User Ideas, Improvements and Issues

Account and Contact Status Automation

When an Account is made Inactive - all contacts under that account should be made Inactive. Once this happens in SF - the Portal users should then update and become inactive at the member and contact level. They should no longer be able to log in and access the Portal once Inactive in SF.

We should also think about the reverse - if we make an inactive account active - would it be correct to active contacts? Or maybe just the Portal Owner contacts.

  • Guest
  • May 28 2020
  • Future consideration
Software or Initiative Other
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