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Updating master record's activities with merged record

Hi,

We have some users that have multiple accounts (various email addresses) and they have been merged to a master record.

Once that happens, the merged accounts activities are then transferred over to the master record and wiped from the merged accounts view (inactive state).

If the user happens to use their merged account email, is there a way to update the master record activities with the new activities of the merged account?

Thanks

Hi Partner,

As I know, the account email address is actually the primary contact's, so if you send an email to the email address, it will be sent to the contact not the account. And since the account has been inactivated, we could not choose it in "To" field in email.

And if you want to sync the activities from merged record to master record, you need to use plug-in to do this.

Here the code logic for you.

There is a field named "masterId" both in account and contact, this field is used to store the mater record Guid which we could use to sync the activity to master record.

1.When an email record has been created, check if the regarding type is contact or account(based on your requirement), and if the "merged" field is "true", the "masterId" field contains data.

2.If the conditions above are met, update the email record, set the regarding value to the masterid.

Regards,

Leo

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