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[Sticky] Common Settings for Case, Opportunity, Solution and Task CRMfusion pre-built scenarios  


Olivia Hinkle
Data Super Hero Admin
Joined:1 year  ago
Posts: 305
May 16, 2017 4:52 pm  
  • Selection of Objects:  Varies by object
  • Update Fields where Master is Empty:  All selected
  • Combine Field Values: NONE SELECTED
  • Merge Type: DemandTools Merge (Salesforce Merge not applicable)
  • Reassign to Master Owner:  No ownership changes
  • Extra Field Logging:  None
  • Cloned Custom Objects:  Sub-objects of cloned objects will be reparented  
  • Master Rule:  Varies by object

Olivia M.J. Hinkle
Product Adoption Manager