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rajesh k 10 URGENT:How to evaluate Person account child records(Activities,Opportunityes,etc) to Business account and contact?
Hi,
Using apex I converted Person account to businessAccount and Contact
- after creating the new business account and contact record, How to evaluate the following child records: ?
> activities: reassign the name and related to fields (whichever may be populated, one, the other, or both) from the originating person account to the new business account
> opportunities: reassign the Account Name of the opportunity from the PA to the new BA
> opportunity contact roles: for any contacts noted in the opportunity that point to the originating contact (which would be the originating person account record), reassign this to the new contact record. Ensure that the Primary checkbox and the role selection are retained through the conversion.
Please help me.......
Using apex I converted Person account to businessAccount and Contact
- after creating the new business account and contact record, How to evaluate the following child records: ?
> activities: reassign the name and related to fields (whichever may be populated, one, the other, or both) from the originating person account to the new business account
> opportunities: reassign the Account Name of the opportunity from the PA to the new BA
> opportunity contact roles: for any contacts noted in the opportunity that point to the originating contact (which would be the originating person account record), reassign this to the new contact record. Ensure that the Primary checkbox and the role selection are retained through the conversion.
Please help me.......