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Developer Import2Developer Import2 

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!
Best Answer chosen by Developer Import2
HitHit
Hi,

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

HitHit
Hi,

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.


This was selected as the best answer
Developer Import2Developer Import2
Thanks for the answer, much appreciated!
HitHit
If that solved your question, please mark it as best answer.
Developer Import2Developer Import2
Sure I will in case there is no contradicting answer in the nearest future ;-)