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Salesforce How-to: Move activities to another record (video)

Short demonstration of a situation where activities needed to be moved from one record to another.

In this video James describes a situation where a team record was created as an account rather than a community team.  To correct this the activities related to the account record need to be moved to the community team record.

James proceeds to review the steps to move a single activity:
  1. Open the account record that lists the activity you want to move
  2. Scroll to the Activity History to find the activity to move
  3. Edit the activity
  4. In the 'Related to' list, find the dropdown and text box that relate the activity to the account record.
  5. Change the record type from 'account' to 'community team'
  6. Search for the desired community team (in the video this is the Capital City Impact Team)
  7. Save the activity
  8. Verify that the activity is no longer in the account Activity History
  9. Verify that the activity is in the community team Activity History

Keywords:salesforce, how-to, activity,   Doc ID:69864
Owner:James L.Group:CHR&R Program Technologies
Created:2017-01-10 11:48 CSTUpdated:2020-12-21 12:02 CST
Sites:CHR&R Program Technologies
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