the information of that contact activities will be displayed on Social Pane. How can I do that ?
Thank you for your comments,
Best regards,
*This post is locked for comments
I have the same question (0)
The roll-up of items in the social pane (activities) is more a function of the general relationship between Account and Contact. It should be rolling up all activities from related Contacts, not just the one designated as the primary.
With that said, you could create a custom entity that is specified as an activity and have those records roll-up automatically in the social pane. But if you created a custom entity that wasn't specified as an activity the records would not roll up.
Share
Report
All responses (
Answers (
24,564
