You need to sign in to do that
Don't have an account?
Mohammad Abid Majgaonkar
One event visible on two accounts
Hi all,
I have a contact 'C' that has an account-contact relationship with two accounts 'A1' and 'A2'.
An event created by contact 'C' is visible in the Activity tab of both the accounts 'A1' and 'A2'.
My doubts are as follows:
1. Is it a standard Salesforce functionality or is there a possibility that it might be a bug?
2. If it's standard, is it like the event is visible on both accounts because it was created from contact? I mean is there any way by which it will be visible only on one account that is present as related account in the event?
3. If it's a bug, what could be the reason of this?
Thanks for the clarification in advance!
Regards,
Abid
I have a contact 'C' that has an account-contact relationship with two accounts 'A1' and 'A2'.
An event created by contact 'C' is visible in the Activity tab of both the accounts 'A1' and 'A2'.
My doubts are as follows:
1. Is it a standard Salesforce functionality or is there a possibility that it might be a bug?
2. If it's standard, is it like the event is visible on both accounts because it was created from contact? I mean is there any way by which it will be visible only on one account that is present as related account in the event?
3. If it's a bug, what could be the reason of this?
Thanks for the clarification in advance!
Regards,
Abid
Yes, This is the standard functionality. The contacts which have the direct relationship with accounts have tasks and events in common because they are working for their account(companies).
Have a look at the below documentation for help:
https://help.salesforce.com/articleView?id=shared_contacts_overview.htm&type=5
Hope this helps.
Thank you,
Ajay Dubedi
Is there any way we could make it visible only on one account which is present as the related account of that event?
Regards,
Abid