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sudhakar_ravuri
Contributor ⭐️⭐️
August 16, 2019
New Idea

Auto-delete Company person records when that person is no longer an active contact

  • August 16, 2019
  • 11 replies
  • 303 views
In Brief : Ability to delete company Person records automatically when that person is no longer an active contact.

Purpose of request : Records still residing in the Company Person table and thus populating in C360 view, even though they're not re-imported from Salesforce.

So, request is to have a way to delete records fitting a certain criteria using the rules engine or some other piece of automation.

    11 replies

    dayn.johnson
    VIP ⭐️⭐️⭐️⭐️⭐️
    January 4, 2024

    How is the status of this still “New Idea” when it’s four years old?!?

    This would be so helpful.

    Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member