Hi Team,
With the current design we are not deleting the key points related to the deleted accounts. Can team look into this behaviour and consider deleting the key points related to the deleted accounts as part of future implementations.
New Idea
Cheat Sheet: Removed deleted account key points
+7This is based on a support case I raised about orphaned company cheat sheet data in reporting.
I’d be interested if there are other perspectives, but this is what I added in the ticket:
(Context - I believe this might apply to merged account records as well, not just fully deleted records).
If it's the case of a merge, the records not being merged into the surviving account should 100% be a bug. If the account itself is deleted what "analysis" is anyone supposed to be able to do? We have no link to timeline entries (only exist in the UI) even if the timeline entries for some reason weren't deleted. This, quite honestly, seems like a cop out to just not fix this. Why would records be retained, or not merged, if the parent no longer exists?
+7FYI - Support and engineering have confirmed that this behavior is present when a Customer record is deleted or merged - in both cases it is considered a bug.
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