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StephenDavidsonStephenDavidson 

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?

Mayank_JoshiMayank_Joshi

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,