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Temporary contact for account
Hi all:
We have partners who go on site to customer site and have the need to open salesforce cases as a contact for that customer. I am wondering about how to do this -- I have considered temporarily reassigning their existing contact to the customer that they will be consulting for -- I have considered creating a new contact in the customer's account..Just not sure of the best way to do this. Once the engagement is finished, I will want to either remove them from a contact for the customer, or again, reassign them to their original account.
Any comments or suggestions?
Hi ,
Just come out of my mind : A Apex Batch class can be utilized with Schedule apex that can run every week or monthly to delete records as per Last modified date or created By date .
Scheduler class can even sent a email to concern person after deletion of records .
Regards,