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Filter out accounts relating to Service Cloud from CRM ones
Hi everyone,
As far as I understand, accounts and contacts used by Service Cloud are the same as general Salesforce CRM uses. When fetching these from database is it possible to discern those accounts and contacts that have a relation to Service Cloud (permitted to use Customer Portal and/or have cases registered there) from all other (Sales or CRM-related) accounts and contacts? There is an Account attribute, IsCustomerPortal, described here (http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_account.htm#topic-title), which looks a lot like criteria in question. Is this the one or is there some other way to do that?
Thanks!
As far as I understand, accounts and contacts used by Service Cloud are the same as general Salesforce CRM uses. When fetching these from database is it possible to discern those accounts and contacts that have a relation to Service Cloud (permitted to use Customer Portal and/or have cases registered there) from all other (Sales or CRM-related) accounts and contacts? There is an Account attribute, IsCustomerPortal, described here (http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_account.htm#topic-title), which looks a lot like criteria in question. Is this the one or is there some other way to do that?
Thanks!
As you point our, IsCustomerPortal boolean field is the key to filter the accounts here. You can also use this filter (Customer Portal account = True) in report and export the report.
All Answers
As you point our, IsCustomerPortal boolean field is the key to filter the accounts here. You can also use this filter (Customer Portal account = True) in report and export the report.